Purchases and Sales Made in Q1 2024 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2024. The information is specifically focused on institutions that hold shares of TORONTO DOMINION BANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.67% |
$1.51K - $1.69K
|
3.86K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 0.7% |
$1.74K - $1.95K
|
4.27K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-36- 0.49% |
$2.08K - $2.34K
|
7.36K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-39- 17.97% |
$2.26K - $2.54K
|
178
$9.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.0% |
$2.49K - $2.8K
|
4.27K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-43Closed |
$2.49K - $2.8K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 1.64% |
$2.61K - $2.93K
|
2.7K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45- 37.82% |
$2.61K - $2.93K
|
74
$3.87K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-46- 0.63% |
$2.66K - $2.99K
|
7.25K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-47- 0.04% |
$2.72K - $3.06K
|
116K
$6.09M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-50- 0.47% |
$2.9K - $3.25K
|
10.6K
$555K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-51- 10.87% |
$2.95K - $3.32K
|
418
$21.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-51- 0.16% |
$2.95K - $3.32K
|
32.2K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-54- 1.09% |
$3.13K - $3.51K
|
4.9K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-57- 0.47% |
$3.3K - $3.71K
|
11.9K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 5.28% |
$3.42K - $3.84K
|
1.06K
$55.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-60- 0.71% |
$3.47K - $3.9K
|
8.35K
$436K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-61- 1.38% |
$3.53K - $3.97K
|
4.37K
$228K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 68.42% |
$4.52K - $5.07K
|
36
$1.88K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-82- 50.0% |
$4.75K - $5.33K
|
82
$4.28K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 3.05% |
$5.04K - $5.66K
|
2.77K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-87- 23.08% |
$5.04K - $5.66K
|
290
$15.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-90- 4.89% |
$5.21K - $5.85K
|
1.75K
$91.5K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-90- 0.42% |
$5.21K - $5.85K
|
21.1K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-92- 5.09% |
$5.33K - $5.98K
|
1.72K
$89.7K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-96- 2.03% |
$5.56K - $6.24K
|
4.64K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 2.15% |
$5.79K - $6.51K
|
4.55K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-101- 1.28% |
$5.85K - $6.57K
|
7.77K
$406K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-107- 9.55% |
$6.2K - $6.96K
|
1.01K
$52.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-117- 1.46% |
$6.78K - $7.61K
|
7.92K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-118- 1.12% |
$6.83K - $7.68K
|
10.4K
$543K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-125- 5.88% |
$7.24K - $8.13K
|
2K
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 0.79% |
$7.24K - $8.13K
|
15.8K
$824K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-130- 2.11% |
$7.53K - $8.46K
|
6.03K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-137- 1.5% |
$7.93K - $8.91K
|
9.02K
$471K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-139- 4.24% |
$8.05K - $9.04K
|
3.14K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-141- 25.92% |
$8.17K - $9.17K
|
403
$21.1K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-141- 0.48% |
$8.17K - $9.17K
|
29.3K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 2.94% |
$9.21K - $10.3K
|
5.25K
$274K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-160- 6.18% |
$9.27K - $10.4K
|
2.43K
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-164- 2.26% |
$9.5K - $10.7K
|
7.08K
$370K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-174- 1.33% |
$10.1K - $11.3K
|
12.9K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-175- 2.1% |
$10.1K - $11.4K
|
8.16K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177- 1.76% |
$10.3K - $11.5K
|
9.91K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-185- 0.79% |
$10.7K - $12K
|
23.1K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 2.17% |
$11.6K - $13K
|
9K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-201- 4.08% |
$11.6K - $13.1K
|
4.72K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-201- 7.5% |
$11.6K - $13.1K
|
2.48K
$130K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-207- 3.85% |
$12K - $13.5K
|
5.17K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-218- 12.57% |
$12.6K - $14.2K
|
1.52K
$79.2K
|