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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-15- 0.29% |
$869 - $976
|
5.12K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-17- 0.37% |
$984 - $1.11K
|
4.55K
$314K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 0.47% |
$984 - $1.11K
|
3.6K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 4.7% |
$984 - $1.11K
|
345
$23.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19- 0.29% |
$1.1K - $1.24K
|
6.61K
$457K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 0.82% |
$1.16K - $1.3K
|
2.42K
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.33% |
$1.16K - $1.3K
|
6.02K
$415K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 11.76% |
$1.16K - $1.3K
|
150
$10.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.67% |
$1.51K - $1.69K
|
3.86K
$266K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 0.7% |
$1.74K - $1.95K
|
4.27K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-36- 0.49% |
$2.08K - $2.34K
|
7.36K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-39- 17.97% |
$2.26K - $2.54K
|
178
$12.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.0% |
$2.49K - $2.8K
|
4.27K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-43Closed |
$2.49K - $2.8K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45- 37.82% |
$2.61K - $2.93K
|
74
$5.11K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 1.64% |
$2.61K - $2.93K
|
2.7K
$186K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-46- 0.63% |
$2.66K - $2.99K
|
7.25K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-47- 0.04% |
$2.72K - $3.06K
|
116K
$8.04M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-50- 0.47% |
$2.9K - $3.25K
|
10.6K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-51- 10.87% |
$2.95K - $3.32K
|
418
$28.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-51- 0.16% |
$2.95K - $3.32K
|
32.2K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-54- 1.09% |
$3.13K - $3.51K
|
4.9K
$339K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-57- 0.47% |
$3.3K - $3.71K
|
11.9K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 5.28% |
$3.42K - $3.84K
|
1.06K
$73.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-60- 0.71% |
$3.47K - $3.9K
|
8.35K
$576K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-61- 1.38% |
$3.53K - $3.97K
|
4.37K
$302K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 68.42% |
$4.52K - $5.07K
|
36
$2.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-82- 50.0% |
$4.75K - $5.33K
|
82
$5.66K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 3.05% |
$5.04K - $5.66K
|
2.77K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-87- 23.08% |
$5.04K - $5.66K
|
290
$20K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-90- 0.42% |
$5.21K - $5.85K
|
21.1K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-90- 4.89% |
$5.21K - $5.85K
|
1.75K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-92- 5.09% |
$5.33K - $5.98K
|
1.72K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-96- 2.03% |
$5.56K - $6.24K
|
4.64K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 2.15% |
$5.79K - $6.51K
|
4.55K
$314K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-101- 1.28% |
$5.85K - $6.57K
|
7.77K
$536K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-107- 9.55% |
$6.2K - $6.96K
|
1.01K
$69.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-117- 1.46% |
$6.78K - $7.61K
|
7.92K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-118- 1.12% |
$6.83K - $7.68K
|
10.4K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-125- 5.88% |
$7.24K - $8.13K
|
2K
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 0.79% |
$7.24K - $8.13K
|
15.8K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-130- 2.11% |
$7.53K - $8.46K
|
6.03K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-137- 1.5% |
$7.93K - $8.91K
|
9.02K
$623K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-139- 4.24% |
$8.05K - $9.04K
|
3.14K
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-141- 25.92% |
$8.17K - $9.17K
|
403
$27.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-141- 0.48% |
$8.17K - $9.17K
|
29.3K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 2.94% |
$9.21K - $10.3K
|
5.25K
$362K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-160- 6.18% |
$9.27K - $10.4K
|
2.43K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-164- 2.26% |
$9.5K - $10.7K
|
7.08K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-174- 1.33% |
$10.1K - $11.3K
|
12.9K
$890K
|