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 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-662- 5.01% |
$38.3K - $43.1K
|
12.6K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-687- 2.32% |
$39.8K - $44.7K
|
28.9K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-696- 2.63% |
$40.3K - $45.3K
|
25.7K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-700- 4.83% |
$40.5K - $45.5K
|
13.8K
$720K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-713- 81.3% |
$41.3K - $46.4K
|
164
$8.57K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-721- 53.61% |
$41.8K - $46.9K
|
624
$32.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-723- 19.08% |
$41.9K - $47K
|
3.07K
$160K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-751- 15.07% |
$43.5K - $48.9K
|
4.23K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-753- 1.74% |
$43.6K - $49K
|
42.4K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-757- 12.16% |
$43.8K - $49.2K
|
5.47K
$286K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-806- 23.2% |
$46.7K - $52.4K
|
2.67K
$139K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-809- 5.41% |
$46.8K - $52.6K
|
14.1K
$739K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-825- 10.34% |
$47.8K - $53.7K
|
7.15K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-831- 9.58% |
$48.1K - $54.1K
|
7.84K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-855- 3.47% |
$49.5K - $55.6K
|
23.8K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-859- 14.72% |
$49.7K - $55.9K
|
4.98K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-972- 10.72% |
$56.3K - $63.2K
|
8.1K
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-973- 3.48% |
$56.3K - $63.3K
|
27K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-977- 22.51% |
$56.6K - $63.6K
|
3.36K
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 1.79% |
$57.9K - $65.1K
|
54.8K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.01K- 5.96% |
$58.4K - $65.6K
|
15.9K
$831K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.08K- 20.87% |
$62.3K - $69.9K
|
4.08K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 2.9% |
$65.9K - $74K
|
38.1K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 12.03% |
$66.2K - $74.4K
|
8.36K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.19K- 8.32% |
$69.1K - $77.6K
|
13.2K
$687K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.24K- 4.82% |
$71.5K - $80.3K
|
24.4K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.24K- 3.83% |
$71.8K - $80.7K
|
31.1K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.25K- 1.19% |
$72.5K - $81.4K
|
104K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.26K- 5.9% |
$72.7K - $81.6K
|
20K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.27K- 12.72% |
$73.4K - $82.4K
|
8.69K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-1.28K- 19.47% |
$73.8K - $82.9K
|
5.28K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3K- 65.18% |
$75.2K - $84.5K
|
694
$36.3K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.4K- 8.78% |
$81K - $90.9K
|
14.5K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.45K- 1.71% |
$84K - $94.3K
|
83.4K
$4.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.48K- 11.68% |
$85.6K - $96.2K
|
11.2K
$584K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.56K- 25.89% |
$90.5K - $102K
|
4.47K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.6K- 5.89% |
$92.7K - $104K
|
25.6K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.73K- 21.96% |
$100K - $112K
|
6.14K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.74K- 3.84% |
$100K - $113K
|
43.5K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 14.78% |
$106K - $119K
|
10.5K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 10.85% |
$113K - $127K
|
16K
$838K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.98K- 2.83% |
$115K - $129K
|
68.1K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.06K- 0.81% |
$119K - $134K
|
252K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-2.11K- 3.37% |
$122K - $138K
|
60.7K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 41.33% |
$123K - $138K
|
3.01K
$157K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.21K- 30.95% |
$128K - $144K
|
4.93K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 5.44% |
$132K - $149K
|
39.8K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-2.46K- 0.13% |
$142K - $160K
|
1.91M
$99.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.49K- 32.99% |
$144K - $162K
|
5.05K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.72K- 23.38% |
$157K - $177K
|
8.9K
$465K
|