Purchases and Sales Made in Q1 2025 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2025. 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 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
447+ 2.96% |
$23.7K - $27.3K
|
15.6K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
441+ 10.33% |
$23.4K - $27K
|
4.71K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
439+ 16.05% |
$23.3K - $26.8K
|
3.18K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
423+ 1.03% |
$22.5K - $25.9K
|
41.4K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
406+ 3.91% |
$21.6K - $24.8K
|
10.8K
$745K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400New |
$21.2K - $24.5K
|
400
$27.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 55.71% |
$21.2K - $24.5K
|
1.12K
$77.2K
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
381+ 0.69% |
$20.2K - $23.3K
|
55.6K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
374+ 322.41% |
$19.9K - $22.9K
|
490
$33.8K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
350+ 11.15% |
$18.6K - $21.4K
|
3.49K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 1.16% |
$18.1K - $20.8K
|
29.6K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
336+ 12.37% |
$17.8K - $20.5K
|
3.05K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
320New |
$17K - $19.6K
|
320
$22.1K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
303+ 1.3% |
$16.1K - $18.5K
|
23.6K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
300+ 0.97% |
$15.9K - $18.3K
|
31.3K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
282+ 6.23% |
$15K - $17.2K
|
4.81K
$332K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
271New |
$14.4K - $16.6K
|
271
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
265+ 2.4% |
$14.1K - $16.2K
|
11.3K
$782K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
260+ 4.22% |
$13.8K - $15.9K
|
6.42K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
244+ 3.35% |
$13K - $14.9K
|
7.52K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
242New |
$12.9K - $14.8K
|
242
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
240New |
$12.7K - $14.7K
|
240
$16.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
236+ 122.92% |
$12.5K - $14.4K
|
428
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
211+ 2.43% |
$11.2K - $12.9K
|
8.89K
$614K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
202+ 14.26% |
$10.7K - $12.4K
|
1.62K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
194+ 6.01% |
$10.3K - $11.9K
|
3.42K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
192+ 1.56% |
$10.2K - $11.7K
|
12.5K
$861K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
190+ 14.5% |
$10.1K - $11.6K
|
1.5K
$104K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
183+ 2.4% |
$9.72K - $11.2K
|
7.81K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
179+ 4.48% |
$9.51K - $10.9K
|
4.18K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
172+ 0.81% |
$9.14K - $10.5K
|
21.4K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
172+ 5.84% |
$9.14K - $10.5K
|
3.12K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
165+ 3.11% |
$8.76K - $10.1K
|
5.47K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
163+ 1.1% |
$8.66K - $9.97K
|
15K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
162+ 1.32% |
$8.61K - $9.91K
|
12.4K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
155+ 12.02% |
$8.23K - $9.48K
|
1.44K
$99.7K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
140+ 0.24% |
$7.44K - $8.56K
|
57.6K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 10.3% |
$6.8K - $7.83K
|
1.37K
$94.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123New |
$6.53K - $7.52K
|
123
$8.49K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
113New |
$6K - $6.91K
|
113
$7.8K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
111+ 0.3% |
$5.9K - $6.79K
|
36.9K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
107+ 8.87% |
$5.68K - $6.54K
|
1.31K
$90.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
97+ 0.29% |
$5.15K - $5.93K
|
33.3K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94+ 0.74% |
$4.99K - $5.75K
|
12.8K
$885K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 0.61% |
$4.99K - $5.75K
|
15.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
92New |
$4.89K - $5.63K
|
92
$6.35K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
85New |
$4.52K - $5.2K
|
85
$5.87K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83+ 1.31% |
$4.41K - $5.08K
|
6.42K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 0.93% |
$4.25K - $4.89K
|
8.67K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
77+ 0.74% |
$4.09K - $4.71K
|
10.5K
$728K
|