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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$3.19K - $3.67K
|
60
$4.14K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
59+ 0.65% |
$3.13K - $3.61K
|
9.14K
$631K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
58+ 1.05% |
$3.08K - $3.55K
|
5.56K
$384K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
54+ 5.38% |
$2.87K - $3.3K
|
1.06K
$73K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50+ 100.0% |
$2.66K - $3.06K
|
100
$6.91K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 50.0% |
$2.07K - $2.38K
|
117
$8.08K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 5.01% |
$2.07K - $2.38K
|
818
$56.5K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
38New |
$2.02K - $2.32K
|
38
$2.62K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
27New |
$1.43K - $1.65K
|
27
$1.86K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.33% |
$1.33K - $1.53K
|
7.69K
$531K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 0.47% |
$903 - $1.04K
|
3.62K
$250K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15New |
$797 - $917
|
15
$1.04K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12+ 0.18% |
$637 - $734
|
6.59K
$455K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.09% |
$478 - $550
|
9.88K
$682K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8New |
$425 - $489
|
8
$552
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.03% |
$106 - $122
|
6.41K
$442K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1New |
$53.1 - $61.2
|
1
$69.1
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13- 8.18% |
$691 - $795
|
146
$10.1K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13- 0.35% |
$691 - $795
|
3.72K
$257K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 9.46% |
$744 - $856
|
134
$9.25K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-16- 0.66% |
$850 - $978
|
2.42K
$167K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17- 0.37% |
$903 - $1.04K
|
4.53K
$312K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.36% |
$1.06K - $1.22K
|
5.51K
$381K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-21- 0.02% |
$1.12K - $1.28K
|
103K
$7.12M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-22- 6.3% |
$1.17K - $1.35K
|
327
$22.6K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-29- 0.31% |
$1.54K - $1.77K
|
9.31K
$643K
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-30- 2.26% |
$1.59K - $1.83K
|
1.3K
$89.4K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-30- 0.13% |
$1.59K - $1.83K
|
23K
$1.59M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-32- 0.68% |
$1.7K - $1.96K
|
4.68K
$323K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-33- 32.35% |
$1.75K - $2.02K
|
69
$4.76K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-34- 0.73% |
$1.81K - $2.08K
|
4.65K
$321K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 0.28% |
$2.23K - $2.57K
|
14.9K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-45- 0.19% |
$2.39K - $2.75K
|
24.1K
$1.67M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-47- 4.87% |
$2.5K - $2.87K
|
918
$63.4K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-49- 6.61% |
$2.6K - $3K
|
692
$47.8K
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-50- 0.85% |
$2.66K - $3.06K
|
5.86K
$405K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$2.66K - $3.06K
|
50
$3.45K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-56- 0.58% |
$2.97K - $3.42K
|
9.67K
$668K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 0.06% |
$3.13K - $3.61K
|
104K
$7.16M
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-75- 0.74% |
$3.98K - $4.59K
|
10.1K
$695K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-76- 0.22% |
$4.04K - $4.65K
|
34K
$2.34M
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-77- 0.97% |
$4.09K - $4.71K
|
7.85K
$542K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-83- 1.28% |
$4.41K - $5.08K
|
6.39K
$441K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-84- 0.04% |
$4.46K - $5.14K
|
217K
$15M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-89- 1.8% |
$4.73K - $5.44K
|
4.86K
$335K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-91- 12.64% |
$4.83K - $5.56K
|
629
$43.4K
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-95- 0.33% |
$5.05K - $5.81K
|
28.8K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-97- 2.54% |
$5.15K - $5.93K
|
3.72K
$257K
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-103- 0.43% |
$5.47K - $6.3K
|
23.9K
$1.65M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-125- 0.74% |
$6.64K - $7.64K
|
16.8K
$1.16M
|