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 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-149- 29.74% |
$7.91K - $9.11K
|
352
$24.3K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-150- 0.25% |
$7.97K - $9.17K
|
60.6K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-150- 1.13% |
$7.97K - $9.17K
|
13.1K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-160- 8.21% |
$8.5K - $9.78K
|
1.79K
$124K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-173- 2.55% |
$9.19K - $10.6K
|
6.61K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-177- 11.72% |
$9.4K - $10.8K
|
1.33K
$92K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-190- 4.95% |
$10.1K - $11.6K
|
3.65K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 2.22% |
$10.4K - $11.9K
|
8.6K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-195- 8.56% |
$10.4K - $11.9K
|
2.08K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-200- 0.63% |
$10.6K - $12.2K
|
31.6K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-215- 4.52% |
$11.4K - $13.1K
|
4.54K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-224- 1.02% |
$11.9K - $13.7K
|
21.8K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-224- 1.02% |
$11.9K - $13.7K
|
21.8K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-230- 5.34% |
$12.2K - $14.1K
|
4.08K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-244- 4.72% |
$13K - $14.9K
|
4.93K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-245- 0.7% |
$13K - $15K
|
34.7K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-247- 10.38% |
$13.1K - $15.1K
|
2.13K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-250- 5.13% |
$13.3K - $15.3K
|
4.63K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-270- 1.49% |
$14.3K - $16.5K
|
17.9K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-271- 7.09% |
$14.4K - $16.6K
|
3.55K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-275- 1.16% |
$14.6K - $16.8K
|
23.4K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-300- 47.62% |
$15.9K - $18.3K
|
330
$22.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-300- 3.28% |
$15.9K - $18.3K
|
8.84K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-300- 24.0% |
$15.9K - $18.3K
|
950
$65.6K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-308- 6.86% |
$16.4K - $18.8K
|
4.18K
$289K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-330- 8.71% |
$17.5K - $20.2K
|
3.46K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-363- 5.1% |
$19.3K - $22.2K
|
6.75K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-382- 2.27% |
$20.3K - $23.4K
|
16.4K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 0.86% |
$21.2K - $24.5K
|
46.4K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-400- 20.44% |
$21.2K - $24.5K
|
1.56K
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 20.6% |
$22K - $25.4K
|
1.6K
$110K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-429- 4.99% |
$22.8K - $26.2K
|
8.16K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-430- 2.6% |
$22.8K - $26.3K
|
16.1K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-468- 47.8% |
$24.9K - $28.6K
|
511
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-476- 49.58% |
$25.3K - $29.1K
|
484
$33.4K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-483- 8.16% |
$25.7K - $29.5K
|
5.44K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-491- 6.32% |
$26.1K - $30K
|
7.28K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-500- 1.29% |
$26.6K - $30.6K
|
38.2K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-511- 3.16% |
$27.1K - $31.2K
|
15.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-515- 14.59% |
$27.4K - $31.5K
|
3.01K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-531- 2.72% |
$28.2K - $32.5K
|
19K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-541- 8.73% |
$28.7K - $33.1K
|
5.65K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-560- 7.86% |
$29.7K - $34.2K
|
6.57K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-565Closed |
$30K - $34.5K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-569- 2.52% |
$30.2K - $34.8K
|
22K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-579- 0.66% |
$30.8K - $35.4K
|
86.9K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-580- 2.82% |
$30.8K - $35.5K
|
20K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-593- 6.58% |
$31.5K - $36.3K
|
8.42K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-595- 2.81% |
$31.6K - $36.4K
|
20.5K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-600- 2.34% |
$31.9K - $36.7K
|
25.1K
$1.73M
|