Purchases and Sales Made in Q2 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206- 1.12% |
$11.7K - $12.8K
|
18.1K
$948K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-208- 3.77% |
$11.8K - $12.9K
|
5.3K
$277K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-225- 1.38% |
$12.7K - $14K
|
16.1K
$840K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-226- 28.43% |
$12.8K - $14.1K
|
569
$29.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-238- 3.55% |
$13.5K - $14.8K
|
6.47K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-240- 3.13% |
$13.6K - $14.9K
|
7.44K
$389K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-245- 0.89% |
$13.9K - $15.3K
|
27.3K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250- 4.14% |
$14.2K - $15.6K
|
5.79K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-261- 3.38% |
$14.8K - $16.2K
|
7.47K
$390K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-278- 4.19% |
$15.7K - $17.3K
|
6.36K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-290- 2.89% |
$16.4K - $18.1K
|
9.73K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-290- 2.82% |
$16.4K - $18.1K
|
10K
$523K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-293- 5.6% |
$16.6K - $18.2K
|
4.94K
$258K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-296- 5.53% |
$16.8K - $18.4K
|
5.05K
$264K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 0.35% |
$17K - $18.7K
|
86K
$4.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-307- 7.91% |
$17.4K - $19.1K
|
3.57K
$187K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-332- 3.87% |
$18.8K - $20.7K
|
8.24K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-349- 1.62% |
$19.8K - $21.7K
|
21.2K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-352- 4.75% |
$19.9K - $21.9K
|
7.06K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-355- 1.24% |
$20.1K - $22.1K
|
28.2K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-362- 1.09% |
$20.5K - $22.5K
|
32.7K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-365- 7.28% |
$20.7K - $22.7K
|
4.65K
$243K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-378- 11.39% |
$21.4K - $23.5K
|
2.94K
$154K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-380- 28.83% |
$21.5K - $23.7K
|
938
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-387- 2.19% |
$21.9K - $24.1K
|
17.3K
$904K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-400- 1.0% |
$22.6K - $24.9K
|
39.4K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-405- 1.51% |
$22.9K - $25.2K
|
26.4K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-406- 0.2% |
$23K - $25.3K
|
207K
$10.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-410- 3.38% |
$23.2K - $25.5K
|
11.7K
$613K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-423- 3.92% |
$23.9K - $26.3K
|
10.4K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-431- 13.59% |
$24.4K - $26.8K
|
2.74K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-490- 1.48% |
$27.7K - $30.5K
|
32.7K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-490- 1.59% |
$27.7K - $30.5K
|
30.3K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-516- 10.33% |
$29.2K - $32.1K
|
4.48K
$234K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-519- 8.25% |
$29.4K - $32.3K
|
5.77K
$302K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-530- 80.3% |
$30K - $33K
|
130
$6.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 13.19% |
$30.6K - $33.6K
|
3.56K
$186K
|
|
|
Aug 03, 2023
Q2 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-548- 6.5% |
$31K - $34.1K
|
7.88K
$412K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-562- 30.53% |
$31.8K - $35K
|
1.28K
$66.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-563- 9.73% |
$31.9K - $35K
|
5.23K
$273K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-567- 4.48% |
$32.1K - $35.3K
|
12.1K
$632K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-601- 10.68% |
$34K - $37.4K
|
5.03K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-625- 9.21% |
$35.4K - $38.9K
|
6.16K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-656- 3.87% |
$37.1K - $40.8K
|
16.3K
$852K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-682- 0.58% |
$38.6K - $42.5K
|
116K
$6.06M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-720- 14.34% |
$40.8K - $44.8K
|
4.3K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-744- 53.6% |
$42.1K - $46.3K
|
644
$33.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-772- 18.99% |
$43.7K - $48.1K
|
3.29K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-800- 16.33% |
$45.3K - $49.8K
|
4.1K
$214K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-800- 16.67% |
$45.3K - $49.8K
|
4K
$209K
|