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 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-834- 6.72% |
$47.2K - $51.9K
|
11.6K
$605K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-837- 29.82% |
$47.4K - $52.1K
|
1.97K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-839- 19.48% |
$47.5K - $52.2K
|
3.47K
$181K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-886- 43.65% |
$50.1K - $55.2K
|
1.14K
$59.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-896- 18.41% |
$50.7K - $55.8K
|
3.97K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-921- 7.81% |
$52.1K - $57.3K
|
10.9K
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-933- 11.27% |
$52.8K - $58.1K
|
7.35K
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-945- 14.61% |
$53.5K - $58.8K
|
5.52K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-949- 18.45% |
$53.7K - $59.1K
|
4.2K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1K- 95.06% |
$56.6K - $62.3K
|
52
$2.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.01K- 0.98% |
$57.3K - $63K
|
102K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 8.69% |
$57.8K - $63.6K
|
10.7K
$561K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.05K- 0.34% |
$59.1K - $65.1K
|
307K
$16M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.06K- 24.34% |
$59.8K - $65.8K
|
3.29K
$172K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.08K- 5.13% |
$60.8K - $66.9K
|
19.9K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 25.6% |
$67.6K - $74.3K
|
3.47K
$181K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.21K- 4.17% |
$68.4K - $75.2K
|
27.8K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.22K- 12.49% |
$68.9K - $75.8K
|
8.53K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.33K- 13.75% |
$75.1K - $82.5K
|
8.32K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.34K- 22.41% |
$76.1K - $83.7K
|
4.65K
$243K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.37K- 5.49% |
$77.5K - $85.2K
|
23.5K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.46K- 28.86% |
$82.4K - $90.6K
|
3.59K
$187K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.47K- 21.63% |
$83.3K - $91.6K
|
5.33K
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.53K- 14.9% |
$86.8K - $95.5K
|
8.76K
$458K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 6.84% |
$86.9K - $95.6K
|
20.9K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.54K- 3.67% |
$87.2K - $95.9K
|
40.4K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.56K- 29.41% |
$88.1K - $96.9K
|
3.73K
$195K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.64K- 1.12% |
$92.9K - $102K
|
145K
$7.59M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.66K- 6.48% |
$93.8K - $103K
|
23.9K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.7K- 14.48% |
$96.1K - $106K
|
10K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 18.48% |
$96.2K - $106K
|
7.5K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.84K- 14.11% |
$104K - $114K
|
11.2K
$584K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.89K- 43.99% |
$107K - $117K
|
2.4K
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.94K- 5.83% |
$110K - $121K
|
31.4K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-2K- 30.77% |
$113K - $125K
|
4.5K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.02K- 7.14% |
$114K - $126K
|
26.3K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.12K- 35.49% |
$120K - $132K
|
3.84K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.14K- 34.84% |
$121K - $133K
|
4K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.29K- 38.7% |
$129K - $142K
|
3.62K
$189K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.3KClosed |
$130K - $143K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 9.56% |
$130K - $143K
|
21.8K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.41K- 17.29% |
$137K - $150K
|
11.5K
$603K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.47K- 1.6% |
$140K - $154K
|
152K
$7.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.67K- 29.49% |
$151K - $166K
|
6.39K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.76K- 30.99% |
$156K - $172K
|
6.15K
$321K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.02K- 7.68% |
$171K - $188K
|
36.3K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.21K- 60.57% |
$182K - $200K
|
2.09K
$109K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.22K- 43.42% |
$182K - $200K
|
4.19K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-3.29K- 0.2% |
$186K - $204K
|
1.65M
$86.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.35K- 47.7% |
$189K - $208K
|
3.67K
$192K
|