Purchases and Sales Made in Q2 2024 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
168+ 4.61% |
$9.05K - $10.1K
|
3.81K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
164+ 0.99% |
$8.83K - $9.88K
|
16.8K
$910K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
164New |
$8.83K - $9.88K
|
164
$8.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
162+ 1.82% |
$8.72K - $9.76K
|
9.06K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
151+ 3.25% |
$8.13K - $9.1K
|
4.8K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
145+ 2.6% |
$7.81K - $8.73K
|
5.72K
$310K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
135New |
$7.27K - $8.13K
|
135
$7.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
134+ 2.51% |
$7.22K - $8.07K
|
5.48K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
116+ 2.09% |
$6.25K - $6.99K
|
5.66K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
108+ 234.78% |
$5.82K - $6.51K
|
154
$8.35K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
94+ 1.05% |
$5.06K - $5.66K
|
9.01K
$488K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
91+ 0.28% |
$4.9K - $5.48K
|
33K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
82+ 0.77% |
$4.42K - $4.94K
|
10.7K
$578K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 2.1% |
$4.36K - $4.88K
|
3.94K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
78+ 216.67% |
$4.2K - $4.7K
|
114
$6.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
67+ 1.31% |
$3.61K - $4.04K
|
5.19K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
66+ 30.28% |
$3.55K - $3.98K
|
284
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58+ 0.63% |
$3.12K - $3.49K
|
9.32K
$505K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
58+ 5.16% |
$3.12K - $3.49K
|
1.18K
$64K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51+ 3.36% |
$2.75K - $3.07K
|
1.57K
$84.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
51+ 0.31% |
$2.75K - $3.07K
|
16.6K
$900K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
45+ 4.5% |
$2.42K - $2.71K
|
1.05K
$56.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41+ 55.41% |
$2.21K - $2.47K
|
115
$6.23K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 163.64% |
$1.94K - $2.17K
|
58
$3.14K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33New |
$1.78K - $1.99K
|
33
$1.79K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
32+ 1.06% |
$1.72K - $1.93K
|
3.06K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 8.99% |
$1.67K - $1.87K
|
376
$20.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$1.62K - $1.81K
|
30
$1.63K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
29New |
$1.56K - $1.75K
|
29
$1.57K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 81.82% |
$1.45K - $1.63K
|
60
$3.25K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25New |
$1.35K - $1.51K
|
25
$1.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 0.52% |
$1.24K - $1.39K
|
4.47K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
23+ 0.03% |
$1.24K - $1.39K
|
65.9K
$3.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
22New |
$1.18K - $1.33K
|
22
$1.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 9.22% |
$1.08K - $1.2K
|
237
$12.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$1.02K - $1.14K
|
19
$1.03K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
18+ 0.29% |
$969 - $1.08K
|
6.15K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18New |
$969 - $1.08K
|
18
$975
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.38% |
$646 - $723
|
3.15K
$171K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.02% |
$162 - $181
|
297
$16.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$108 - $120
|
6.02K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$53.9 - $60.2
|
6.93K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$53.9 - $60.2
|
4.55K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.48% |
$108 - $120
|
416
$22.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2- 0.04% |
$108 - $120
|
5.25K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 2.04% |
$162 - $181
|
144
$7.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 0.12% |
$323 - $361
|
5K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-8- 0.77% |
$431 - $482
|
1.03K
$55.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$485 - $542
|
7.12K
$386K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.07% |
$862 - $964
|
21.9K
$1.18M
|