Purchases and Sales Made in Q2 2025 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 16.49% |
$438K - $577K
|
55.5K
$4.35M
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
7.52K+ 39.78% |
$419K - $552K
|
26.4K
$2.07M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.47K+ 43.78% |
$416K - $548K
|
24.5K
$1.92M
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
7.43K+ 6.58% |
$414K - $545K
|
120K
$9.43M
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.86KNew |
$382K - $504K
|
6.86K
$538K
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.67K+ 101.31% |
$372K - $490K
|
13.3K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.54K+ 8.57% |
$364K - $480K
|
82.8K
$6.49M
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.4K+ 117.55% |
$357K - $470K
|
11.8K
$929K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.65KNew |
$315K - $415K
|
5.65K
$443K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
5.65K+ 4.62% |
$315K - $415K
|
128K
$10M
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.51KNew |
$307K - $405K
|
5.51K
$432K
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.42KNew |
$302K - $398K
|
5.42K
$425K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.95K+ 76.77% |
$276K - $363K
|
11.4K
$893K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.93K+ 15.31% |
$275K - $362K
|
37.2K
$2.91M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.91K+ 14.06% |
$273K - $360K
|
39.8K
$3.12M
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
4.91KNew |
$273K - $360K
|
4.91K
$385K
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.87KNew |
$271K - $358K
|
4.87K
$382K
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
4.78K+ 1.75% |
$266K - $351K
|
277K
$21.7M
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 8.74% |
$264K - $348K
|
58.9K
$4.62M
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.65K+ 3.65% |
$259K - $341K
|
132K
$10.4M
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.64KNew |
$259K - $341K
|
4.64K
$364K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.63K+ 15.5% |
$258K - $340K
|
34.5K
$2.7M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.57K+ 34.9% |
$255K - $336K
|
17.7K
$1.38M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.56K+ 21.34% |
$254K - $335K
|
25.9K
$2.03M
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
4.41KNew |
$246K - $324K
|
4.41K
$346K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.3K+ 32.17% |
$240K - $316K
|
17.7K
$1.39M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.21K+ 26.92% |
$235K - $309K
|
19.8K
$1.56M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.92KNew |
$218K - $288K
|
3.92K
$307K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.89KNew |
$216K - $285K
|
3.89K
$305K
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.72K+ 44.86% |
$207K - $273K
|
12K
$941K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.69K+ 12.04% |
$206K - $271K
|
34.4K
$2.7M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.62K+ 43.04% |
$202K - $266K
|
12K
$944K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.53K+ 87.36% |
$196K - $259K
|
7.56K
$593K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.52KNew |
$196K - $259K
|
3.52K
$276K
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.49KNew |
$195K - $256K
|
3.49K
$274K
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.44K+ 28.66% |
$192K - $253K
|
15.5K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
3.37K+ 2.62% |
$188K - $247K
|
132K
$10.3M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.28KNew |
$183K - $241K
|
3.28K
$257K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
3.26KNew |
$182K - $239K
|
3.26K
$255K
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.23KNew |
$180K - $238K
|
3.23K
$254K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$177K - $233K
|
3.18K
$249K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.17KNew |
$177K - $233K
|
3.17K
$249K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$176K - $232K
|
3.16K
$247K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$173K - $229K
|
3.11K
$244K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.11KNew |
$173K - $228K
|
3.11K
$244K
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.11KNew |
$173K - $228K
|
3.11K
$244K
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.09K+ 6.1% |
$172K - $227K
|
53.7K
$4.21M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.08KNew |
$172K - $226K
|
3.08K
$242K
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.06KNew |
$171K - $225K
|
3.06K
$240K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05KNew |
$170K - $224K
|
3.05K
$239K
|