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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 6.58% |
$59K - $77.8K
|
17.2K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
998+ 15.77% |
$55.6K - $73.3K
|
7.33K
$574K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
965+ 3.64% |
$53.8K - $70.9K
|
27.5K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
916+ 28.85% |
$51K - $67.3K
|
4.09K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
870+ 5.6% |
$48.5K - $63.9K
|
16.4K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
854+ 14.59% |
$47.6K - $62.7K
|
6.71K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
830+ 8.16% |
$46.2K - $61K
|
11K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
762+ 14.53% |
$42.5K - $56K
|
6.01K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
740+ 17.35% |
$41.2K - $54.4K
|
5.01K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
735+ 5.4% |
$40.9K - $54K
|
14.3K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
715+ 9.11% |
$39.8K - $52.5K
|
8.56K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
708+ 125.98% |
$39.4K - $52K
|
1.27K
$99.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
700+ 9.78% |
$39K - $51.4K
|
7.85K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
675+ 9.69% |
$37.6K - $49.6K
|
7.64K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
659+ 1.46% |
$36.7K - $48.4K
|
45.9K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
639+ 16.62% |
$35.6K - $46.9K
|
4.48K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
600+ 19.97% |
$33.4K - $44.1K
|
3.61K
$283K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
600New |
$33.4K - $44.1K
|
600
$47K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
575+ 2.42% |
$32K - $42.2K
|
24.3K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
556+ 5.27% |
$31K - $40.8K
|
11.1K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
542+ 3.74% |
$30.2K - $39.8K
|
15K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
541+ 14.6% |
$30.1K - $39.7K
|
4.25K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
537New |
$29.9K - $39.4K
|
537
$42.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
525+ 8.56% |
$29.2K - $38.6K
|
6.66K
$522K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
509+ 19.27% |
$28.4K - $37.4K
|
3.15K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
507+ 3.32% |
$28.2K - $37.2K
|
15.8K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
463New |
$25.8K - $34K
|
463
$36.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
456+ 660.87% |
$25.4K - $33.5K
|
525
$41.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
449+ 12.82% |
$25K - $33K
|
3.95K
$310K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
449+ 1.79% |
$25K - $33K
|
25.5K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
431New |
$24K - $31.7K
|
431
$33.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
428New |
$23.8K - $31.4K
|
428
$33.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
411+ 11.17% |
$22.9K - $30.2K
|
4.09K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
401+ 1.21% |
$22.3K - $29.5K
|
33.7K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
400+ 7.1% |
$22.3K - $29.4K
|
6.04K
$473K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
382+ 5.78% |
$21.3K - $28.1K
|
7K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
338+ 5.64% |
$18.8K - $24.8K
|
6.33K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
335+ 0.23% |
$18.7K - $24.6K
|
149K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
308New |
$17.2K - $22.6K
|
308
$24.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
285+ 66.59% |
$15.9K - $20.9K
|
713
$55.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
280+ 1.19% |
$15.6K - $20.6K
|
23.8K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
274+ 1.32% |
$15.3K - $20.1K
|
21.1K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
254New |
$14.2K - $18.7K
|
254
$19.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
237+ 2.09% |
$13.2K - $17.4K
|
11.6K
$906K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
235New |
$13.1K - $17.3K
|
235
$18.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
222+ 0.37% |
$12.4K - $16.3K
|
60.8K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
221+ 102.31% |
$12.3K - $16.2K
|
437
$34.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
218New |
$12.1K - $16K
|
218
$17.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
217+ 3.2% |
$12.1K - $15.9K
|
7K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
213+ 1.19% |
$11.9K - $15.6K
|
18.1K
$1.42M
|