Purchases and Sales Made in Q3 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
231+ 3.26% |
$13.6K - $15.2K
|
7.31K
$396K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217+ 16.65% |
$12.8K - $14.3K
|
1.52K
$82.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
207+ 1.32% |
$12.2K - $13.6K
|
15.9K
$863K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 3.27% |
$11.8K - $13.2K
|
6.33K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
188+ 14.85% |
$11.1K - $12.4K
|
1.45K
$78.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 2.5% |
$10.7K - $11.9K
|
7.42K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
179+ 2.55% |
$10.6K - $11.8K
|
7.21K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
177+ 4.89% |
$10.4K - $11.7K
|
3.8K
$206K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
171+ 6.27% |
$10.1K - $11.3K
|
2.9K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
170+ 4.1% |
$10K - $11.2K
|
4.31K
$234K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
166+ 3.58% |
$9.8K - $10.9K
|
4.8K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
165+ 0.91% |
$9.74K - $10.9K
|
18.3K
$992K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.9% |
$9.5K - $10.6K
|
18K
$973K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
158+ 70.85% |
$9.33K - $10.4K
|
381
$20.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
157+ 0.26% |
$9.27K - $10.4K
|
61K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145+ 3.25% |
$8.56K - $9.56K
|
4.6K
$249K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145+ 3.25% |
$8.56K - $9.56K
|
4.6K
$249K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130+ 4.78% |
$7.67K - $8.57K
|
2.85K
$155K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129+ 3.53% |
$7.61K - $8.51K
|
3.79K
$205K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
116+ 1.63% |
$6.85K - $7.65K
|
7.23K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
115+ 1.76% |
$6.79K - $7.58K
|
6.64K
$360K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 0.61% |
$6.61K - $7.39K
|
18.5K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
102+ 1.43% |
$6.02K - $6.73K
|
7.23K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 1.49% |
$5.9K - $6.59K
|
6.8K
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
85New |
$5.02K - $5.6K
|
85
$4.61K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83+ 0.72% |
$4.9K - $5.47K
|
11.7K
$632K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82New |
$4.84K - $5.41K
|
82
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
79+ 1.99% |
$4.66K - $5.21K
|
4.05K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
79+ 2.4% |
$4.66K - $5.21K
|
3.37K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
77+ 0.57% |
$4.55K - $5.08K
|
13.6K
$734K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
74+ 9.33% |
$4.37K - $4.88K
|
867
$47K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
73+ 1.58% |
$4.31K - $4.81K
|
4.69K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 1.96% |
$4.25K - $4.75K
|
3.74K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
71+ 0.27% |
$4.19K - $4.68K
|
26.1K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
68+ 1.63% |
$4.01K - $4.48K
|
4.23K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 1.29% |
$3.9K - $4.35K
|
5.19K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
62+ 1.47% |
$3.66K - $4.09K
|
4.28K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 5.05% |
$3.66K - $4.09K
|
1.29K
$69.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
60New |
$3.54K - $3.96K
|
60
$3.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
57+ 0.42% |
$3.36K - $3.76K
|
13.6K
$738K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
48+ 0.55% |
$2.83K - $3.17K
|
8.81K
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
48+ 0.48% |
$2.83K - $3.17K
|
10.1K
$545K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47+ 47.0% |
$2.77K - $3.1K
|
147
$7.97K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
37+ 0.9% |
$2.18K - $2.44K
|
4.16K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
36+ 0.78% |
$2.13K - $2.37K
|
4.67K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 163.64% |
$2.13K - $2.37K
|
58
$3.14K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 0.89% |
$1.89K - $2.11K
|
3.63K
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
30+ 0.04% |
$1.77K - $1.98K
|
79.7K
$4.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 0.44% |
$1.65K - $1.85K
|
6.39K
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 0.3% |
$1.59K - $1.78K
|
9.12K
$494K
|