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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 11.61% |
$1.53K - $1.71K
|
250
$13.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 10.13% |
$1.42K - $1.58K
|
261
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 0.47% |
$1.36K - $1.52K
|
4.96K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
21+ 0.04% |
$1.24K - $1.38K
|
57.2K
$3.1M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
20+ 0.04% |
$1.18K - $1.32K
|
55.9K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 5.76% |
$1.18K - $1.32K
|
367
$19.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
20+ 0.02% |
$1.18K - $1.32K
|
110K
$5.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 0.57% |
$1.18K - $1.32K
|
3.53K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
19New |
$1.12K - $1.25K
|
19
$1.03K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
11+ 0.29% |
$649 - $725
|
3.75K
$203K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.17% |
$531 - $593
|
5.45K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.17% |
$531 - $593
|
5.45K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.06% |
$413 - $462
|
12.3K
$668K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.1% |
$354 - $396
|
6.11K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.04% |
$295 - $330
|
14.2K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.73% |
$177 - $198
|
412
$22.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.18% |
$118 - $132
|
1.14K
$61.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$59 - $65.9
|
7.44K
$403K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.32% |
$59 - $65.9
|
308
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1- 0.01% |
$59 - $65.9
|
7.49K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2- 0.04% |
$118 - $132
|
5.02K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8- 0.14% |
$472 - $528
|
5.78K
$313K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-14- 0.25% |
$826 - $923
|
5.58K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-15- 0.06% |
$885 - $989
|
24.8K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 35.71% |
$885 - $989
|
27
$1.46K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 8.27% |
$1.3K - $1.45K
|
244
$13.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 2.01% |
$1.36K - $1.52K
|
1.12K
$60.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32- 0.37% |
$1.89K - $2.11K
|
8.69K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-33- 8.94% |
$1.95K - $2.18K
|
336
$18.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-44- 0.17% |
$2.6K - $2.9K
|
26.3K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-50- 0.43% |
$2.95K - $3.3K
|
11.7K
$633K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 3.91% |
$2.95K - $3.3K
|
1.23K
$66.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-56- 0.43% |
$3.31K - $3.69K
|
12.9K
$701K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61- 98.39% |
$3.6K - $4.02K
|
1
$54.2
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-66- 0.41% |
$3.9K - $4.35K
|
16K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-75- 0.98% |
$4.43K - $4.95K
|
7.6K
$412K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 0.27% |
$4.43K - $4.95K
|
27.3K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.2% |
$4.72K - $5.28K
|
6.6K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-87- 1.68% |
$5.14K - $5.74K
|
5.09K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 1.17% |
$5.9K - $6.59K
|
8.44K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100- 65.79% |
$5.9K - $6.59K
|
52
$2.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-103- 1.02% |
$6.08K - $6.79K
|
9.95K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-110- 1.79% |
$6.49K - $7.25K
|
6.04K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-112- 20.36% |
$6.61K - $7.39K
|
438
$23.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-113- 3.24% |
$6.67K - $7.45K
|
3.38K
$183K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-116- 0.55% |
$6.85K - $7.65K
|
20.8K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 12.79% |
$7.08K - $7.91K
|
818
$44.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-124- 2.6% |
$7.32K - $8.18K
|
4.65K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-150- 1.3% |
$8.85K - $9.89K
|
11.4K
$617K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-154- 4.44% |
$9.09K - $10.2K
|
3.32K
$180K
|