Purchases and Sales Made in Q4 2022 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55New |
$3.22K - $3.77K
|
55
$3.3K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
55New |
$3.22K - $3.77K
|
55
$3.3K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
52New |
$3.05K - $3.57K
|
52
$3.12K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52New |
$3.05K - $3.57K
|
52
$3.12K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
50+ 0.26% |
$2.93K - $3.43K
|
19K
$1.14M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$2.93K - $3.43K
|
50
$3K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49New |
$2.87K - $3.36K
|
49
$2.94K
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
48+ 0.34% |
$2.81K - $3.29K
|
14.1K
$842K
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
47+ 0.05% |
$2.75K - $3.22K
|
89.8K
$5.38M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40New |
$2.34K - $2.74K
|
40
$2.4K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
36+ 0.47% |
$2.11K - $2.47K
|
7.74K
$464K
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
34+ 0.51% |
$1.99K - $2.33K
|
6.76K
$405K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.71% |
$1.87K - $2.19K
|
4.56K
$273K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.7K - $1.99K
|
29
$1.74K
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
29+ 0.34% |
$1.7K - $1.99K
|
8.58K
$515K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28+ 0.77% |
$1.64K - $1.92K
|
3.65K
$219K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 0.16% |
$1.64K - $1.92K
|
18.1K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 0.4% |
$1.23K - $1.44K
|
5.21K
$312K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18+ 41.86% |
$1.05K - $1.23K
|
61
$3.66K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 1.3% |
$410 - $480
|
547
$32.8K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6+ 0.07% |
$352 - $411
|
9.17K
$549K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.22% |
$176 - $206
|
1.36K
$81.6K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2New |
$117 - $137
|
2
$120
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.5% |
$117 - $137
|
403
$24.2K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.48% |
$117 - $137
|
137
$8.21K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.02% |
$117 - $137
|
11.9K
$710K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.04% |
$58.6 - $68.6
|
2.24K
$134K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-6- 0.15% |
$352 - $411
|
3.91K
$234K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.2% |
$469 - $549
|
4.06K
$244K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9- 0.25% |
$527 - $617
|
3.65K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.16% |
$586 - $686
|
6.27K
$376K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 3.48% |
$644 - $754
|
305
$18.3K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 0.15% |
$703 - $823
|
7.75K
$465K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-15- 6.98% |
$879 - $1.03K
|
200
$12K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15- 0.06% |
$879 - $1.03K
|
24.1K
$1.45M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-20- 0.47% |
$1.17K - $1.37K
|
4.22K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-22- 0.21% |
$1.29K - $1.51K
|
10.2K
$614K
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-25- 0.1% |
$1.46K - $1.71K
|
25.6K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-25- 0.09% |
$1.46K - $1.71K
|
26.5K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-28- 0.03% |
$1.64K - $1.92K
|
103K
$6.19M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 0.54% |
$1.7K - $1.99K
|
5.37K
$322K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.09% |
$1.76K - $2.06K
|
33.4K
$2M
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-34- 0.07% |
$1.99K - $2.33K
|
50.7K
$3.04M
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 1.05% |
$2.05K - $2.4K
|
3.3K
$198K
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-38- 0.24% |
$2.23K - $2.61K
|
15.9K
$955K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-40- 22.35% |
$2.34K - $2.74K
|
139
$8.33K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40- 0.04% |
$2.34K - $2.74K
|
93.9K
$5.63M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 0.32% |
$2.93K - $3.43K
|
15.7K
$942K
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-50- 0.16% |
$2.93K - $3.43K
|
31.1K
$1.86M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-50- 0.86% |
$2.93K - $3.43K
|
5.8K
$347K
|