Purchases and Sales Made in Q4 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.21KNew |
$341K - $402K
|
6.21K
$336K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.11K+ 39.13% |
$335K - $396K
|
21.7K
$1.18M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.89KNew |
$323K - $382K
|
5.89K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.8KNew |
$318K - $376K
|
5.8K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.73K+ 30.03% |
$315K - $371K
|
24.8K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.61K+ 13.44% |
$308K - $364K
|
47.4K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61K+ 15.37% |
$308K - $363K
|
42.1K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.45KNew |
$299K - $353K
|
5.45K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.41KNew |
$297K - $350K
|
5.41K
$293K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.96KNew |
$272K - $321K
|
4.96K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.93KNew |
$271K - $320K
|
4.93K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.76KNew |
$261K - $308K
|
4.76K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
4.69K+ 5.33% |
$257K - $304K
|
92.7K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.65KNew |
$255K - $301K
|
4.65K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.41KNew |
$242K - $286K
|
4.41K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.34KNew |
$238K - $281K
|
4.34K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
4.26KNew |
$234K - $276K
|
4.26K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.14KNew |
$227K - $268K
|
4.14K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 22.12% |
$225K - $266K
|
22.7K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
4.08K+ 7.88% |
$224K - $264K
|
55.8K
$3.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.06KNew |
$223K - $263K
|
4.06K
$220K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.02KNew |
$220K - $260K
|
4.02K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.9K+ 76.9% |
$214K - $253K
|
8.97K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85K+ 1.63% |
$211K - $249K
|
240K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.78K+ 2.96% |
$208K - $245K
|
131K
$7.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.65KNew |
$200K - $236K
|
3.65K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.6KNew |
$198K - $234K
|
3.6K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.56KNew |
$195K - $231K
|
3.56K
$193K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.46KNew |
$190K - $224K
|
3.46K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.42K+ 31.45% |
$187K - $221K
|
14.3K
$773K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.41KNew |
$187K - $221K
|
3.41K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.39KNew |
$186K - $220K
|
3.39K
$184K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.38KNew |
$186K - $219K
|
3.38K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.31KNew |
$182K - $214K
|
3.31K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.28KNew |
$180K - $212K
|
3.28K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.26KNew |
$179K - $211K
|
3.26K
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.21K+ 2.27% |
$176K - $208K
|
145K
$7.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3.21KNew |
$176K - $208K
|
3.21K
$174K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.2KNew |
$176K - $207K
|
3.2K
$173K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.19KNew |
$175K - $207K
|
3.19K
$173K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11KNew |
$171K - $201K
|
3.11K
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
2.68K+ 4.94% |
$147K - $174K
|
57K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.6K+ 5.96% |
$142K - $168K
|
46.2K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.57K+ 2.93% |
$141K - $166K
|
90.2K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.49K+ 33.32% |
$137K - $161K
|
9.96K
$540K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.42K+ 94.12% |
$133K - $157K
|
4.98K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.3K+ 2.0% |
$126K - $149K
|
117K
$6.35M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 1.96% |
$126K - $148K
|
119K
$6.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.26K+ 12.68% |
$124K - $146K
|
20K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.23K+ 7.38% |
$122K - $144K
|
32.4K
$1.75M
|