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 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.97K+ 9.84% |
$108K - $128K
|
22K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 47.29% |
$106K - $126K
|
6.04K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.75K+ 6.72% |
$96.1K - $113K
|
27.8K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.7K+ 16.46% |
$93.4K - $110K
|
12K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 33.35% |
$90.7K - $107K
|
6.61K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.57K+ 0.48% |
$85.9K - $101K
|
325K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$84.7K - $99.9K
|
1.54K
$83.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.38KNew |
$75.9K - $89.6K
|
1.38K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.38K+ 16.54% |
$75.6K - $89.2K
|
9.7K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.28K+ 26.31% |
$70.4K - $83.1K
|
6.16K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.27K+ 10.46% |
$69.8K - $82.4K
|
13.4K
$728K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.26K+ 4.61% |
$69.2K - $81.6K
|
28.6K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21K+ 340.73% |
$66.6K - $78.6K
|
1.57K
$85K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.18K+ 16.32% |
$64.6K - $76.3K
|
8.39K
$455K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.12KNew |
$61.5K - $72.6K
|
1.12K
$60.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.07K+ 4.14% |
$58.7K - $69.3K
|
26.9K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.06K+ 31.44% |
$58.2K - $68.7K
|
4.43K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.02K+ 9.29% |
$55.9K - $66K
|
12K
$649K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1KNew |
$54.9K - $64.8K
|
1K
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
996+ 12.19% |
$54.7K - $64.5K
|
9.17K
$497K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
925New |
$50.8K - $59.9K
|
925
$50.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
903+ 13.61% |
$49.6K - $58.5K
|
7.54K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
898+ 4.11% |
$49.3K - $58.2K
|
22.7K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
890+ 30.69% |
$48.9K - $57.7K
|
3.79K
$205K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
875New |
$48K - $56.7K
|
875
$47.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
872+ 14.06% |
$47.9K - $56.5K
|
7.07K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
872+ 14.06% |
$47.9K - $56.5K
|
7.07K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
863+ 15.23% |
$47.4K - $55.9K
|
6.53K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
857+ 1.03% |
$47K - $55.5K
|
83.7K
$4.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
809+ 2.51% |
$44.4K - $52.4K
|
33.1K
$1.79M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
801New |
$44K - $51.9K
|
801
$43.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
797+ 1.31% |
$43.8K - $51.6K
|
61.8K
$3.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
795+ 80.47% |
$43.6K - $51.5K
|
1.78K
$96.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
778New |
$42.7K - $50.4K
|
778
$42.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
775+ 0.1% |
$42.5K - $50.2K
|
795K
$43.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
767+ 59.5% |
$42.1K - $49.7K
|
2.06K
$111K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
750+ 20.69% |
$41.2K - $48.6K
|
4.38K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
736+ 281.99% |
$40.4K - $47.7K
|
997
$54K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
725+ 9.92% |
$39.8K - $47K
|
8.04K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
627+ 10.31% |
$34.4K - $40.6K
|
6.71K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
618+ 4.56% |
$33.9K - $40K
|
14.2K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
602New |
$33K - $39K
|
602
$32.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
563+ 7.78% |
$30.9K - $36.5K
|
7.8K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
523+ 0.84% |
$28.7K - $33.9K
|
62.9K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
516+ 12.85% |
$28.3K - $33.4K
|
4.53K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
516+ 8.64% |
$28.3K - $33.4K
|
6.49K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$27.5K - $32.4K
|
500
$27.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
479+ 2.59% |
$26.3K - $31K
|
19K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
471+ 5.52% |
$25.9K - $30.5K
|
9K
$488K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
455+ 0.79% |
$25K - $29.5K
|
57.9K
$3.14M
|