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 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
441+ 5.08% |
$24.2K - $28.6K
|
9.13K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
440+ 0.58% |
$24.2K - $28.5K
|
76.6K
$4.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
434+ 5.98% |
$23.8K - $28.1K
|
7.7K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
410+ 8.55% |
$22.5K - $26.6K
|
5.21K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
392+ 7.7% |
$21.5K - $25.4K
|
5.48K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
390+ 3.84% |
$21.4K - $25.3K
|
10.6K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
388+ 9.38% |
$21.3K - $25.1K
|
4.53K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
383+ 0.85% |
$21K - $24.8K
|
45.2K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
371+ 10.28% |
$20.4K - $24K
|
3.98K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
362New |
$19.9K - $23.5K
|
362
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
355+ 4.07% |
$19.5K - $23K
|
9.07K
$491K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
339New |
$18.6K - $22K
|
339
$18.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
335+ 0.26% |
$18.4K - $21.7K
|
129K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
327+ 628.85% |
$18K - $21.2K
|
379
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
327+ 2.61% |
$18K - $21.2K
|
12.9K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17.8K - $21.1K
|
325
$17.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
324+ 2314.29% |
$17.8K - $21K
|
338
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
304New |
$16.7K - $19.7K
|
304
$16.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
290+ 17.31% |
$15.9K - $18.8K
|
1.97K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
286+ 92.86% |
$15.7K - $18.5K
|
594
$32.2K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
266+ 54.07% |
$14.6K - $17.2K
|
758
$41.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
260+ 0.68% |
$14.3K - $16.8K
|
38.7K
$2.1M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
260+ 0.68% |
$14.3K - $16.8K
|
38.7K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
258+ 15.18% |
$14.2K - $16.7K
|
1.96K
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
250+ 1.22% |
$13.7K - $16.2K
|
20.7K
$1.12M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 16.45% |
$13.7K - $16.2K
|
1.77K
$95.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
237+ 0.63% |
$13K - $15.4K
|
37.6K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
231+ 2.25% |
$12.7K - $15K
|
10.5K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$11.9K - $14.1K
|
217
$11.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$11K - $13K
|
200
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$11K - $13K
|
200
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$11K - $13K
|
200
$10.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
188+ 2.37% |
$10.3K - $12.2K
|
8.12K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
186New |
$10.2K - $12.1K
|
186
$10.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
175New |
$9.61K - $11.3K
|
175
$9.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
174+ 10.65% |
$9.55K - $11.3K
|
1.81K
$98K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
174+ 0.87% |
$9.55K - $11.3K
|
20.1K
$1.09M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
157New |
$8.62K - $10.2K
|
157
$8.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
151New |
$8.29K - $9.78K
|
151
$8.18K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
150+ 0.87% |
$8.24K - $9.72K
|
17.3K
$937K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
150+ 1.0% |
$8.24K - $9.72K
|
15.1K
$818K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
148+ 11.91% |
$8.13K - $9.59K
|
1.39K
$75.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
141New |
$7.74K - $9.14K
|
141
$7.64K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
125New |
$6.86K - $8.1K
|
125
$6.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 1.75% |
$6.26K - $7.39K
|
6.63K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
113+ 5.81% |
$6.2K - $7.32K
|
2.06K
$112K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.38% |
$5.49K - $6.48K
|
26.4K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 1.95% |
$5.44K - $6.42K
|
5.17K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
92New |
$5.05K - $5.96K
|
92
$4.99K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
90+ 5.47% |
$4.94K - $5.83K
|
1.73K
$94K
|