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 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
113+ 5.81% |
$6.2K - $7.32K
|
2.06K
$154K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.38% |
$5.49K - $6.48K
|
26.4K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 1.95% |
$5.44K - $6.42K
|
5.17K
$387K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
92New |
$5.05K - $5.96K
|
92
$6.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
90+ 5.47% |
$4.94K - $5.83K
|
1.73K
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
88+ 0.27% |
$4.83K - $5.7K
|
32.8K
$2.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85+ 9.8% |
$4.67K - $5.51K
|
952
$71.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
82+ 1.94% |
$4.5K - $5.31K
|
4.31K
$323K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82+ 100.0% |
$4.5K - $5.31K
|
164
$12.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
80+ 1.03% |
$4.39K - $5.18K
|
7.82K
$586K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
79+ 20.26% |
$4.34K - $5.12K
|
469
$35.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76+ 0.79% |
$4.17K - $4.92K
|
9.74K
$730K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
76+ 0.27% |
$4.17K - $4.92K
|
27.9K
$2.09M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$3.02K - $3.56K
|
55
$4.12K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
53+ 0.2% |
$2.91K - $3.43K
|
26.2K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53New |
$2.91K - $3.43K
|
53
$3.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 0.6% |
$2.91K - $3.43K
|
8.86K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
50+ 0.11% |
$2.75K - $3.24K
|
46.6K
$3.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 0.31% |
$2.75K - $3.24K
|
16K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
48+ 10.96% |
$2.64K - $3.11K
|
486
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
46+ 1.55% |
$2.53K - $2.98K
|
3.01K
$225K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43New |
$2.36K - $2.79K
|
43
$3.22K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
42+ 1.19% |
$2.31K - $2.72K
|
3.57K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
41+ 0.99% |
$2.25K - $2.66K
|
4.2K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
41+ 12.2% |
$2.25K - $2.66K
|
377
$28.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
37+ 1.77% |
$2.03K - $2.4K
|
2.13K
$159K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
32+ 0.19% |
$1.76K - $2.07K
|
16.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30+ 0.65% |
$1.65K - $1.94K
|
4.67K
$350K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
28+ 0.43% |
$1.54K - $1.81K
|
6.49K
$486K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25New |
$1.37K - $1.62K
|
25
$1.87K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 4.21% |
$1.21K - $1.43K
|
544
$40.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$1.15K - $1.36K
|
21
$1.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 13.33% |
$1.1K - $1.3K
|
170
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
19New |
$1.04K - $1.23K
|
19
$1.42K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$769 - $907
|
14
$1.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13+ 0.31% |
$714 - $842
|
4.26K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 1.57% |
$329 - $389
|
387
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 0.33% |
$329 - $389
|
1.84K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.13% |
$275 - $324
|
3.79K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2New |
$110 - $130
|
2
$150
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$54.9 - $64.8
|
1.14K
$85.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1+ 0.01% |
$54.9 - $64.8
|
7.86K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.02% |
$54.9 - $64.8
|
5.33K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.36% |
$220 - $259
|
1.12K
$83.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 90.0% |
$494 - $583
|
1
$74.9
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 0.41% |
$824 - $972
|
3.62K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21- 5.4% |
$1.15K - $1.36K
|
368
$27.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-22- 0.47% |
$1.21K - $1.43K
|
4.67K
$350K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-31- 0.11% |
$1.7K - $2.01K
|
27.7K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-32- 0.29% |
$1.76K - $2.07K
|
10.9K
$819K
|