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 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-60- 0.1% |
$3.29K - $3.89K
|
62.8K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-73- 0.1% |
$4.01K - $4.73K
|
70K
$3.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-82- 0.83% |
$4.5K - $5.31K
|
9.84K
$533K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-82- 0.34% |
$4.5K - $5.31K
|
23.9K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-83- 0.71% |
$4.56K - $5.38K
|
11.6K
$627K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 0.69% |
$4.56K - $5.38K
|
12K
$650K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-89- 0.4% |
$4.89K - $5.77K
|
22K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-89- 63.12% |
$4.89K - $5.77K
|
52
$2.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-95- 1.91% |
$5.22K - $6.16K
|
4.87K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.41% |
$5.27K - $6.22K
|
3.88K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-97- 1.29% |
$5.33K - $6.29K
|
7.4K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-100- 0.47% |
$5.49K - $6.48K
|
21K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-103- 0.59% |
$5.65K - $6.67K
|
17.2K
$934K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-111- 3.18% |
$6.09K - $7.19K
|
3.38K
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-115- 1.92% |
$6.31K - $7.45K
|
5.86K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-115- 0.36% |
$6.31K - $7.45K
|
31.5K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-121- 29.37% |
$6.64K - $7.84K
|
291
$15.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 0.78% |
$6.86K - $8.1K
|
15.9K
$861K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-125- 51.23% |
$6.86K - $8.1K
|
119
$6.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-126- 2.84% |
$6.92K - $8.16K
|
4.31K
$233K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-130- 3.35% |
$7.14K - $8.42K
|
3.75K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 5.06% |
$7.14K - $8.42K
|
2.44K
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-135- 3.6% |
$7.41K - $8.75K
|
3.61K
$196K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-149- 3.16% |
$8.18K - $9.66K
|
4.57K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-160- 5.82% |
$8.78K - $10.4K
|
2.59K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-162- 2.54% |
$8.89K - $10.5K
|
6.23K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-166- 4.32% |
$9.11K - $10.8K
|
3.68K
$199K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-190- 2.03% |
$10.4K - $12.3K
|
9.17K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-194- 5.29% |
$10.7K - $12.6K
|
3.47K
$188K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-197- 3.41% |
$10.8K - $12.8K
|
5.58K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-197- 3.7% |
$10.8K - $12.8K
|
5.13K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-200- 3.48% |
$11K - $13K
|
5.54K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-200- 0.86% |
$11K - $13K
|
23.2K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-205- 1.11% |
$11.3K - $13.3K
|
18.3K
$992K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-210- 4.66% |
$11.5K - $13.6K
|
4.3K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-210- 2.09% |
$11.5K - $13.6K
|
9.85K
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-240- 6.42% |
$13.2K - $15.6K
|
3.5K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-240- 4.77% |
$13.2K - $15.6K
|
4.79K
$259K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-241- 0.96% |
$13.2K - $15.6K
|
25K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-245- 1.79% |
$13.5K - $15.9K
|
13.4K
$727K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-249- 10.88% |
$13.7K - $16.1K
|
2.04K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-250- 1.01% |
$13.7K - $16.2K
|
24.6K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-250- 0.91% |
$13.7K - $16.2K
|
27.4K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-250- 3.68% |
$13.7K - $16.2K
|
6.55K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-254- 3.13% |
$13.9K - $16.5K
|
7.87K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-254- 1.67% |
$13.9K - $16.5K
|
14.9K
$810K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-259- 0.8% |
$14.2K - $16.8K
|
32.2K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-274- 2.3% |
$15K - $17.8K
|
11.6K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-276- 3.72% |
$15.2K - $17.9K
|
7.14K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-279- 25.43% |
$15.3K - $18.1K
|
818
$44.3K
|