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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-288- 3.21% |
$15.8K - $18.7K
|
8.68K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-294- 4.81% |
$16.1K - $19.1K
|
5.82K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 3.98% |
$16.3K - $19.2K
|
7.14K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-300- 3.61% |
$16.5K - $19.4K
|
8K
$434K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-311- 1.32% |
$17.1K - $20.2K
|
23.3K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-324- 4.26% |
$17.8K - $21K
|
7.28K
$394K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-325- 22.35% |
$17.8K - $21.1K
|
1.13K
$61.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-330- 8.05% |
$18.1K - $21.4K
|
3.77K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-339- 4.56% |
$18.6K - $22K
|
7.1K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-352- 2.35% |
$19.3K - $22.8K
|
14.6K
$792K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-354- 7.07% |
$19.4K - $22.9K
|
4.65K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-358- 0.34% |
$19.7K - $23.2K
|
105K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-369- 7.34% |
$20.3K - $23.9K
|
4.66K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-387- 4.74% |
$21.2K - $25.1K
|
7.78K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-387- 11.09% |
$21.2K - $25.1K
|
3.1K
$168K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-410- 5.32% |
$22.5K - $26.6K
|
7.29K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-435- 2.01% |
$23.9K - $28.2K
|
21.2K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-472- 3.98% |
$25.9K - $30.6K
|
11.4K
$617K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-478- 12.51% |
$26.2K - $31K
|
3.34K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-487- 5.67% |
$26.7K - $31.6K
|
8.1K
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-504- 2.12% |
$27.7K - $32.7K
|
23.2K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-517- 18.61% |
$28.4K - $33.5K
|
2.26K
$123K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-524- 2.08% |
$28.8K - $34K
|
24.7K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-525- 11.58% |
$28.8K - $34K
|
4.01K
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-533- 75.71% |
$29.3K - $34.5K
|
171
$9.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-564- 4.31% |
$31K - $36.5K
|
12.5K
$679K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-594- 12.91% |
$32.6K - $38.5K
|
4.01K
$217K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-613- 15.94% |
$33.7K - $39.7K
|
3.23K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-613- 4.5% |
$33.7K - $39.7K
|
13K
$704K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-614- 6.07% |
$33.7K - $39.8K
|
9.5K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-621- 0.07% |
$34.1K - $40.2K
|
850K
$46.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-636- 2.8% |
$34.9K - $41.2K
|
22.1K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-640- 2.66% |
$35.1K - $41.5K
|
23.5K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-640- 2.3% |
$35.1K - $41.5K
|
27.2K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-667- 66.3% |
$36.6K - $43.2K
|
339
$18.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-691- 17.33% |
$37.9K - $44.8K
|
3.3K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-783- 18.63% |
$43K - $50.7K
|
3.42K
$185K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-800- 7.02% |
$43.9K - $51.8K
|
10.6K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-822- 7.61% |
$45.1K - $53.3K
|
9.98K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-837- 18.74% |
$46K - $54.2K
|
3.63K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-837- 4.03% |
$46K - $54.2K
|
20K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-874- 43.77% |
$48K - $56.6K
|
1.12K
$60.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-887- 14.76% |
$48.7K - $57.5K
|
5.12K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-922- 7.48% |
$50.6K - $59.7K
|
11.4K
$618K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-994- 7.0% |
$54.6K - $64.4K
|
13.2K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-1K- 8.57% |
$54.9K - $64.8K
|
10.7K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1K- 4.13% |
$54.9K - $64.8K
|
23.2K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.01K- 14.8% |
$55.7K - $65.7K
|
5.84K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.12K- 1.3% |
$61.3K - $72.4K
|
84.9K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.12K- 6.57% |
$61.5K - $72.6K
|
15.9K
$863K
|