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 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.13K- 25.95% |
$61.9K - $73K
|
3.22K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.14K- 5.07% |
$62.4K - $73.6K
|
21.3K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 8.48% |
$62.9K - $74.2K
|
12.4K
$670K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.18K- 18.58% |
$64.5K - $76.1K
|
5.15K
$279K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.19K- 26.63% |
$65.3K - $77K
|
3.28K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.2K- 14.18% |
$65.7K - $77.6K
|
7.24K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 19.18% |
$70.1K - $82.7K
|
5.38K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.29K- 38.88% |
$70.8K - $83.5K
|
2.03K
$110K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.45K- 17.28% |
$79.6K - $94K
|
6.94K
$376K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.55K- 15.13% |
$84.9K - $100K
|
8.67K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.6K- 1.0% |
$87.7K - $104K
|
159K
$8.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.64K- 26.28% |
$89.9K - $106K
|
4.59K
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.64K- 2.41% |
$89.9K - $106K
|
66.2K
$3.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.65K- 6.05% |
$90.6K - $107K
|
25.6K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.65K- 10.24% |
$90.7K - $107K
|
14.5K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 29.64% |
$94K - $111K
|
4.06K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.81K- 10.01% |
$99.1K - $117K
|
16.2K
$880K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.82K- 3.16% |
$99.9K - $118K
|
55.8K
$3.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.95K- 5.9% |
$107K - $126K
|
31.1K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.95K- 24.86% |
$107K - $127K
|
5.9K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.96K- 1.52% |
$108K - $127K
|
127K
$6.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.06K- 50.77% |
$113K - $133K
|
1.99K
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.11K- 7.09% |
$116K - $137K
|
27.7K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.12K- 38.87% |
$116K - $137K
|
3.33K
$181K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.12K- 38.87% |
$116K - $137K
|
3.33K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.27K- 0.14% |
$125K - $147K
|
1.63M
$88.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.3K- 25.23% |
$126K - $149K
|
6.82K
$369K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.35K- 17.43% |
$129K - $152K
|
11.1K
$603K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.36K- 11.6% |
$130K - $153K
|
18K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.38K- 36.05% |
$131K - $154K
|
4.22K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.4K- 0.82% |
$132K - $156K
|
291K
$15.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.48K- 65.17% |
$136K - $161K
|
1.33K
$71.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.51K- 1.06% |
$138K - $163K
|
234K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.57K- 7.71% |
$141K - $166K
|
30.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 27.33% |
$145K - $171K
|
7.01K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.69K- 14.68% |
$147K - $174K
|
15.6K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.9K- 24.95% |
$159K - $188K
|
8.72K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.3K- 12.54% |
$181K - $214K
|
23K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.32K- 14.62% |
$182K - $215K
|
19.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.78K- 29.2% |
$207K - $245K
|
9.15K
$496K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.79K- 23.06% |
$208K - $246K
|
12.7K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.83K- 5.65% |
$210K - $248K
|
64K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.92K- 3.59% |
$215K - $254K
|
105K
$5.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.95K- 5.45% |
$217K - $256K
|
68.6K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.62K- 2.19% |
$254K - $299K
|
207K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.65K- 17.47% |
$255K - $301K
|
22K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-4.69K- 0.03% |
$258K - $304K
|
14.6M
$791M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.82K- 1.17% |
$265K - $312K
|
407K
$22M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.88K- 40.6% |
$268K - $316K
|
7.14K
$387K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.9K- 5.46% |
$269K - $318K
|
84.8K
$4.6M
|