Purchases and Sales Made in Q4 2024 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q4 2024. 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 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
110+ 2.2% |
$5.67K - $7.02K
|
5.11K
$353K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98+ 25.26% |
$5.05K - $6.25K
|
486
$33.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
98+ 0.3% |
$5.05K - $6.25K
|
33.2K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
93+ 1.43% |
$4.8K - $5.93K
|
6.57K
$454K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
82New |
$4.23K - $5.23K
|
82
$5.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
71+ 4.93% |
$3.66K - $4.53K
|
1.51K
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
70+ 0.97% |
$3.61K - $4.47K
|
7.28K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63New |
$3.25K - $4.02K
|
63
$4.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
54New |
$2.78K - $3.45K
|
54
$3.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
51+ 0.68% |
$2.63K - $3.25K
|
7.58K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$2.58K - $3.19K
|
50
$3.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 12.67% |
$2.42K - $3K
|
418
$28.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41+ 0.33% |
$2.11K - $2.62K
|
12.6K
$872K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 1.72% |
$2.01K - $2.49K
|
2.3K
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
37+ 0.24% |
$1.91K - $2.36K
|
15.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 16.44% |
$1.91K - $2.36K
|
262
$18.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.93% |
$1.8K - $2.23K
|
3.79K
$262K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
32+ 0.54% |
$1.65K - $2.04K
|
5.92K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
30+ 0.76% |
$1.55K - $1.91K
|
3.99K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.49% |
$1.5K - $1.85K
|
1.98K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$1.34K - $1.66K
|
26
$1.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
25New |
$1.29K - $1.6K
|
25
$1.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
22+ 0.42% |
$1.13K - $1.4K
|
5.2K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
20+ 0.9% |
$1.03K - $1.28K
|
2.23K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
19+ 0.05% |
$980 - $1.21K
|
34.9K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
18New |
$928 - $1.15K
|
18
$1.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$773 - $957
|
15
$1.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$670 - $829
|
13
$898
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
12New |
$619 - $766
|
12
$829
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 6.71% |
$516 - $638
|
159
$11K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6New |
$309 - $383
|
6
$414
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6New |
$309 - $383
|
6
$414
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.0% |
$155 - $191
|
303
$20.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$51.6 - $63.8
|
5.17K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.04% |
$206 - $255
|
10K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 30.77% |
$206 - $255
|
9
$621
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 3.9% |
$309 - $383
|
148
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6- 0.13% |
$309 - $383
|
4.58K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 81.25% |
$670 - $829
|
3
$207
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-16- 0.18% |
$825 - $1.02K
|
9.08K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 6.52% |
$928 - $1.15K
|
258
$17.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 2.02% |
$1.39K - $1.72K
|
1.31K
$90.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-29- 0.82% |
$1.5K - $1.85K
|
3.53K
$244K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-34- 0.94% |
$1.75K - $2.17K
|
3.6K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-35- 0.54% |
$1.8K - $2.23K
|
6.47K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.8% |
$1.86K - $2.3K
|
4.49K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-38- 0.26% |
$1.96K - $2.42K
|
14.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 35.0% |
$2.17K - $2.68K
|
78
$5.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 0.48% |
$2.42K - $3K
|
9.72K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 33.33% |
$2.58K - $3.19K
|
100
$6.91K
|