Purchases and Sales Made in Q4 2022 in Teladoc Health, Inc. (TDOC)
This table provides information about the institutional ownership of Teladoc Health, Inc. (TDOC) during Q4 2022. The information is specifically focused on institutions that hold shares of Teladoc Health, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180New |
$4.11K - $6K
|
180
$1.71K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
175+ 69.17% |
$4K - $5.83K
|
428
$4.07K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
159+ 0.91% |
$3.63K - $5.3K
|
17.6K
$167K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
147New |
$3.36K - $4.9K
|
147
$1.4K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
147+ 12.89% |
$3.36K - $4.9K
|
1.29K
$12.2K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 13.13% |
$2.74K - $4K
|
1.03K
$9.83K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
112+ 46.86% |
$2.56K - $3.73K
|
351
$3.34K
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
100New |
$2.28K - $3.33K
|
100
$951
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
100+ 175.44% |
$2.28K - $3.33K
|
157
$1.49K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 4.87% |
$2.28K - $3.33K
|
2.16K
$20.5K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
88New |
$2.01K - $2.93K
|
88
$837
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
86+ 108.86% |
$1.96K - $2.86K
|
165
$1.57K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
86New |
$1.96K - $2.86K
|
86
$818
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$1.92K - $2.8K
|
84
$799
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 24.53% |
$1.48K - $2.17K
|
330
$3.14K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64New |
$1.46K - $2.13K
|
64
$609
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 75.0% |
$1.37K - $2K
|
140
$1.33K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 187.5% |
$1.37K - $2K
|
92
$875
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
60New |
$1.37K - $2K
|
60
$571
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
50New |
$1.14K - $1.67K
|
50
$476
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
49+ 26.92% |
$1.12K - $1.63K
|
231
$2.2K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
49+ 196.0% |
$1.12K - $1.63K
|
74
$704
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$868 - $1.27K
|
38
$361
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.08% |
$753 - $1.1K
|
3.08K
$29.3K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 5.49% |
$685 - $999
|
576
$5.48K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$639 - $933
|
28
$266
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
27New |
$616 - $899
|
27
$257
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
27New |
$616 - $899
|
27
$257
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
25New |
$571 - $833
|
25
$238
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
25+ 2.5% |
$571 - $833
|
1.03K
$9.75K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$548 - $799
|
24
$228
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21New |
$479 - $700
|
21
$200
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 100.0% |
$457 - $666
|
40
$380
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
20New |
$457 - $666
|
20
$190
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13New |
$297 - $433
|
13
$124
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
13New |
$297 - $433
|
13
$124
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$297 - $433
|
13
$124
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$274 - $400
|
12
$114
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
10New |
$228 - $333
|
10
$95.1
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 175.0% |
$160 - $233
|
11
$105
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
4New |
$91.3 - $133
|
4
$38
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.33% |
$45.7 - $66.6
|
616
$5.86K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 25.0% |
$45.7 - $66.6
|
10
$95.1
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2New |
$45.7 - $66.6
|
2
$19
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$22.8 - $33.3
|
1
$9.51
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 1.75% |
$22.8 - $33.3
|
56
$533
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.36% |
$45.7 - $66.6
|
548
$5.21K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3- 0.12% |
$68.5 - $99.9
|
2.54K
$24.2K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 33.33% |
$91.3 - $133
|
8
$76.1
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 7.46% |
$114 - $167
|
62
$590
|