Latest Institutional Transactions on Toyota Motor Corp (TM)
This table provides information on the latest institutional transactions involving Toyota Motor Corp (TM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
136+ 68.0% |
$18.2K - $20.2K
|
336
$61.6K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2New |
$267 - $297
|
2
$367
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$194K - $216K
|
1.46K
$267K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-33- 1.88% |
$4.4K - $4.9K
|
1.73K
$317K
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.38K+ 177.98% |
$449K - $501K
|
5.28K
$968K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$1.73K - $1.93K
|
13
$2.39K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
285New |
$37.9K - $42.3K
|
285
$52.3K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.25KNew |
$698K - $779K
|
5.25K
$964K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
85New |
$11.3K - $12.6K
|
85
$15.6K
|
|
Feb 15, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3KNew |
$399K - $445K
|
3K
$550K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.82KNew |
$242K - $270K
|
1.82K
$334K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-111- 2.07% |
$14.8K - $16.5K
|
5.25K
$964K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.5KNew |
$199K - $222K
|
1.5K
$275K
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.6KNew |
$212K - $236K
|
1.6K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
32New |
$4.26K - $4.74K
|
32
$5.87K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
625KNew |
$83.1M - $92.7M
|
625K
$115M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
102New |
$13.6K - $15.1K
|
102
$18.7K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81New |
$10.8K - $12K
|
81
$14.9K
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
28+ 1.02% |
$3.72K - $4.15K
|
2.78K
$510K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.67% |
$3.32K - $3.71K
|
3.76K
$690K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.32KNew |
$308K - $343K
|
2.32K
$425K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-72- 30.38% |
$9.57K - $10.7K
|
165
$30.3K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
106New |
$14.1K - $15.7K
|
106
$19.4K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-71- 0.64% |
$9.44K - $10.5K
|
11K
$2.02M
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
31+ 17.82% |
$4.12K - $4.6K
|
205
$37.6K
|
|
Feb 03, 2023
Q4 2022
|
Channing Global Advisors, LLC
|
BUY
|
- |
165+ 98.8% |
$21.9K - $24.5K
|
332
$60.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
318New |
$42.3K - $47.1K
|
318
$58.3K
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-100- 5.8% |
$13.3K - $14.8K
|
1.63K
$298K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
135New |
$18K - $20K
|
135
$24.8K
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.99K- 41.84% |
$1.06M - $1.18M
|
11.1K
$2.04M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
55New |
$7.31K - $8.15K
|
55
$10.1K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
72New |
$9.57K - $10.7K
|
72
$13.2K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-425- 5.94% |
$56.5K - $63K
|
6.73K
$1.23M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33New |
$4.39K - $4.89K
|
33
$6.05K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12New |
$1.6K - $1.78K
|
12
$2.2K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$13.3K - $14.8K
|
100
$18.3K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
125New |
$16.6K - $18.5K
|
125
$22.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2New |
$266 - $297
|
2
$367
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
368New |
$48.9K - $54.6K
|
368
$67.5K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$332K - $371K
|
2.5K
$459K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31Closed |
$474 - $5.17K
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 3.23% |
$153 - $1.67K
|
300
$55K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10+ 0.61% |
$153 - $1.67K
|
1.64K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.62% |
$351 - $3.84K
|
3.72K
$682K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 12.5% |
$7.64K - $83.4K
|
3.5K
$642K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-239- 7.1% |
$3.65K - $39.9K
|
3.13K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.18KNew |
$48.6K - $530K
|
3.18K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-53- 0.97% |
$810 - $8.84K
|
5.42K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-53- 9.69% |
$810 - $8.84K
|
494
$90.6K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
600+ 36.47% |
$9.17K - $100K
|
2.25K
$412K
|