Institutional Ownership Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 913 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
13,331
shares
|
$707,342
0.03% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,270
shares
|
$704,106
0.1% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,102
shares
|
$695,192
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
12,655
shares
|
$671,474
0.05% of portfolio
|
Q3 2024
Reduced 29.71%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
12,589
shares
|
$667,972
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,144
shares
|
$644,360
0.05% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,063
shares
|
$640,062
0.0% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,962
shares
|
$634,703
0.0% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,904
shares
|
$631,626
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
11,796
shares
|
$625,895
0.14% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$624,781
0.02% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,770
shares
|
$624,516
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,632
shares
|
$617,193
0.0% of portfolio
|
Q3 2024
Added 114.34%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,578
shares
|
$614,328
0.06% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
11,558
shares
|
$613,267
0.01% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
11,398
shares
|
$604,777
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,395
shares
|
$604,618
0.16% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
11,294
shares
|
$599,259
0.02% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
11,000
shares
|
$583,660
0.19% of portfolio
|
Q1 2022
Reduced 12.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,659
shares
|
$565,566
0.07% of portfolio
|
Q4 2022
Added 3.4%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
10,591
shares
|
$561,958
0.15% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,590
shares
|
$561,905
0.13% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
10,576
shares
|
$561,162
0.05% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
10,550
shares
|
$559,783
0.0% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,228
shares
|
$542,697
0.01% of portfolio
|
Q3 2024
Added 0.31%
|