Purchases and Sales Made in Q1 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
3.96KNew |
$223K - $278K
|
3.96K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.83KNew |
$216K - $269K
|
3.83K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.82KNew |
$215K - $268K
|
3.82K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
3.74KNew |
$211K - $262K
|
3.74K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.7K+ 4.52% |
$209K - $259K
|
85.5K
$4.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.65K+ 114.74% |
$206K - $256K
|
6.83K
$391K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
3.54K+ 1.34% |
$199K - $248K
|
267K
$15.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.48K+ 109.14% |
$196K - $244K
|
6.66K
$381K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.36KNew |
$189K - $236K
|
3.36K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.28K+ 0.09% |
$185K - $230K
|
3.67M
$210M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.26K+ 23.77% |
$184K - $228K
|
17K
$972K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.05K+ 6.68% |
$172K - $214K
|
48.6K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.72K+ 0.83% |
$153K - $190K
|
331K
$18.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.49K+ 9.91% |
$141K - $175K
|
27.6K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.38K+ 3.72% |
$134K - $167K
|
66.3K
$3.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33KNew |
$131K - $163K
|
2.33K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 58.86% |
$131K - $163K
|
6.28K
$359K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.3KNew |
$130K - $162K
|
2.3K
$132K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 23.53% |
$129K - $160K
|
12K
$688K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.98K+ 9.27% |
$111K - $139K
|
23.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 19.09% |
$106K - $132K
|
11.8K
$673K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.87K+ 3.69% |
$105K - $131K
|
52.5K
$3.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
1.8K+ 1201.33% |
$102K - $126K
|
1.95K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 57.4% |
$101K - $125K
|
4.89K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 1.68% |
$97K - $121K
|
104K
$5.96M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 22.83% |
$96.4K - $120K
|
9.2K
$527K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.66K+ 49.26% |
$93.5K - $116K
|
5.03K
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.63K+ 17.78% |
$91.9K - $114K
|
10.8K
$618K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.57K+ 9.4% |
$88.4K - $110K
|
18.2K
$1.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.55K+ 9.46% |
$87.6K - $109K
|
18K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.45K+ 37.25% |
$81.8K - $102K
|
5.35K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 1.56% |
$81.7K - $102K
|
94.3K
$5.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 10.59% |
$80.7K - $100K
|
15K
$856K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 24.28% |
$80.1K - $99.7K
|
7.27K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.4K+ 1.03% |
$78.9K - $98.2K
|
138K
$7.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.39K+ 38.26% |
$78.2K - $97.3K
|
5.02K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.36K+ 30.77% |
$76.8K - $95.5K
|
5.79K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.35K+ 24.69% |
$76.3K - $94.9K
|
6.83K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.35K+ 49.02% |
$75.9K - $94.5K
|
4.1K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.27K+ 1.08% |
$71.8K - $89.3K
|
119K
$6.82M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.25K+ 30.89% |
$70.5K - $87.7K
|
5.3K
$303K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23K+ 15.67% |
$69.5K - $86.5K
|
9.11K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 1.02% |
$69.3K - $86.3K
|
121K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.17K+ 6.35% |
$65.7K - $81.8K
|
19.5K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.12K+ 1.22% |
$63.2K - $78.7K
|
92.9K
$5.32M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.05KNew |
$59.3K - $73.8K
|
1.05K
$60.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.05KNew |
$59.3K - $73.8K
|
1.05K
$60.3K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.04K+ 30.96% |
$58.4K - $72.7K
|
4.39K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.01K+ 16.76% |
$56.8K - $70.6K
|
7.02K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
972+ 8.42% |
$54.8K - $68.2K
|
12.5K
$717K
|