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 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
40New |
$2.25K - $2.81K
|
40
$2.29K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.75% |
$1.92K - $2.38K
|
4.59K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.86K - $2.31K
|
33
$1.89K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 5.67% |
$1.75K - $2.17K
|
578
$33.1K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
29+ 0.8% |
$1.63K - $2.03K
|
3.66K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28+ 0.46% |
$1.58K - $1.96K
|
6.14K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 0.41% |
$1.41K - $1.75K
|
6.12K
$350K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.42% |
$1.24K - $1.54K
|
5.23K
$300K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.12% |
$1.24K - $1.54K
|
18.9K
$1.08M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
21+ 0.42% |
$1.18K - $1.47K
|
5.05K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
19+ 0.31% |
$1.07K - $1.33K
|
6.14K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
19+ 0.03% |
$1.07K - $1.33K
|
57.2K
$3.27M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18+ 0.54% |
$1.01K - $1.26K
|
3.37K
$193K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15+ 5.98% |
$845 - $1.05K
|
266
$15.2K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.3% |
$676 - $842
|
4.07K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8New |
$451 - $561
|
8
$458
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8+ 0.22% |
$451 - $561
|
3.57K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.11% |
$225 - $281
|
3.65K
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$169 - $210
|
406
$23.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.02% |
$113 - $140
|
11.9K
$679K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.11% |
$225 - $281
|
3.65K
$209K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.14% |
$282 - $351
|
3.65K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 7.69% |
$282 - $351
|
60
$3.44K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.06% |
$282 - $351
|
8.1K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-11- 0.11% |
$620 - $771
|
10.3K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 32.65% |
$902 - $1.12K
|
33
$1.89K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18- 4.65% |
$1.01K - $1.26K
|
369
$21.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-22- 0.21% |
$1.24K - $1.54K
|
10.3K
$589K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 0.39% |
$1.41K - $1.75K
|
6.32K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.66% |
$1.47K - $1.82K
|
3.94K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-37- 27.01% |
$2.09K - $2.59K
|
100
$5.73K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-40- 10.75% |
$2.25K - $2.81K
|
332
$19K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-46- 0.7% |
$2.59K - $3.23K
|
6.55K
$375K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-47- 1.2% |
$2.65K - $3.3K
|
3.88K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 25.0% |
$2.82K - $3.51K
|
150
$8.59K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.3% |
$2.82K - $3.51K
|
16.6K
$951K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-50- 0.6% |
$2.82K - $3.51K
|
8.28K
$474K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-52Closed |
$2.93K - $3.65K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-53- 0.09% |
$2.99K - $3.72K
|
57.7K
$3.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 1.49% |
$3.1K - $3.86K
|
3.65K
$209K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-59- 43.07% |
$3.33K - $4.14K
|
78
$4.47K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 0.16% |
$3.38K - $4.21K
|
38.6K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-64- 1.64% |
$3.61K - $4.49K
|
3.84K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-68- 48.92% |
$3.83K - $4.77K
|
71
$4.07K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-75- 1.41% |
$4.23K - $5.26K
|
5.26K
$301K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-80- 0.24% |
$4.51K - $5.61K
|
33.3K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 26.56% |
$4.57K - $5.68K
|
224
$12.8K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-82Closed |
$4.62K - $5.75K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-83- 67.48% |
$4.68K - $5.82K
|
40
$2.29K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-87- 1.2% |
$4.9K - $6.1K
|
7.14K
$409K
|