Purchases and Sales Made in Q1 2024 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
522+ 59.66% |
$30.2K - $34K
|
1.4K
$79K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
500New |
$29K - $32.5K
|
500
$28.3K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
500+ 11.43% |
$29K - $32.5K
|
4.88K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
464+ 7.86% |
$26.9K - $30.2K
|
6.37K
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
459+ 11.08% |
$26.6K - $29.9K
|
4.6K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
450+ 6.6% |
$26.1K - $29.3K
|
7.27K
$411K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
445New |
$25.8K - $28.9K
|
445
$25.2K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
423+ 10.54% |
$24.5K - $27.5K
|
4.44K
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
419+ 8.13% |
$24.3K - $27.3K
|
5.57K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
398+ 8.56% |
$23K - $25.9K
|
5.05K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
391+ 7.39% |
$22.6K - $25.4K
|
5.68K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
390+ 1.66% |
$22.6K - $25.4K
|
23.8K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
359New |
$20.8K - $23.4K
|
359
$20.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
353New |
$20.4K - $23K
|
353
$20K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
350+ 2.47% |
$20.3K - $22.8K
|
14.5K
$821K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
326+ 16.09% |
$18.9K - $21.2K
|
2.35K
$133K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
300New |
$17.4K - $19.5K
|
300
$17K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
284+ 4.84% |
$16.4K - $18.5K
|
6.15K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
280+ 8.38% |
$16.2K - $18.2K
|
3.62K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
276+ 1.16% |
$16K - $18K
|
24.1K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
241+ 3.41% |
$14K - $15.7K
|
7.31K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
240+ 0.62% |
$13.9K - $15.6K
|
38.8K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
236+ 20.9% |
$13.7K - $15.4K
|
1.37K
$77.2K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
232+ 1.0% |
$13.4K - $15.1K
|
23.4K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
228+ 3.87% |
$13.2K - $14.8K
|
6.12K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
225+ 2.22% |
$13K - $14.6K
|
10.4K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
225+ 2.98% |
$13K - $14.6K
|
7.78K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
215+ 86.0% |
$12.5K - $14K
|
465
$26.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
207+ 11.61% |
$12K - $13.5K
|
1.99K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
205+ 0.9% |
$11.9K - $13.3K
|
22.9K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205+ 5.41% |
$11.9K - $13.3K
|
4K
$226K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$11.6K - $13K
|
200
$11.3K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
191+ 0.55% |
$11.1K - $12.4K
|
35.2K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
186+ 1.63% |
$10.8K - $12.1K
|
11.6K
$655K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
184+ 5.32% |
$10.7K - $12K
|
3.64K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
172+ 0.66% |
$9.96K - $11.2K
|
26.4K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
165+ 2.84% |
$9.56K - $10.7K
|
5.98K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
164New |
$9.5K - $10.7K
|
164
$9.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 0.64% |
$8.45K - $9.5K
|
22.8K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
135+ 2.05% |
$7.82K - $8.78K
|
6.74K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
135New |
$7.82K - $8.78K
|
135
$7.63K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
132+ 2.71% |
$7.64K - $8.59K
|
5K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
128+ 0.61% |
$7.41K - $8.33K
|
21.1K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
125New |
$7.24K - $8.13K
|
125
$7.07K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
118+ 1.45% |
$6.83K - $7.68K
|
8.24K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116+ 0.93% |
$6.72K - $7.55K
|
12.6K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
100+ 0.53% |
$5.79K - $6.51K
|
19K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
99New |
$5.73K - $6.44K
|
99
$5.6K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
92+ 11.25% |
$5.33K - $5.98K
|
910
$51.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
92+ 11.83% |
$5.33K - $5.98K
|
870
$49.2K
|