Purchases and Sales Made in Q2 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.28KNew |
$186K - $204K
|
3.28K
$178K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.28K+ 11.15% |
$186K - $204K
|
32.7K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$185K - $204K
|
3.28K
$178K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.26KNew |
$184K - $203K
|
3.26K
$177K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 0.79% |
$177K - $195K
|
399K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.05KNew |
$173K - $190K
|
3.05K
$165K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.87K+ 5.44% |
$163K - $179K
|
55.7K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84K+ 21.72% |
$161K - $177K
|
15.9K
$863K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.8K+ 0.98% |
$158K - $174K
|
289K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.79K+ 16.21% |
$158K - $174K
|
20K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.71K+ 15.29% |
$154K - $169K
|
20.5K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.59K+ 61.66% |
$146K - $161K
|
6.78K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
2.58K+ 1.03% |
$146K - $160K
|
252K
$13.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.52K+ 21.51% |
$143K - $157K
|
14.3K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.47K+ 12.93% |
$140K - $154K
|
21.6K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.47K+ 37.09% |
$140K - $154K
|
9.13K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.42K+ 0.29% |
$137K - $150K
|
834K
$45.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.35K+ 9.91% |
$133K - $146K
|
26.1K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.29K+ 3.86% |
$130K - $143K
|
61.6K
$3.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.28K+ 0.86% |
$129K - $142K
|
269K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.17K+ 7.93% |
$123K - $135K
|
29.5K
$1.6M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.15K+ 65.04% |
$121K - $134K
|
5.44K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.03K+ 36.96% |
$115K - $126K
|
7.52K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.9K+ 39.64% |
$108K - $118K
|
6.69K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 16.25% |
$107K - $117K
|
13.5K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.82K+ 7.8% |
$103K - $113K
|
25.1K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.72K+ 117.13% |
$97.1K - $107K
|
3.18K
$172K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 117.13% |
$97.1K - $107K
|
3.18K
$172K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.66K+ 0.14% |
$93.9K - $103K
|
1.17M
$63.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.52K+ 26.99% |
$85.7K - $94.3K
|
7.13K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.45K+ 33.39% |
$81.8K - $90K
|
5.78K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.42K+ 1.2% |
$80.5K - $88.6K
|
120K
$6.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.37K+ 12.66% |
$77.3K - $85K
|
12.2K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.36K+ 13.9% |
$77.2K - $84.9K
|
11.2K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.34K+ 2.14% |
$75.8K - $83.4K
|
63.9K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.33K+ 34.72% |
$75.3K - $82.8K
|
5.16K
$280K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.29K+ 9.02% |
$72.9K - $80.2K
|
15.6K
$844K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.26K+ 6.99% |
$71.2K - $78.3K
|
19.2K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 13.63% |
$70.3K - $77.3K
|
10.4K
$561K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.23K+ 33.65% |
$69.8K - $76.8K
|
4.9K
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.18K+ 6.44% |
$66.5K - $73.1K
|
19.4K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.15KNew |
$65K - $71.5K
|
1.15K
$62.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$64.3K - $70.7K
|
1.14K
$61.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
1.09K+ 2.46% |
$61.8K - $67.9K
|
45.5K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 27.73% |
$61.7K - $67.9K
|
5.02K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.09K+ 3.83% |
$61.6K - $67.7K
|
29.5K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 8.62% |
$60.9K - $67K
|
13.6K
$735K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 7.64% |
$59K - $64.9K
|
14.7K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1KNew |
$56.8K - $62.5K
|
1K
$54.4K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1K+ 8.35% |
$56.8K - $62.4K
|
13K
$705K
|