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 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
201+ 5.94% |
$11.4K - $12.5K
|
3.58K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
198+ 507.69% |
$11.2K - $12.3K
|
237
$13.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
192+ 0.43% |
$10.9K - $12K
|
44.8K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
187+ 5.51% |
$10.6K - $11.6K
|
3.58K
$205K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
171New |
$9.68K - $10.6K
|
171
$9.79K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
162+ 2.23% |
$9.17K - $10.1K
|
7.44K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
157New |
$8.89K - $9.77K
|
157
$8.99K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
153+ 3.04% |
$8.66K - $9.52K
|
5.18K
$297K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
152New |
$8.6K - $9.46K
|
152
$8.71K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
137New |
$7.75K - $8.53K
|
137
$7.85K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
129+ 4.87% |
$7.3K - $8.03K
|
2.78K
$159K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
126+ 1.19% |
$7.13K - $7.84K
|
10.7K
$615K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
100+ 2.46% |
$5.66K - $6.23K
|
4.16K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
100+ 2.22% |
$5.66K - $6.23K
|
4.61K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$5.66K - $6.23K
|
100
$5.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94+ 0.49% |
$5.32K - $5.85K
|
19.5K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 7.78% |
$5.32K - $5.85K
|
1.3K
$74.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.23% |
$4.92K - $5.42K
|
7.18K
$411K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
84+ 0.82% |
$4.75K - $5.23K
|
10.4K
$595K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
84+ 1.59% |
$4.75K - $5.23K
|
5.37K
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
81+ 0.57% |
$4.58K - $5.04K
|
14.2K
$813K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
81+ 0.33% |
$4.58K - $5.04K
|
24.5K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76+ 0.52% |
$4.3K - $4.73K
|
14.6K
$834K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
75+ 1.33% |
$4.25K - $4.67K
|
5.71K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.16% |
$3.4K - $3.74K
|
38.4K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
59+ 0.99% |
$3.34K - $3.67K
|
6.04K
$346K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 8.54% |
$2.89K - $3.17K
|
648
$37.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
50+ 0.26% |
$2.83K - $3.11K
|
19.3K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
49+ 0.36% |
$2.77K - $3.05K
|
13.5K
$772K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47+ 15.67% |
$2.66K - $2.93K
|
347
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
42+ 0.52% |
$2.38K - $2.61K
|
8.13K
$465K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
40+ 0.49% |
$2.26K - $2.49K
|
8.14K
$466K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
39+ 0.96% |
$2.21K - $2.43K
|
4.12K
$236K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
38+ 0.83% |
$2.15K - $2.37K
|
4.63K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.37% |
$1.81K - $1.99K
|
8.72K
$499K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30New |
$1.7K - $1.87K
|
30
$1.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 5.19% |
$1.7K - $1.87K
|
608
$34.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
22+ 0.04% |
$1.25K - $1.37K
|
57.2K
$3.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21+ 0.34% |
$1.19K - $1.31K
|
6.16K
$353K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$792 - $872
|
14
$802
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
11+ 0.04% |
$623 - $685
|
26.1K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 83.33% |
$566 - $623
|
22
$1.26K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9+ 0.25% |
$509 - $560
|
3.58K
$205K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.25% |
$509 - $560
|
3.66K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$170 - $187
|
409
$23.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.98% |
$170 - $187
|
309
$17.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.94% |
$170 - $187
|
158
$9.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 3.33% |
$113 - $125
|
62
$3.55K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 2.04% |
$113 - $125
|
100
$5.73K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.28% |
$56.6 - $62.3
|
79
$4.53K
|