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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.44% |
$56.6 - $62.3
|
42
$2.28K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$56.6 - $62.3
|
7.49K
$406K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$56.6 - $62.3
|
2.73K
$148K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5- 0.12% |
$283 - $311
|
4.34K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 0.13% |
$396 - $436
|
5.51K
$299K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-9- 0.16% |
$509 - $560
|
5.51K
$298K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 4.46% |
$566 - $623
|
214
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12- 0.2% |
$679 - $747
|
6.11K
$331K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-16- 17.58% |
$906 - $996
|
75
$4.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 0.06% |
$1.02K - $1.12K
|
30.8K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18- 0.34% |
$1.02K - $1.12K
|
5.24K
$284K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.12% |
$1.25K - $1.37K
|
18.9K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 0.04% |
$1.36K - $1.49K
|
57.7K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-25- 0.35% |
$1.42K - $1.56K
|
7.12K
$386K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.37% |
$1.42K - $1.56K
|
6.7K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-27- 0.47% |
$1.53K - $1.68K
|
5.7K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32- 0.49% |
$1.81K - $1.99K
|
6.52K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-32- 0.45% |
$1.81K - $1.99K
|
7.08K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-38- 0.1% |
$2.15K - $2.37K
|
38.6K
$2.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 4.46% |
$2.66K - $2.93K
|
1.01K
$54.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.14% |
$2.83K - $3.11K
|
34.8K
$1.88M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-56- 0.68% |
$3.17K - $3.49K
|
8.23K
$446K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-61Closed |
$3.45K - $3.8K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-62- 1.45% |
$3.51K - $3.86K
|
4.22K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-65- 5.33% |
$3.68K - $4.05K
|
1.16K
$62.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-75- 0.83% |
$4.25K - $4.67K
|
8.96K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-78- 2.07% |
$4.41K - $4.86K
|
3.69K
$200K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-84- 2.25% |
$4.75K - $5.23K
|
3.65K
$198K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-90- 1.32% |
$5.09K - $5.6K
|
6.74K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-90- 1.32% |
$5.09K - $5.6K
|
6.74K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-93- 6.84% |
$5.26K - $5.79K
|
1.27K
$68.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-100- 1.18% |
$5.66K - $6.23K
|
8.39K
$455K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-102- 1.39% |
$5.77K - $6.35K
|
7.24K
$392K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-102- 1.41% |
$5.77K - $6.35K
|
7.13K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-120- 1.45% |
$6.79K - $7.47K
|
8.13K
$441K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 1.47% |
$7.08K - $7.78K
|
8.39K
$455K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.08% |
$7.19K - $7.91K
|
5.99K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 47.84% |
$7.53K - $8.28K
|
145
$7.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-140- 2.71% |
$7.92K - $8.72K
|
5.03K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-159- 0.14% |
$9K - $9.9K
|
113K
$6.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-161- 9.21% |
$9.11K - $10K
|
1.59K
$86K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-162- 5.62% |
$9.17K - $10.1K
|
2.72K
$148K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-163- 7.99% |
$9.23K - $10.1K
|
1.88K
$102K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-170- 22.4% |
$9.62K - $10.6K
|
589
$31.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-174- 7.11% |
$9.85K - $10.8K
|
2.27K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-176- 0.91% |
$9.96K - $11K
|
19.1K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-192- 3.04% |
$10.9K - $12K
|
6.13K
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-195- 45.45% |
$11K - $12.1K
|
234
$12.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-204- 5.18% |
$11.5K - $12.7K
|
3.73K
$202K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-205- 1.55% |
$11.6K - $12.8K
|
13K
$704K
|