Purchases and Sales Made in Q3 2023 in Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-155- 0.51% |
$9.15K - $10.2K
|
30.2K
$1.63M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-158- 1.94% |
$9.33K - $10.4K
|
7.98K
$432K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-164- 3.53% |
$9.68K - $10.8K
|
4.49K
$243K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-165Closed |
$9.74K - $10.9K
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-174- 3.32% |
$10.3K - $11.5K
|
5.07K
$275K
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-189- 0.59% |
$11.2K - $12.5K
|
31.7K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-190- 4.08% |
$11.2K - $12.5K
|
4.47K
$242K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-190- 5.35% |
$11.2K - $12.5K
|
3.36K
$182K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-193- 3.74% |
$11.4K - $12.7K
|
4.97K
$269K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-199- 33.79% |
$11.7K - $13.1K
|
390
$21.1K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 21.79% |
$11.8K - $13.2K
|
718
$38.9K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-206- 4.41% |
$12.2K - $13.6K
|
4.47K
$242K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-207- 5.77% |
$12.2K - $13.6K
|
3.38K
$183K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-217- 1.94% |
$12.8K - $14.3K
|
11K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-219- 36.02% |
$12.9K - $14.4K
|
389
$21.1K
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-225- 0.17% |
$13.3K - $14.8K
|
129K
$7M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-234- 12.46% |
$13.8K - $15.4K
|
1.64K
$89.1K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-242- 11.06% |
$14.3K - $16K
|
1.95K
$105K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-249- 15.69% |
$14.7K - $16.4K
|
1.34K
$72.5K
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 0.95% |
$14.8K - $16.5K
|
26.1K
$1.41M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-261- 6.36% |
$15.4K - $17.2K
|
3.85K
$208K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-268- 2.58% |
$15.8K - $17.7K
|
10.1K
$548K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-300- 6.28% |
$17.7K - $19.8K
|
4.48K
$243K
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-305- 3.71% |
$18K - $20.1K
|
7.92K
$429K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-320- 10.42% |
$18.9K - $21.1K
|
2.75K
$149K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-323- 0.64% |
$19.1K - $21.3K
|
50.2K
$2.72M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-325- 5.43% |
$19.2K - $21.4K
|
5.67K
$307K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-325- 4.05% |
$19.2K - $21.4K
|
7.7K
$417K
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-360- 1.47% |
$21.3K - $23.7K
|
24.1K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-364- 6.39% |
$21.5K - $24K
|
5.33K
$289K
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-366- 4.29% |
$21.6K - $24.1K
|
8.17K
$443K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-389- 6.01% |
$23K - $25.7K
|
6.08K
$329K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 5.67% |
$23.6K - $26.4K
|
6.66K
$361K
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-421- 1.49% |
$24.9K - $27.8K
|
27.8K
$1.51M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-422- 1.61% |
$24.9K - $27.8K
|
25.8K
$1.4M
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-466- 1.93% |
$27.5K - $30.7K
|
23.6K
$1.28M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-467- 82.07% |
$27.6K - $30.8K
|
102
$5.53K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-500- 6.07% |
$29.5K - $33K
|
7.74K
$419K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 15.72% |
$29.5K - $33K
|
2.68K
$145K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-500- 28.69% |
$29.5K - $33K
|
1.24K
$67.4K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 15.72% |
$29.5K - $33K
|
2.68K
$145K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-542- 8.04% |
$32K - $35.7K
|
6.2K
$336K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-542- 8.04% |
$32K - $35.7K
|
6.2K
$336K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-554- 11.31% |
$32.7K - $36.5K
|
4.34K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-565- 2.36% |
$33.4K - $37.3K
|
23.4K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-582- 1.76% |
$34.4K - $38.4K
|
32.5K
$1.76M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-604- 12.98% |
$35.7K - $39.8K
|
4.05K
$219K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-623- 8.34% |
$36.8K - $41.1K
|
6.85K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-628- 15.69% |
$37.1K - $41.4K
|
3.38K
$183K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-645- 2.47% |
$38.1K - $42.5K
|
25.5K
$1.38M
|