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This page summarizes the TD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether TD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing TD Share Count
Fulton Bank N.A. 4,070 17,110 +13,040 +320.39%
Bfsg LLC 875 1,397 +522 +59.66%
AMF Pensionsforsakring AB 313,809 481,783 +167,974 +53.53%
Maryland State Retirement & Pension System 62,939 94,883 +31,944 +50.75%
Ballentine Partners LLC 9,983 11,227 +1,244 +12.46%
Bruce G. Allen Investments LLC 778 870 +92 +11.83%
Hexagon Capital Partners LLC 1,783 1,990 +207 +11.61%
Calton & Associates Inc. 4,141 4,600 +459 +11.08%
First Affirmative Financial Network 9,001 9,930 +929 +10.32%
Cardinal Capital Management 38,686 42,656 +3,970 +10.26%
Stratos Wealth Partners LTD. 20,126 21,869 +1,743 +8.66%
Valeo Financial Advisors LLC 3,343 3,623 +280 +8.38%
Caldwell Sutter Capital Inc. 952 1,031 +79 +8.30%
Veriti Management LLC 12,042 12,887 +845 +7.02%
Stablepoint Partners LLC 59,898 63,859 +3,961 +6.61%
Gulf International Bank UK Ltd 11,131 11,838 +707 +6.35%
Godsey & Gibb Associates 282,025 298,540 +16,515 +5.86%
Nexus Investment Management ULC 794,850 840,410 +45,560 +5.73%
Park Avenue Securities LLC 3,457 3,641 +184 +5.32%
Insight Folios Inc 92,672 97,504 +4,832 +5.21%
Hart & Patterson Financial Group LLC 5,891 6,119 +228 +3.87%
Eagle Ridge Investment Management 129,437 134,018 +4,581 +3.54%
Dixon Mitchell Investment Counsel Inc. 1,351,526 1,388,528 +37,002 +2.74%
Pacifica Partners Inc. 57,918 59,320 +1,402 +2.42%
Hennessy Advisors Inc. 84,800 86,600 +1,800 +2.12%
Applied Capital LLC FL 23,458 23,848 +390 +1.66%
Cooper Financial Group 8,120 8,238 +118 +1.45%
QV Investors Inc. 766,204 774,158 +7,954 +1.04%
Sugarloaf Wealth Management LLC 291 294 +3 +1.03%
CRA Financial Services LLC 8,859 8,913 +54 +0.61%
Grimes & Company Inc. 32,804 32,894 +90 +0.27%
CWM LLC 6,528 6,542 +14 +0.21%
13F Filers Reporting New Positions In TD
IMC Chicago LLC 0 32,485 +32,485 +100%
Mather Group LLC. 0 445 +445 +100%
CenterStar Asset Management LLC 0 4,453 +4,453 +100%
Main Street Financial Solutions LLC 0 4,796 +4,796 +100%
Aurum Wealth Management Group LLC 0 5,575 +5,575 +100%
Affinity Capital Advisors LLC 0 10,632 +10,632 +100%
PFG Investments LLC 0 14,985 +14,985 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 1,123 1,123 UNCH 0.00%
ST Germain D J Co. Inc. 758 758 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 718 718 UNCH 0.00%
Tompkins Financial Corp 1,200 1,200 UNCH 0.00%
Atwood & Palmer Inc. 2 2 UNCH 0.00%
Burns J W & Co. Inc. NY 4,010 4,010 UNCH 0.00%
Adirondack Trust Co. 3,843 3,843 UNCH 0.00%
Bangor Savings Bank 2,364 2,364 UNCH 0.00%
Bath Savings Trust Co 4,480 4,480 UNCH 0.00%
Harbor Investment Advisory LLC 200 200 UNCH 0.00%
Boston Trust Walden Corp 11,550 11,550 UNCH 0.00%
Hendershot Investments Inc. 3,620 3,620 UNCH 0.00%
Copeland Capital Management LLC 51 51 UNCH 0.00%
Oakworth Capital Inc. 486 486 UNCH 0.00%
Tradewinds Capital Management LLC 33 33 UNCH 0.00%
Sunbelt Securities Inc. 215 215 UNCH 0.00%
Venturi Wealth Management LLC 33 33 UNCH 0.00%
Radnor Capital Management LLC 17,233 17,233 UNCH 0.00%
Covenant Asset Management LLC 6,942 6,942 UNCH 0.00%
Pinnacle Bank 2,890 2,890 UNCH 0.00%
Northwest Capital Management Inc 3,050 3,050 UNCH 0.00%
Independence Bank of Kentucky 925 925 UNCH 0.00%
Sound Income Strategies LLC 58 58 UNCH 0.00%
Versant Capital Management Inc 1,000 1,000 UNCH 0.00%
Burkett Financial Services LLC 2 2 UNCH 0.00%
Enterprise Bank & Trust Co 7,622 7,622 UNCH 0.00%
Carolina Wealth Advisors LLC 10 10 UNCH 0.00%
General Partner Inc. 110 110 UNCH 0.00%
Investment Research & Advisory Group Inc. 667 667 UNCH 0.00%
Main Line Retirement Advisors LLC 23,248 23,248 UNCH 0.00%
Wolff Wiese Magana LLC 75 75 UNCH 0.00%
Annapolis Financial Services LLC 234 234 UNCH 0.00%
Piscataqua Savings Bank 818 818 UNCH 0.00%
Bank of New Hampshire 500 500 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 71,315 71,315 UNCH 0.00%
Five Oceans Advisors 5,329 5,329 UNCH 0.00%
SJS Investment Consulting Inc. 16 16 UNCH 0.00%
City State Bank 153 153 UNCH 0.00%
Walter Public Investments Inc. 14,469 14,469 UNCH 0.00%
Powers Advisory Group LLC 5,208 5,208 UNCH 0.00%
Compass Wealth Management LLC 350 350 UNCH 0.00%
Park Place Capital Corp 419 419 UNCH 0.00%
Financial Perspectives Inc 1,238 1,238 UNCH 0.00%
Wetzel Investment Advisors Inc. 21 21 UNCH 0.00%
GAMMA Investing LLC 25 25 UNCH 0.00%
13F Filers Decreasing TD Share Count
First Financialcorp IN 1,345 624 -721 -53.61%
Exchange Traded Concepts LLC 119 74 -45 -37.82%
Congress Wealth Management LLC DE 7,539 5,052 -2,487 -32.99%
JJJ Advisors Inc. 2,039 1,505 -534 -26.19%
Financial Management Professionals Inc. 544 403 -141 -25.92%
Clarius Group LLC 6,036 4,473 -1,563 -25.89%
Wasatch Advisors Inc. 46,550 34,500 -12,050 -25.89%
Raymond James Financial Services Advisors Inc. 45,402 34,009 -11,393 -25.09%
Byrne Asset Management LLC 1,229 929 -300 -24.41%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 33,059 25,535 -7,524 -22.76%
Parsons Capital Management Inc. RI 27,670 22,450 -5,220 -18.87%
Coston McIsaac & Partners 217 178 -39 -17.97%
180 Wealth Advisors LLC 12,364 10,536 -1,828 -14.78%
SeaCrest Wealth Management LLC 5,837 4,978 -859 -14.72%
Raymond James & Associates 241,429 207,725 -33,704 -13.96%
Cardinal Capital Management Inc. 1,794,984 1,547,298 -247,686 -13.80%
Massmutual Trust Co. FSB ADV 1,770 1,526 -244 -13.79%
Foster & Motley Inc. 31,118 27,048 -4,070 -13.08%
Rosenberg Matthew Hamilton 1,734 1,516 -218 -12.57%
Means Investment CO. Inc. 6,225 5,468 -757 -12.16%
Valley National Advisers Inc. 12,658 11,179 -1,479 -11.68%
NBC Securities Inc. 3,104 2,762 -342 -11.02%
Wealth Enhancement Advisory Services LLC 17,983 16,031 -1,952 -10.85%
Hanson & Doremus Investment Management 8,672 7,841 -831 -9.58%
Voisard Asset Management Group Inc. 1,120 1,013 -107 -9.55%
Farmers & Merchants Investments Inc. 5,522 5,006 -516 -9.34%
Wesbanco Bank Inc. 7,820 7,195 -625 -7.99%
Wealthcare Advisory Partners LLC 5,167 4,839 -328 -6.35%
Trust Co 2,590 2,430 -160 -6.18%
Hamel Associates Inc. 56,955 53,605 -3,350 -5.88%
Neville Rodie & Shaw Inc. 8,676 8,176 -500 -5.76%
WASHINGTON TRUST Co 5,710 5,385 -325 -5.69%
Donaldson Capital Management LLC 14,947 14,138 -809 -5.41%
Global Retirement Partners LLC 1,117 1,058 -59 -5.28%
Silverlake Wealth Management LLC 13,212 12,550 -662 -5.01%
Plimoth Trust Co. LLC 25,602 24,367 -1,235 -4.82%
Berger Financial Group Inc 4,665 4,444 -221 -4.74%
M&R Capital Management Inc. 3,276 3,137 -139 -4.24%
LVM Capital Management Ltd. MI 108,674 104,599 -4,075 -3.75%
Allspring Global Investments Holdings LLC 27,943 26,970 -973 -3.48%
Crescent Sterling Ltd. 24,670 23,815 -855 -3.47%
Columbus Macro LLC 18,306 17,725 -581 -3.17%
Drive Wealth Management LLC 5,406 5,247 -159 -2.94%
Sumitomo Mitsui Trust Holdings Inc. 4,263,292 4,140,212 -123,080 -2.89%
Galibier Capital Management Ltd. 518,080 503,575 -14,505 -2.80%
Ashton Thomas Private Wealth LLC 24,986 24,367 -619 -2.48%
Alhambra Investment Partners LLC 9,196 8,996 -200 -2.17%
Sky Investment Group LLC 15,100 14,800 -300 -1.99%
Addenda Capital Inc. 1,628,442 1,599,262 -29,180 -1.79%
Baldwin Brothers Inc. MA 55,833 54,833 -1,000 -1.79%
Gradient Investments LLC 8,037 7,920 -117 -1.46%
Greenfield Savings Bank 7,870 7,769 -101 -1.28%
Lane & Associates LLC 4,957 4,903 -54 -1.09%
Daymark Wealth Partners LLC 4,314 4,271 -43 -1.00%
Massachusetts Wealth Management 15,893 15,768 -125 -0.79%
Breakwater Capital Group 4,298 4,268 -30 -0.70%
Cyndeo Wealth Partners LLC 12,004 11,947 -57 -0.47%
CVA Family Office LLC 3,617 3,600 -17 -0.47%
Capital Investment Advisors LLC 4,569 4,552 -17 -0.37%
Dynamic Advisor Solutions LLC 6,633 6,614 -19 -0.29%
Claro Advisors LLC 32,207 32,156 -51 -0.16%
First Citizens Bank & Trust Co. 6,485 6,478 -7 -0.11%
13F Filers Exiting TD
BKM Wealth Management LLC 52 0 -52 -100.00%
Sapient Capital LLC 5,448 0 -5,448 -100.00%
Arlington Trust Co LLC 171 0 -171 -100.00%
McGlone Suttner Wealth Management Inc. 53 0 -53 -100.00%
Wealth Effects LLC 3,258 0 -3,258 -100.00%
Masso Torrence Wealth Management Inc. 3,678 0 -3,678 -100.00%
Tennessee Valley Asset Management Partners 92 0 -92 -100.00%
International Assets Investment Management LLC 45,816 0 -45,816 -100.00%
Kovack Advisors Inc. 3,414 0 -3,414 -100.00%
Successful Portfolios LLC 3,212 0 -3,212 -100.00%
MCF Advisors LLC 339 0 -339 -100.00%
Investment Partners LTD. 3,216 0 -3,216 -100.00%

See Summary: Institutional Holders of TD
See Details: Top 10 Hedge Funds Holding TD

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