BEACON INVESTMENT ADVISORY SERVICES, INC. - TD AMERITRADE HLDG CORP ownership

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of TD AMERITRADE HLDG CORP
ValueSharesWeighting
Q4 2019$4,005,000
-3.4%
80,584
-9.2%
0.21%
-48.4%
Q3 2019$4,146,000
-45.4%
88,776
-41.6%
0.42%
-48.4%
Q2 2019$7,595,000
-0.0%
152,137
+0.1%
0.80%0.0%
Q1 2019$7,596,000
+6.0%
151,956
+3.8%
0.80%
+1.5%
Q4 2018$7,167,000
-7.1%
146,375
+0.3%
0.79%
+5.9%
Q3 2018$7,712,000
-5.4%
145,986
-1.9%
0.75%
-9.2%
Q2 2018$8,154,000
-6.5%
148,886
+1.1%
0.82%
-8.3%
Q1 2018$8,720,000
+19.4%
147,218
+3.1%
0.90%
+16.7%
Q4 2017$7,302,000
+24.6%
142,804
+18.9%
0.77%
+53.6%
Q3 2017$5,859,000120,0560.50%
Other shareholders
TD AMERITRADE HLDG CORP shareholders Q3 2023
NameSharesValueWeighting ↓
RPTC Inc. 5,372,800$210,345,00057.34%
TORONTO DOMINION BANK 234,023,860$9,162,034,00022.52%
UBS OCONNOR LLC 12,091,329$473,376,000,00012.02%
Greenwich Wealth Management LLC 1,593,730$62,395,00011.17%
Taconic Capital Advisors LP 4,075,000$159,536,0008.72%
SYQUANT CAPITAL SAS 422,593$16,545,0008.42%
WATER ISLAND CAPITAL LLC 2,349,279$91,974,0007.81%
Versor Investments LP 2,080,254$81,442,0006.92%
Westchester Capital Management, LLC 3,263,197$127,754,0005.38%
HighVista Strategies LLC 182,630$7,150,0005.21%
View complete list of TD AMERITRADE HLDG CORP shareholders