TD Ameritrade Holding Corp (NYSE:AMTD)

33.61
Data as of Jan 23
 -0.39 / -1.15%
Today’s Change
28.34
Today|||52-Week Range
37.08
-6.06%
Year-to-Date
Institutional investors purchased a net $6.6 million shares of AMTD during the quarter ended September 2014. This may signal that the smart money is gaining interest in this company as the 50.11% of outstanding shares held by institutions is the lowest percentage in the Investment Banks/Brokers industry.
Individual stakeholders66.69%
Mutual fund holders29.32%
Other institutional20.79%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014MONTRUSCO BOLTON INVESTMENTS, IN...  Bought 234.0 Thousand shares of TD Ameritrade
12/31/2014NATIONAL PENSION SERVICE OF KORE...  Bought 112.4 Thousand shares of TD Ameritrade
12/31/2014TAHITHROMOS LLC  Bought 51.5 Thousand shares of TD Ameritrade

Top 10 Owners of TD Ameritrade

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.13.79%74,972,4382,682,513,832-4,565,146-5.74%
Baillie Gifford & Co.3.59%19,543,471699,265,392+1,121,384+6.09%
JPMorgan Investment Management, I...2.48%13,490,794482,700,609+165,174+1.24%
Harris Associates LP2.48%13,488,153482,606,114+5,800+0.04%
Wells Capital Management, Inc.2.48%13,471,879482,023,831-390,655-2.82%
The Vanguard Group, Inc.1.77%9,624,509344,364,932+431,879+4.70%
BlackRock Fund Advisors1.59%8,661,545309,910,080+471,165+5.75%
Citigroup Global Markets, Inc. (B...1.55%8,421,267301,312,933-213,510-2.47%
Robeco Investment Management, Inc...1.52%8,249,043295,150,759+417,937+5.34%
Select Equity Group LP1.14%6,186,801221,363,740+1,851,087+42.69%

Top 10 Mutual Funds Holding TD Ameritrade

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Oakmark Equity & Income Fund2.21%12,006,400429,588,99200.00%
T Rowe Price Capital Appreciation...2.18%11,839,408423,614,018-537,300-4.34%
T Rowe Price Growth Stock Fund1.30%7,047,300252,152,394-7,600-0.11%
T Rowe Price Mid Cap Growth Fund1.29%7,000,000250,460,00000.00%
T Rowe Price Blue Chip Growth Fun...1.13%6,159,500220,386,910+288,800+4.92%
Wells Fargo Advantage Growth Fund1.07%5,824,020208,383,43600.00%
Artisan Mid Cap Fund0.99%5,356,011191,638,074+4,753,668+789.20%
T Rowe Price Institutional Large ...0.98%5,325,069190,530,96900.00%
John Hancock III - Disciplined Va...0.92%4,983,795178,320,185+117,000+2.40%
JPMorgan Large Cap Growth Fund0.89%4,836,300173,042,81400.00%

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