| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | 13F-HR | California State Teachers Retirement System | Institution | 453,258 | Sold Some | -200 | -0.04 % | $9,477,625 | $9,477,625 | $0 | 0.00 % | $0 | | | | | | News Article | History of California State Teachers Retirement System Ownership Of Td Ameritrade Holding Corp |
| 2009-11-20 | 2009-09-30 | 13F-HR/A | Ing Investment Management Europe B V | Institution | 4,800 | Sold Some | -105,550 | -95.65 % | $100,368 | $100,368 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ing Investment Management Europe B V Ownership Of Td Ameritrade Holding Corp |
| 2009-11-20 | 2009-09-30 | 13F-HR/A | Janney Montgomery Scott Llc | Institution | | Sold All | -10,482 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Janney Montgomery Scott Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-20 | 2009-09-30 | 13F-HR/A | Janus Capital Management Llc | Institution | 328,522 | Sold Some | -315,978 | -49.02 % | $6,869,395 | $6,869,395 | $0 | 0.00 % | $0 | | | | | | News Article | History of Janus Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-20 | 2009-09-30 | N-Q | Mfs Sun Life Series Trust - Mfs Blended Research Growth Portfolio | No Data | 1,020 | Sold Some | -124,200 | -99.18 % | $21,328 | $21,328 | $0 | 0.00 % | $0 | | | | | | News Article | History of Mfs Sun Life Series Trust - Mfs Blended Research Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-19 | 2009-09-30 | 13F-HR/A | Rbc Asset Management Inc | Institution | 1,756,200 | New Holding | 1,756,200 | 100 % | $36,897,762 | $36,722,142 | $-175,620 | -0.47 % | $-175,620 | | | | | | News Article | History of Rbc Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-19 | 2009-09-30 | 13F-HR/A | Royal Bank Of Canada | Institution | 2,015 | Added More | 467 | 30.16 % | $42,335 | $42,134 | $-202 | -0.47 % | $-47 | | | | | | News Article | History of Royal Bank Of Canada Ownership Of Td Ameritrade Holding Corp |
| 2009-11-18 | 2009-09-30 | 13F-HR | Timber Hill Llc | No Data | 111,210 | Sold Some | -27,647 | -19.91 % | $2,364,325 | $2,325,401 | $-38,924 | -1.64 % | $9,676 | | | | | | News Article | History of Timber Hill Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 4,214,764 | Sold Some | -454,396 | -9.73 % | $89,648,030 | $88,130,715 | $-1,517,315 | -1.69 % | $163,583 | | | | | | News Article | History of Amvescap Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Brc Investment Management Llc | Institution | 415,584 | Added More | 16,976 | 4.25 % | $8,839,472 | $8,689,861 | $-149,610 | -1.69 % | $-6,111 | | | | | | News Article | History of Brc Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 541,591 | Added More | 96,380 | 21.64 % | $11,519,641 | $11,324,668 | $-194,973 | -1.69 % | $-34,697 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Td Ameritrade Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 1,746,443 | Added More | 1,209,274 | 225.11 % | $37,146,843 | $36,518,123 | $-628,719 | -1.69 % | $-435,339 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | 1798 Global Partners Ltd | Institution | 20,000 | New Holding | 20,000 | 100 % | $420,800 | $418,200 | $-2,600 | -0.61 % | $-2,600 | | | | | | News Article | History of 1798 Global Partners Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 174,422 | Sold Some | -239,090 | -57.81 % | $3,669,839 | $3,647,164 | $-22,675 | -0.61 % | $31,082 | | | | | | News Article | History of American International Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Argyll Research Llc | Institution | 200,000 | New Holding | 200,000 | 100 % | $4,208,000 | $4,182,000 | $-26,000 | -0.61 % | $-26,000 | | | | | | News Article | History of Argyll Research Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Catapult Capital Management Llc | Institution | 325,000 | Added More | 250,000 | 333.33 % | $6,838,000 | $6,795,750 | $-42,250 | -0.61 % | $-32,500 | | | | | | News Article | History of Catapult Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Charter Oak Partners | Institution | 363,628 | No Change | 0 | 0 % | $7,650,733 | $7,603,461 | $-47,272 | -0.61 % | $0 | | | | | | News Article | History of Charter Oak Partners Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citadel L P | Institution | 2,293,311 | Added More | 724,522 | 46.18 % | $48,251,263 | $47,953,133 | $-298,130 | -0.61 % | $-94,188 | | | | | | News Article | History of Citadel L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Coatue Management Llc | Institution | 5,513,569 | No Change | 0 | 0 % | $116,005,492 | $115,288,728 | $-716,764 | -0.61 % | $0 | | | | | | News Article | History of Coatue Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fidelity International Ltd | Institution | 638,850 | Added More | 254,160 | 66.06 % | $13,441,404 | $13,358,354 | $-83,051 | -0.61 % | $-33,041 | | | | | | News Article | History of Fidelity International Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Bancorp | Institution | 5,671 | Sold Some | -474 | -7.71 % | $119,318 | $118,581 | $-737 | -0.61 % | $62 | | | | | | News Article | History of Fifth Third Bancorp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 2,444,341 | Sold Some | -330,550 | -11.91 % | $51,428,935 | $51,111,170 | $-317,764 | -0.61 % | $42,972 | | | | | | News Article | History of Fmr Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Fuller And Thaler Asset Management Inc | Institution | 500 | Added More | 200 | 66.66 % | $10,520 | $10,455 | $-65 | -0.61 % | $-26 | | | | | | News Article | History of Fuller And Thaler Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Gardner Lewis Asset Management L P | Institution | 3,419,445 | Sold Some | -571,711 | -14.32 % | $71,945,123 | $71,500,595 | $-444,528 | -0.61 % | $74,322 | | | | | | News Article | History of Gardner Lewis Asset Management L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Glazer Capital Llc | Institution | | Sold All | -13 | -100 % | | | | -0.61 % | $2 | | | | | | News Article | History of Glazer Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Highland Capital Management Lp | Institution | | Sold All | -50,000 | -100 % | | | | -0.61 % | $6,500 | | | | | | News Article | History of Highland Capital Management Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 754,540 | Sold Some | -392,473 | -34.21 % | $15,875,522 | $15,777,431 | $-98,090 | -0.61 % | $51,021 | | | | | | News Article | History of Ing Groep Nv Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Intrepid Capital Management Inc | Institution | 20,000 | New Holding | 20,000 | 100 % | $420,800 | $418,200 | $-2,600 | -0.61 % | $-2,600 | | | | | | News Article | History of Intrepid Capital Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 576,735 | Added More | 146,527 | 34.05 % | $12,134,504 | $12,059,529 | $-74,976 | -0.61 % | $-19,049 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Magnetar Financial Llc | Institution | 13,774 | New Holding | 13,774 | 100 % | $289,805 | $288,014 | $-1,791 | -0.61 % | $-1,791 | | | | | | News Article | History of Magnetar Financial Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mazama Capital Management Inc | Institution | 57,335 | New Holding | 57,335 | 100 % | $1,206,328 | $1,198,875 | $-7,454 | -0.61 % | $-7,454 | | | | | | News Article | History of Mazama Capital Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Millennium Management Llc | Institution | 11,298 | Sold Some | -345,673 | -96.83 % | $237,710 | $236,241 | $-1,469 | -0.61 % | $44,937 | | | | | | News Article | History of Millennium Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 1,615,742 | Added More | 363,699 | 29.04 % | $33,995,212 | $33,785,165 | $-210,046 | -0.61 % | $-47,281 | | | | | | News Article | History of Morgan Stanley Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -60,700 | -100 % | | | | -0.61 % | $7,891 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 1,219,147 | Added More | 33,792 | 2.85 % | $25,650,853 | $25,492,364 | $-158,489 | -0.61 % | $-4,393 | | | | | | News Article | History of Northern Trust Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Nyl Trust Co | Institution | 32,261 | Sold Some | -2,078 | -6.05 % | $678,771 | $674,578 | $-4,194 | -0.61 % | $270 | | | | | | News Article | History of Nyl Trust Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | | Sold All | -1,203,970 | -100 % | | | | -0.61 % | $156,516 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Provident Advisors Llc | Institution | 6,000 | New Holding | 6,000 | 100 % | $126,240 | $125,460 | $-780 | -0.61 % | $-780 | | | | | | News Article | History of Provident Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 148,872 | Sold Some | -162,653 | -52.21 % | $3,132,267 | $3,112,914 | $-19,353 | -0.61 % | $21,145 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Sac Capital Advisors Lp | No Data | 358,300 | Added More | 323,906 | 941.75 % | $7,538,632 | $7,492,053 | $-46,579 | -0.61 % | $-42,108 | | | | | | News Article | History of Sac Capital Advisors Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Samlyn Capital Llc | Institution | 1,114,200 | New Holding | 1,114,200 | 100 % | $23,442,768 | $23,297,922 | $-144,846 | -0.61 % | $-144,846 | | | | | | News Article | History of Samlyn Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shaw D E And Co Inc | Institution | | Sold All | -442,097 | -100 % | | | | -0.61 % | $57,473 | | | | | | News Article | History of Shaw D E And Co Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Two Sigma Investments Llc | Institution | 331,614 | Added More | 132,894 | 66.87 % | $6,977,159 | $6,934,049 | $-43,110 | -0.61 % | $-17,276 | | | | | | News Article | History of Two Sigma Investments Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ubs Global Asset Management Americas Inc | Institution | 1,236,800 | Sold Some | -26,454 | -2.09 % | $26,022,272 | $25,861,488 | $-160,784 | -0.61 % | $3,439 | | | | | | News Article | History of Ubs Global Asset Management Americas Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 497,001 | Added More | 77,005 | 18.33 % | $10,456,901 | $10,392,291 | $-64,610 | -0.61 % | $-10,011 | | | | | | News Article | History of Us Bancorp De Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wellington Management Co Llp | Institution | 8,964,102 | Sold Some | -1,385,587 | -13.38 % | $188,604,706 | $187,439,373 | $-1,165,333 | -0.61 % | $180,126 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-16 | 2009-06-30 | 13F-HR/A | Highland Capital Management Lp | Institution | 50,000 | New Holding | 50,000 | 100 % | $1,052,000 | $1,045,500 | $-6,500 | -0.61 % | $-6,500 | | | | | | News Article | History of Highland Capital Management Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-10-31 | 13F-HR | Peak6 Investments L P | Institution | | Sold All | -22,536 | -100 % | | | | -0.19 % | $901 | | | | | | News Article | History of Peak6 Investments L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 2,185,221 | Sold Some | -342,115 | -13.53 % | $45,780,380 | $45,692,971 | $-87,409 | -0.19 % | $13,685 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Artisan Partners Ltd Partnership | Institution | 4,326,900 | New Holding | 4,326,900 | 100 % | $90,648,555 | $90,475,479 | $-173,076 | -0.19 % | $-173,076 | | | | | | News Article | History of Artisan Partners Ltd Partnership Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 6,711,796 | Added More | 662,436 | 10.95 % | $140,612,126 | $140,343,654 | $-268,472 | -0.19 % | $-26,497 | | | | | | News Article | History of Axa Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bank Of Oklahoma National Association | No Data | 21,490 | Added More | 70 | 0.32 % | $450,216 | $449,356 | $-860 | -0.19 % | $-3 | | | | | | News Article | History of Bank Of Oklahoma National Association Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 214,933 | Added More | 152,936 | 246.68 % | $4,502,846 | $4,494,249 | $-8,597 | -0.19 % | $-6,117 | | | | | | News Article | History of Barclays Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barrett Associates Inc Ny | Institution | 111,000 | No Change | 0 | 0 % | $2,325,450 | $2,321,010 | $-4,440 | -0.19 % | $0 | | | | | | News Article | History of Barrett Associates Inc Ny Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bartlett And Co | Institution | 75 | Sold Some | -125 | -62.50 % | $1,571 | $1,568 | $-3 | -0.19 % | $5 | | | | | | News Article | History of Bartlett And Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Batterymarch Financial Management Inc | Institution | 975,828 | Sold Some | -540,857 | -35.66 % | $20,443,597 | $20,404,563 | $-39,033 | -0.19 % | $21,634 | | | | | | News Article | History of Batterymarch Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 122,854 | Added More | 94,054 | 326.57 % | $2,573,791 | $2,568,877 | $-4,914 | -0.19 % | $-3,762 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Asset Management S A S | Institution | 12,900 | New Holding | 12,900 | 100 % | $270,255 | $269,739 | $-516 | -0.19 % | $-516 | | | | | | News Article | History of Bnp Paribas Asset Management S A S Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Brandywine Asset Management Llc | Institution | | Sold All | -29,860 | -100 % | | | | -0.19 % | $1,194 | | | | | | News Article | History of Brandywine Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Caisse De Depot Et Placement Du Quebec | Institution | 4,828,119 | Added More | 2,273,119 | 88.96 % | $101,149,093 | $100,955,968 | $-193,125 | -0.19 % | $-90,925 | | | | | | News Article | History of Caisse De Depot Et Placement Du Quebec Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Capital Fund Management S A | Institution | | Sold All | -282 | -100 % | | | | -0.19 % | $11 | | | | | | News Article | History of Capital Fund Management S A Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Caxton Associates Llc | Institution | 229,376 | Added More | 160,012 | 230.68 % | $4,805,427 | $4,796,252 | $-9,175 | -0.19 % | $-6,400 | | | | | | News Article | History of Caxton Associates Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Clearbridge Advisors Llc | Institution | 854,322 | Sold Some | -7,920 | -0.91 % | $17,898,046 | $17,863,873 | $-34,173 | -0.19 % | $317 | | | | | | News Article | History of Clearbridge Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Credit Agricole S A | Institution | 23,482 | Added More | 3,396 | 16.90 % | $491,948 | $491,009 | $-939 | -0.19 % | $-136 | | | | | | News Article | History of Credit Agricole S A Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Diamondback Capital Management Llc | Institution | | Sold All | -66,940 | -100 % | | | | -0.19 % | $2,678 | | | | | | News Article | History of Diamondback Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Dnb Asset Management Us Inc | Institution | | Sold All | -51,700 | -100 % | | | | -0.19 % | $2,068 | | | | | | News Article | History of Dnb Asset Management Us Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Fiduciary Asset Management Co | Institution | 232,950 | Added More | 3,120 | 1.35 % | $4,880,303 | $4,870,985 | $-9,318 | -0.19 % | $-125 | | | | | | News Article | History of Fiduciary Asset Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | First Mercantile Trust Co | Institution | 56,100 | No Change | 0 | 0 % | $1,175,295 | $1,173,051 | $-2,244 | -0.19 % | $0 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | First National Bank Of Omaha | Institution | 400 | No Change | 0 | 0 % | $8,380 | $8,364 | $-16 | -0.19 % | $0 | | | | | | News Article | History of First National Bank Of Omaha Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 3,263 | Sold Some | -196,579 | -98.36 % | $68,360 | $68,229 | $-131 | -0.19 % | $7,863 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 727,824 | Added More | 90,307 | 14.16 % | $15,247,913 | $15,218,800 | $-29,113 | -0.19 % | $-3,612 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Global Currents Investment Management Llc | Institution | 4,400 | Sold Some | -42,200 | -90.55 % | $92,180 | $92,004 | $-176 | -0.19 % | $1,688 | | | | | | News Article | History of Global Currents Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 3,095,816 | Added More | 2,424,609 | 361.23 % | $64,857,345 | $64,733,513 | $-123,833 | -0.19 % | $-96,984 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Grantham Mayo Van Otterloo And Co Llc | Institution | 283,000 | Added More | 249,100 | 734.80 % | $5,928,850 | $5,917,530 | $-11,320 | -0.19 % | $-9,964 | | | | | | News Article | History of Grantham Mayo Van Otterloo And Co Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Henderson Group Plc | Institution | 67,241 | Sold Some | -4,056 | -5.68 % | $1,408,699 | $1,406,009 | $-2,690 | -0.19 % | $162 | | | | | | News Article | History of Henderson Group Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Investec Asset Management Ltd | Institution | 1,186,315 | Added More | 24,493 | 2.10 % | $24,853,299 | $24,805,847 | $-47,453 | -0.19 % | $-980 | | | | | | News Article | History of Investec Asset Management Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jacobs Levy Equity Management Inc | Institution | 771,713 | Added More | 117,705 | 17.99 % | $16,167,387 | $16,136,519 | $-30,869 | -0.19 % | $-4,708 | | | | | | News Article | History of Jacobs Levy Equity Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jefferies Group Inc | Institution | 54,518 | New Holding | 54,518 | 100 % | $1,142,152 | $1,139,971 | $-2,181 | -0.19 % | $-2,181 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jennison Associates Llc | Institution | 4,465,812 | Sold Some | -137,450 | -2.98 % | $93,558,761 | $93,380,129 | $-178,632 | -0.19 % | $5,498 | | | | | | News Article | History of Jennison Associates Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Keybank National Association | Institution | 550,840 | New Holding | 550,840 | 100 % | $11,540,098 | $11,518,064 | $-22,034 | -0.19 % | $-22,034 | | | | | | News Article | History of Keybank National Association Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | 15,800 | New Holding | 15,800 | 100 % | $331,010 | $330,378 | $-632 | -0.19 % | $-632 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Legg Mason Capital Management Inc | Institution | 554,966 | Sold Some | -70,200 | -11.22 % | $11,626,538 | $11,604,339 | $-22,199 | -0.19 % | $2,808 | | | | | | News Article | History of Legg Mason Capital Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Legg Mason Inc | Institution | 8,000 | No Change | 0 | 0 % | $167,600 | $167,280 | $-320 | -0.19 % | $0 | | | | | | News Article | History of Legg Mason Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Lord Abbett And Co Llc | Institution | 2,502,648 | Sold Some | -1,153,239 | -31.54 % | $52,430,476 | $52,330,370 | $-100,106 | -0.19 % | $46,130 | | | | | | News Article | History of Lord Abbett And Co Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Los Angeles Capital Management And Equity Research Inc | Institution | 770,759 | New Holding | 770,759 | 100 % | $16,147,401 | $16,116,571 | $-30,830 | -0.19 % | $-30,830 | | | | | | News Article | History of Los Angeles Capital Management And Equity Research Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 63,845 | Sold Some | -181,512 | -73.97 % | $1,337,553 | $1,334,999 | $-2,554 | -0.19 % | $7,260 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | N-Q | Managers Amg Funds - Renaissance Large Cap Growth Fund | No Data | 19,312 | Added More | 1,375 | 7.66 % | $404,586 | $403,814 | $-772 | -0.19 % | $-55 | | | | | | News Article | History of Managers Amg Funds - Renaissance Large Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Marshall Ilsley Corp | Institution | 14,997 | Sold Some | -500 | -3.22 % | $314,187 | $313,587 | $-600 | -0.19 % | $20 | | | | | | News Article | History of Marshall Ilsley Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martin Currie Inc | Institution | 5,704 | New Holding | 5,704 | 100 % | $119,499 | $119,271 | $-228 | -0.19 % | $-228 | | | | | | News Article | History of Martin Currie Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martingale Asset Management L P | Institution | 417,974 | Sold Some | -143,842 | -25.60 % | $8,756,555 | $8,739,836 | $-16,719 | -0.19 % | $5,754 | | | | | | News Article | History of Martingale Asset Management L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | N-Q | Met Investors Series Trust - Batterymarch Growth And Income Portfolio | Multi-Cap Growth | 44,768 | Sold Some | -11,192 | -20.00 % | $937,890 | $936,099 | $-1,791 | -0.19 % | $448 | | | | | | News Article | History of Met Investors Series Trust - Batterymarch Growth And Income Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | N-Q | Met Investors Series Trust - Lazard Mid Cap Portfolio | Mid-Cap Core | 356,000 | Added More | 17,000 | 5.01 % | $7,458,200 | $7,443,960 | $-14,240 | -0.19 % | $-680 | | | | | | News Article | History of Met Investors Series Trust - Lazard Mid Cap Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | N-Q | Met Investors Series Trust - Lord Abbett Growth And Income Portfolio | Multi-Cap Growth | 514,000 | Added More | 112,100 | 27.89 % | $10,768,300 | $10,747,740 | $-20,560 | -0.19 % | $-4,484 | | | | | | News Article | History of Met Investors Series Trust - Lord Abbett Growth And Income Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | N-Q | Met Investors Series Trust - Turner Mid Cap Growth Portfolio | Mid-Cap Growth | 227,400 | Added More | 44,600 | 24.39 % | $4,764,030 | $4,754,934 | $-9,096 | -0.19 % | $-1,784 | | | | | | News Article | History of Met Investors Series Trust - Turner Mid Cap Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Munder Capital Management | Institution | 6,581,666 | Added More | 640,270 | 10.77 % | $137,885,903 | $137,622,636 | $-263,267 | -0.19 % | $-25,611 | | | | | | News Article | History of Munder Capital Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Natixis | Institution | 13,633 | No Change | 0 | 0 % | $285,611 | $285,066 | $-545 | -0.19 % | $0 | | | | | | News Article | History of Natixis Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Natixis Asset Management | Institution | 64,778 | Added More | 7,554 | 13.20 % | $1,357,099 | $1,354,508 | $-2,591 | -0.19 % | $-302 | | | | | | News Article | History of Natixis Asset Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 362,500 | Sold Some | -72,100 | -16.58 % | $7,594,375 | $7,579,875 | $-14,500 | -0.19 % | $2,884 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Northwestern Mutual Wealth Management Co | Institution | 14,258 | Sold Some | -4,537 | -24.13 % | $298,705 | $298,135 | $-570 | -0.19 % | $181 | | | | | | News Article | History of Northwestern Mutual Wealth Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Nuveen Hydepark Group Llc | Institution | 10,931 | Sold Some | -195,705 | -94.71 % | $229,004 | $228,567 | $-437 | -0.19 % | $7,828 | | | | | | News Article | History of Nuveen Hydepark Group Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 2,376,469 | Added More | 395,101 | 19.94 % | $49,787,026 | $49,691,967 | $-95,059 | -0.19 % | $-15,804 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 7,047,619 | Added More | 659,700 | 10.32 % | $147,647,618 | $147,365,713 | $-281,905 | -0.19 % | $-26,388 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rainier Investment Management Inc | Institution | 2,752,870 | New Holding | 2,752,870 | 100 % | $57,672,627 | $57,562,512 | $-110,115 | -0.19 % | $-110,115 | | | | | | News Article | History of Rainier Investment Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 27,049 | Sold Some | -7,234 | -21.10 % | $566,677 | $565,595 | $-1,082 | -0.19 % | $289 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 5,071 | Added More | 2,588 | 104.22 % | $106,237 | $106,035 | $-203 | -0.19 % | $-104 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 401,160 | Added More | 99,300 | 32.89 % | $8,404,302 | $8,388,256 | $-16,046 | -0.19 % | $-3,972 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 422,943 | Added More | 41,343 | 10.83 % | $8,860,656 | $8,843,738 | $-16,918 | -0.19 % | $-1,654 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rosenblum Silverman Sutton S F Inc Ca | Institution | 77,158 | Added More | 75,819 | 5662.35 % | $1,616,460 | $1,613,374 | $-3,086 | -0.19 % | $-3,033 | | | | | | News Article | History of Rosenblum Silverman Sutton S F Inc Ca Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sg Americas Securities Llc | Institution | 66,779 | Added More | 55,484 | 491.22 % | $1,399,020 | $1,396,349 | $-2,671 | -0.19 % | $-2,219 | | | | | | News Article | History of Sg Americas Securities Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Suttonbrook Capital Management Lp | Institution | 500,000 | Sold Some | -1,100,000 | -68.75 % | $10,475,000 | $10,455,000 | $-20,000 | -0.19 % | $44,000 | | | | | | News Article | History of Suttonbrook Capital Management Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Thompson Siegel And Walmsley Inc | Institution | 820,215 | Sold Some | -813,764 | -49.80 % | $17,183,504 | $17,150,696 | $-32,809 | -0.19 % | $32,551 | | | | | | News Article | History of Thompson Siegel And Walmsley Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Tudor Investment Corp Et Al | Institution | 18,403 | Sold Some | -44,297 | -70.64 % | $385,543 | $384,807 | $-736 | -0.19 % | $1,772 | | | | | | News Article | History of Tudor Investment Corp Et Al Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 7,981,762 | Added More | 129,377 | 1.64 % | $167,217,914 | $166,898,643 | $-319,270 | -0.19 % | $-5,175 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-13 | 2009-06-30 | 13F-HR/A | Caisse De Depot Et Placement Du Quebec | Institution | 2,555,000 | Sold Some | -1,400,000 | -35.39 % | $53,527,250 | $53,425,050 | $-102,200 | -0.19 % | $56,000 | | | | | | News Article | History of Caisse De Depot Et Placement Du Quebec Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allianz Global Investors Of America L P | Institution | 18,182 | Sold Some | -28,255 | -60.84 % | $379,095 | $380,186 | $1,091 | 0.28 % | $-1,695 | | | | | | News Article | History of Allianz Global Investors Of America L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allstate Insurance Co | Institution | 16,493 | New Holding | 16,493 | 100 % | $343,879 | $344,869 | $990 | 0.28 % | $990 | | | | | | News Article | History of Allstate Insurance Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allstate Retirement Plan | Institution | 17,985 | Added More | 1,930 | 12.02 % | $374,987 | $376,066 | $1,079 | 0.28 % | $116 | | | | | | News Article | History of Allstate Retirement Plan Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Analytic Investors Inc | Institution | 240,766 | Sold Some | -198,707 | -45.21 % | $5,019,971 | $5,034,417 | $14,446 | 0.28 % | $-11,922 | | | | | | News Article | History of Analytic Investors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Aronson And Johnson And Ortiz Lp | Institution | 1,878,800 | Sold Some | -8,600 | -0.45 % | $39,172,980 | $39,285,708 | $112,728 | 0.28 % | $-516 | | | | | | News Article | History of Aronson And Johnson And Ortiz Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Aviva Plc | Institution | 82,106 | Added More | 280 | 0.34 % | $1,711,910 | $1,716,836 | $4,926 | 0.28 % | $17 | | | | | | News Article | History of Aviva Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 590,634 | Added More | 502,882 | 573.07 % | $12,314,719 | $12,350,157 | $35,438 | 0.28 % | $30,173 | | | | | | News Article | History of Bank Of America Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 12,152,138 | Sold Some | -1,078,590 | -8.15 % | $253,372,077 | $254,101,206 | $729,128 | 0.28 % | $-64,715 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Boston Trust And Investment Management Co | Institution | 12,750 | Added More | 1,700 | 15.38 % | $265,838 | $266,603 | $765 | 0.28 % | $102 | | | | | | News Article | History of Boston Trust And Investment Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Canada Pension Plan Investment Board | Institution | 495,700 | Added More | 43,580 | 9.63 % | $10,335,345 | $10,365,087 | $29,742 | 0.28 % | $2,615 | | | | | | News Article | History of Canada Pension Plan Investment Board Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Claymore Advisors Llc | Institution | 22,896 | Sold Some | -20,212 | -46.88 % | $477,382 | $478,755 | $1,374 | 0.28 % | $-1,213 | | | | | | News Article | History of Claymore Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Credit Suisse | Institution | 228,789 | New Holding | 228,789 | 100 % | $4,770,251 | $4,783,978 | $13,727 | 0.28 % | $13,727 | | | | | | News Article | History of Credit Suisse Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson D A And Co | Institution | 1,507 | Added More | 1,269 | 533.19 % | $31,421 | $31,511 | $90 | 0.28 % | $76 | | | | | | News Article | History of Davidson D A And Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson Investment Advisors | Institution | 1,507 | New Holding | 1,507 | 100 % | $31,421 | $31,511 | $90 | 0.28 % | $90 | | | | | | News Article | History of Davidson Investment Advisors Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Findlay Park Partners Llp | Institution | 3,238,500 | Added More | 1,147,500 | 54.87 % | $67,522,725 | $67,717,035 | $194,310 | 0.28 % | $68,850 | | | | | | News Article | History of Findlay Park Partners Llp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Quadrant L P | Institution | 568,960 | Added More | 49,160 | 9.45 % | $11,862,816 | $11,896,954 | $34,138 | 0.28 % | $2,950 | | | | | | News Article | History of First Quadrant L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Trust Advisors Lp | Institution | 128,820 | Sold Some | -2,736 | -2.07 % | $2,685,897 | $2,693,626 | $7,729 | 0.28 % | $-164 | | | | | | News Article | History of First Trust Advisors Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Franklin Resources Inc | Institution | 47,400 | Added More | 5,875 | 14.14 % | $988,290 | $991,134 | $2,844 | 0.28 % | $353 | | | | | | News Article | History of Franklin Resources Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Freestone Capital Management Inc | Institution | 3,184 | New Holding | 3,184 | 100 % | $66,386 | $66,577 | $191 | 0.28 % | $191 | | | | | | News Article | History of Freestone Capital Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gamco Investors Inc Et Al | Institution | 133,300 | Sold Some | -14,000 | -9.50 % | $2,779,305 | $2,787,303 | $7,998 | 0.28 % | $-840 | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Globeflex Capital L P | Institution | 325,980 | Sold Some | -3,790 | -1.14 % | $6,796,683 | $6,816,242 | $19,559 | 0.28 % | $-227 | | | | | | News Article | History of Globeflex Capital L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gsa Capital Partners Llp | Institution | | Sold All | -15,935 | -100 % | | | | 0.28 % | $-956 | | | | | | News Article | History of Gsa Capital Partners Llp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Hillsdale Investment Management Inc | Institution | 400 | No Change | 0 | 0 % | $8,340 | $8,364 | $24 | 0.28 % | $0 | | | | | | News Article | History of Hillsdale Investment Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 754,540 | Sold Some | -420,950 | -35.81 % | $15,732,159 | $15,777,431 | $45,272 | 0.28 % | $-25,257 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Irish Life Investment Managers | Institution | | Sold All | -101,645 | -100 % | | | | 0.28 % | $-6,099 | | | | | | News Article | History of Irish Life Investment Managers Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Jetstream Capital Llc | Institution | 541,000 | Added More | 279,000 | 106.48 % | $11,279,850 | $11,312,310 | $32,460 | 0.28 % | $16,740 | | | | | | News Article | History of Jetstream Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kbc Group Nv | Institution | 22,003 | Sold Some | -10,672 | -32.66 % | $458,763 | $460,083 | $1,320 | 0.28 % | $-640 | | | | | | News Article | History of Kbc Group Nv Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Korea Investment Corp | No Data | | Sold All | -101,793 | -100 % | | | | 0.28 % | $-6,108 | | | | | | News Article | History of Korea Investment Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Legal And General Group Plc | Institution | 1,094,545 | Added More | 78,200 | 7.69 % | $22,821,263 | $22,886,936 | $65,673 | 0.28 % | $4,692 | | | | | | News Article | History of Legal And General Group Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Manufactureres Life Insurance Co | Institution | | Sold All | -15,190 | -100 % | | | | 0.28 % | $-911 | | | | | | News Article | History of Manufactureres Life Insurance Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 399,871 | Added More | 196,120 | 96.25 % | $8,337,310 | $8,361,303 | $23,992 | 0.28 % | $11,767 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 446,968 | Added More | 66,827 | 17.57 % | $9,319,283 | $9,346,101 | $26,818 | 0.28 % | $4,010 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Nomura Asset Management Co Ltd | Institution | 67,412 | Added More | 300 | 0.44 % | $1,405,540 | $1,409,585 | $4,045 | 0.28 % | $18 | | | | | | News Article | History of Nomura Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Nomura Asset Management Singapore Ltd | No Data | 4,600 | No Change | 0 | 0 % | $95,910 | $96,186 | $276 | 0.28 % | $0 | | | | | | News Article | History of Nomura Asset Management Singapore Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | 6,134 | Added More | 1,071 | 21.15 % | $127,894 | $128,262 | $368 | 0.28 % | $64 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 8,567 | Sold Some | -12,360 | -59.06 % | $178,622 | $179,136 | $514 | 0.28 % | $-742 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 15,370 | Sold Some | -37,830 | -71.10 % | $320,465 | $321,387 | $922 | 0.28 % | $-2,270 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Palisade Capital Management Llc | Institution | 115,755 | Sold Some | -2,871 | -2.42 % | $2,413,492 | $2,420,437 | $6,945 | 0.28 % | $-172 | | | | | | News Article | History of Palisade Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Palisades Investment Partners Llc | Institution | 820,184 | Sold Some | -522,900 | -38.93 % | $17,100,836 | $17,150,047 | $49,211 | 0.28 % | $-31,374 | | | | | | News Article | History of Palisades Investment Partners Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Placemark Investments Inc | Institution | 23,775 | Added More | 213 | 0.90 % | $495,709 | $497,135 | $1,427 | 0.28 % | $13 | | | | | | News Article | History of Placemark Investments Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 716,358 | Added More | 597,344 | 501.91 % | $14,936,064 | $14,979,046 | $42,981 | 0.28 % | $35,841 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Renaissance Group Llc | Institution | 3,931,206 | Added More | 34,533 | 0.88 % | $81,965,645 | $82,201,517 | $235,872 | 0.28 % | $2,072 | | | | | | News Article | History of Renaissance Group Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Rice Hall James And Associates Llc | Institution | 376,191 | Added More | 33,787 | 9.86 % | $7,843,582 | $7,866,154 | $22,571 | 0.28 % | $2,027 | | | | | | News Article | History of Rice Hall James And Associates Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Royal Bank Of Scotland Group Plc | Institution | 148,016 | New Holding | 148,016 | 100 % | $3,086,134 | $3,095,015 | $8,881 | 0.28 % | $8,881 | | | | | | News Article | History of Royal Bank Of Scotland Group Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 998,277 | Sold Some | -541,113 | -35.15 % | $20,814,075 | $20,873,972 | $59,897 | 0.28 % | $-32,467 | | | | | | News Article | History of Russell Frank Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Santa Barbara Asset Management | Institution | | Sold All | -101 | -100 % | | | | 0.28 % | $-6 | | | | | | News Article | History of Santa Barbara Asset Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | 24,494 | Sold Some | -37,638 | -60.57 % | $510,700 | $512,170 | $1,470 | 0.28 % | $-2,258 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Tewksbury Capital Management Ltd | Institution | 34,065 | New Holding | 34,065 | 100 % | $710,255 | $712,299 | $2,044 | 0.28 % | $2,044 | | | | | | News Article | History of Tewksbury Capital Management Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Ubs Oconnor Llc | Institution | 555,301 | New Holding | 555,301 | 100 % | $11,578,026 | $11,611,344 | $33,318 | 0.28 % | $33,318 | | | | | | News Article | History of Ubs Oconnor Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | United Services Automobile Association | Institution | 446,037 | Sold Some | -22,699 | -4.84 % | $9,299,871 | $9,326,634 | $26,762 | 0.28 % | $-1,362 | | | | | | News Article | History of United Services Automobile Association Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | 405,785 | Added More | 101,299 | 33.26 % | $8,460,617 | $8,484,964 | $24,347 | 0.28 % | $6,078 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Wealth Advisors Of Cincinnati Llc | Institution | | Sold All | -172,888 | -100 % | | | | 0.28 % | $-10,373 | | | | | | News Article | History of Wealth Advisors Of Cincinnati Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | World Asset Management Inc | Institution | 31,026 | Sold Some | -8,038 | -20.57 % | $646,892 | $648,754 | $1,862 | 0.28 % | $-482 | | | | | | News Article | History of World Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 877,029 | Sold Some | -200,343 | -18.59 % | $17,944,013 | $18,338,676 | $394,663 | 2.19 % | $-90,154 | | | | | | News Article | History of American Century Companies Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Aperio Group Llc | Institution | 15,917 | Added More | 77 | 0.48 % | $325,662 | $332,824 | $7,163 | 2.19 % | $35 | | | | | | News Article | History of Aperio Group Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | 60,237 | Sold Some | -244,625 | -80.24 % | $1,232,449 | $1,259,556 | $27,107 | 2.19 % | $-110,081 | | | | | | News Article | History of Citigroup Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Clarivest Asset Management Llc | Institution | 53 | No Change | 0 | 0 % | $1,084 | $1,108 | $24 | 2.19 % | $0 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 164,222 | Sold Some | -66,946 | -28.95 % | $3,359,982 | $3,433,882 | $73,900 | 2.19 % | $-30,126 | | | | | | News Article | History of Comerica Bank Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dai Ichi Mutual Life Insurance Co | Institution | 7,137 | No Change | 0 | 0 % | $146,023 | $149,235 | $3,212 | 2.19 % | $0 | | | | | | News Article | History of Dai Ichi Mutual Life Insurance Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dana Investment Advisors Inc | Institution | 777 | New Holding | 777 | 100 % | $15,897 | $16,247 | $350 | 2.19 % | $350 | | | | | | News Article | History of Dana Investment Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dlibj Asset Management Co Ltd | Institution | 42,963 | Added More | 2,912 | 7.27 % | $879,023 | $898,356 | $19,333 | 2.19 % | $1,310 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | First National Trust Co | Institution | 729 | Sold Some | -307 | -29.63 % | $14,915 | $15,243 | $328 | 2.19 % | $-138 | | | | | | News Article | History of First National Trust Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 18,582 | Sold Some | -2,875 | -13.39 % | $380,188 | $388,550 | $8,362 | 2.19 % | $-1,294 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | 714,978 | Added More | 44,597 | 6.65 % | $14,628,450 | $14,950,190 | $321,740 | 2.19 % | $20,069 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 8,803,288 | Sold Some | -231,728 | -2.56 % | $180,115,272 | $184,076,752 | $3,961,480 | 2.19 % | $-104,278 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Macquarie Group Ltd | Institution | 86,392 | Added More | 38,292 | 79.60 % | $1,767,580 | $1,806,457 | $38,876 | 2.19 % | $17,231 | | | | | | News Article | History of Macquarie Group Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 29,425 | No Change | 0 | 0 % | $602,036 | $615,277 | $13,241 | 2.19 % | $0 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Stephens Inc Ar | Institution | 275,558 | Sold Some | -16,767 | -5.73 % | $5,637,917 | $5,761,918 | $124,001 | 2.19 % | $-7,545 | | | | | | News Article | History of Stephens Inc Ar Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | 1,100 | Added More | 612 | 125.40 % | $22,506 | $23,001 | $495 | 2.19 % | $275 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 303,861 | Sold Some | -30,813 | -9.20 % | $6,216,996 | $6,353,734 | $136,737 | 2.19 % | $-13,866 | | | | | | News Article | History of Ubs Ag Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Vaughan Nelson Scarborough And Mccullough Lp | Institution | 1,014,971 | Added More | 17,075 | 1.71 % | $20,766,307 | $21,223,044 | $456,737 | 2.19 % | $7,684 | | | | | | News Article | History of Vaughan Nelson Scarborough And Mccullough Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Verizon Communications Inc | Institution | 92,743 | No Change | 0 | 0 % | $1,897,522 | $1,939,256 | $41,734 | 2.19 % | $0 | | | | | | News Article | History of Verizon Communications Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-06-30 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 40,051 | Sold Some | -74,033 | -64.89 % | $819,443 | $837,466 | $18,023 | 2.19 % | $-33,315 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2009-03-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 114,084 | Sold Some | -134,300 | -54.06 % | $2,334,159 | $2,385,496 | $51,338 | 2.19 % | $-60,435 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-10 | 2008-12-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 248,384 | Added More | 182,860 | 279.07 % | $5,081,937 | $5,193,709 | $111,773 | 2.19 % | $82,287 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Aberdeen Asset Management Plc | Institution | 24,701 | Added More | 2,900 | 13.30 % | $503,406 | $516,498 | $13,092 | 2.60 % | $1,537 | | | | | | News Article | History of Aberdeen Asset Management Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Bridgewater Associates Inc | Institution | 204,700 | Added More | 138,900 | 211.09 % | $4,171,786 | $4,280,277 | $108,491 | 2.60 % | $73,617 | | | | | | News Article | History of Bridgewater Associates Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Cadence Capital Management Llc | Institution | 2,406,550 | Added More | 342,080 | 16.56 % | $49,045,489 | $50,320,961 | $1,275,472 | 2.60 % | $181,302 | | | | | | News Article | History of Cadence Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Chartwell Investment Partners | Institution | 1,178,379 | Added More | 469,689 | 66.27 % | $24,015,364 | $24,639,905 | $624,541 | 2.60 % | $248,935 | | | | | | News Article | History of Chartwell Investment Partners Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Fan Asset Management Llc | Institution | 25,300 | No Change | 0 | 0 % | $515,614 | $529,023 | $13,409 | 2.60 % | $0 | | | | | | News Article | History of Fan Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 127,700 | New Holding | 127,700 | 100 % | $2,602,526 | $2,670,207 | $67,681 | 2.60 % | $67,681 | | | | | | News Article | History of Federated Investors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | General Motors Investment Management Corp | Institution | 122,551 | Added More | 10,500 | 9.37 % | $2,497,589 | $2,562,541 | $64,952 | 2.60 % | $5,565 | | | | | | News Article | History of General Motors Investment Management Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Massachusetts Financial Services Co | Institution | 841,043 | Sold Some | -416,130 | -33.10 % | $17,140,456 | $17,586,209 | $445,753 | 2.60 % | $-220,549 | | | | | | News Article | History of Massachusetts Financial Services Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Pitcairn Group L P | Institution | 64,667 | Sold Some | -1,879 | -2.82 % | $1,317,913 | $1,352,187 | $34,274 | 2.60 % | $-996 | | | | | | News Article | History of Pitcairn Group L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Rochdale Investment Management Llc | Institution | 15,109 | No Change | 0 | 0 % | $307,921 | $315,929 | $8,008 | 2.60 % | $0 | | | | | | News Article | History of Rochdale Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | State Of Wisconsin Investment Board | Institution | 246,922 | Added More | 19,200 | 8.43 % | $5,032,270 | $5,163,139 | $130,869 | 2.60 % | $10,176 | | | | | | News Article | History of State Of Wisconsin Investment Board Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-08-31 | N-CSR | American Performance Funds - Balanced Fund | Flexible Portfolio | 580 | New Holding | 580 | 100 % | $11,820 | $12,128 | $307 | 2.60 % | $307 | | | | | | News Article | History of American Performance Funds - Balanced Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-11-09 | 2009-08-31 | N-CSRS | Trust For Professional Managers - Alternative Strategies Mutual Fund | No Data | 2,537 | Added More | 537 | 26.85 % | $51,704 | $53,049 | $1,345 | 2.60 % | $285 | | | | | | News Article | History of Trust For Professional Managers - Alternative Strategies Mutual Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Condor Capital Management | Institution | 43,288 | Sold Some | -570 | -1.29 % | $859,700 | $905,152 | $45,452 | 5.28 % | $-599 | | | | | | News Article | History of Condor Capital Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 64,920 | Added More | 24,100 | 59.03 % | $1,289,311 | $1,357,477 | $68,166 | 5.28 % | $25,305 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | | Sold All | -59 | -100 % | | | | 5.28 % | $-62 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 21,297 | Added More | 16,953 | 390.26 % | $422,958 | $445,320 | $22,362 | 5.28 % | $17,801 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 769,933 | Sold Some | -85,918 | -10.03 % | $15,290,869 | $16,099,299 | $808,430 | 5.28 % | $-90,214 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 178,663 | Added More | 5,974 | 3.45 % | $3,548,247 | $3,735,843 | $187,596 | 5.28 % | $6,273 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 2,313,640 | Added More | 198,938 | 9.40 % | $45,948,890 | $48,378,212 | $2,429,322 | 5.28 % | $208,885 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 21,653 | No Change | 0 | 0 % | $430,029 | $452,764 | $22,736 | 5.28 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Waddell And Reed Financial Inc | Institution | 1,385,950 | Sold Some | -170,000 | -10.92 % | $27,524,967 | $28,980,215 | $1,455,248 | 5.28 % | $-178,500 | | | | | | News Article | History of Waddell And Reed Financial Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-06-30 | 13F-HR | Condor Capital Management | Institution | 43,858 | Added More | 120 | 0.27 % | $871,020 | $917,071 | $46,051 | 5.28 % | $126 | | | | | | News Article | History of Condor Capital Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-06 | 2009-03-31 | 13F-HR | Condor Capital Management | Institution | 43,738 | New Holding | 43,738 | 100 % | $868,637 | $914,562 | $45,925 | 5.28 % | $45,925 | | | | | | News Article | History of Condor Capital Management Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Aster Investment Management Co Inc | Institution | 1,067,900 | Added More | 241,400 | 29.20 % | $21,133,741 | $22,329,789 | $1,196,048 | 5.65 % | $270,368 | | | | | | News Article | History of Aster Investment Management Co Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Asset Management Co Ltd | No Data | 74,700 | No Change | 0 | 0 % | $1,478,313 | $1,561,977 | $83,664 | 5.65 % | $0 | | | | | | News Article | History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 61,175 | Sold Some | -9,020 | -12.84 % | $1,210,653 | $1,279,169 | $68,516 | 5.65 % | $-10,102 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 320,211 | Sold Some | -22,396 | -6.53 % | $6,336,976 | $6,695,612 | $358,636 | 5.65 % | $-25,084 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 51,827 | Added More | 18,716 | 56.52 % | $1,025,656 | $1,083,703 | $58,046 | 5.65 % | $20,962 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 228,501 | Sold Some | -114,391 | -33.36 % | $4,522,035 | $4,777,956 | $255,921 | 5.65 % | $-128,118 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tal Global Asset Management Inc | Institution | 11,506 | No Change | 0 | 0 % | $227,704 | $240,590 | $12,887 | 5.65 % | $0 | | | | | | News Article | History of Tal Global Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texas | Institution | 390,471 | Added More | 11,732 | 3.09 % | $7,727,421 | $8,164,749 | $437,328 | 5.65 % | $13,140 | | | | | | News Article | History of Teacher Retirement System Of Texas Ownership Of Td Ameritrade Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Value Line Inc | Institution | 100,000 | No Change | 0 | 0 % | $1,979,000 | $2,091,000 | $112,000 | 5.65 % | $0 | | | | | | News Article | History of Value Line Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 45,911 | Added More | 3,855 | 9.16 % | $894,805 | $959,999 | $65,194 | 7.28 % | $5,474 | | | | | | News Article | History of Curian Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 137,000 | Added More | 8,000 | 6.20 % | $2,670,130 | $2,864,670 | $194,540 | 7.28 % | $11,360 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Trust Banking Corp | No Data | 489,698 | Added More | 274,155 | 127.19 % | $9,544,214 | $10,239,585 | $695,371 | 7.28 % | $389,300 | | | | | | News Article | History of Mitsubishi Ufj Trust Banking Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Optimum Investment Advisors | Institution | 19,392 | Sold Some | -153,897 | -88.80 % | $377,950 | $405,487 | $27,537 | 7.28 % | $-218,534 | | | | | | News Article | History of Optimum Investment Advisors Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | South Texas Money Management Ltd | Institution | 827,964 | Added More | 48,739 | 6.25 % | $16,137,018 | $17,312,727 | $1,175,709 | 7.28 % | $69,209 | | | | | | News Article | History of South Texas Money Management Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Symphony Asset Management Llc | Institution | 19,376 | Sold Some | -18,293 | -48.56 % | $377,638 | $405,152 | $27,514 | 7.28 % | $-25,976 | | | | | | News Article | History of Symphony Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Texas Capital Bancshares Inc | Institution | 42,530 | Sold Some | -5,180 | -10.85 % | $828,910 | $889,302 | $60,393 | 7.28 % | $-7,356 | | | | | | News Article | History of Texas Capital Bancshares Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Tradeworx Inc | Institution | | Sold All | -13,609 | -100 % | | | | 7.28 % | $-19,325 | | | | | | News Article | History of Tradeworx Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Apg All Pensions Group | Institution | 112,319 | New Holding | 112,319 | 100 % | $2,167,757 | $2,348,590 | $180,834 | 8.34 % | $180,834 | | | | | | News Article | History of Apg All Pensions Group Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 417,651 | Sold Some | -7,301 | -1.71 % | $8,060,664 | $8,733,082 | $672,418 | 8.34 % | $-11,755 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | 148 | New Holding | 148 | 100 % | $2,856 | $3,095 | $238 | 8.34 % | $238 | | | | | | News Article | History of M And T Bank Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -1,558 | -100 % | | | | 8.34 % | $-2,508 | | | | | | News Article | History of Private Trust Co Na Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 36,079 | Sold Some | -589,400 | -94.23 % | $696,325 | $754,412 | $58,087 | 8.34 % | $-948,934 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 1,768,970 | Added More | 242,996 | 15.92 % | $34,141,121 | $36,989,163 | $2,848,042 | 8.34 % | $391,224 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Advanced Investment Partners Llc | No Data | 131,227 | Added More | 117,422 | 850.57 % | $2,519,558 | $2,743,957 | $224,398 | 8.90 % | $200,792 | | | | | | News Article | History of Advanced Investment Partners Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 820 | No Change | 0 | 0 % | $15,744 | $17,146 | $1,402 | 8.90 % | $0 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 11,546 | Sold Some | -8,966 | -43.71 % | $221,683 | $241,427 | $19,744 | 8.90 % | $-15,332 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Fny Managed Accounts Llc | Institution | | Sold All | -14,248 | -100 % | | | | 8.90 % | $-24,364 | | | | | | News Article | History of Fny Managed Accounts Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Golden Capital Management Llc | Institution | 1,599,616 | Added More | 1,402,907 | 713.18 % | $30,712,627 | $33,447,971 | $2,735,343 | 8.90 % | $2,398,971 | | | | | | News Article | History of Golden Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Advisers Inc | Institution | 284,788 | Sold Some | -39,227 | -12.10 % | $5,467,930 | $5,954,917 | $486,987 | 8.90 % | $-67,078 | | | | | | News Article | History of Ncm Capital Advisers Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Management Group Inc | Institution | 4,800 | Sold Some | -1,125 | -18.98 % | $92,160 | $100,368 | $8,208 | 8.90 % | $-1,924 | | | | | | News Article | History of Ncm Capital Management Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 2,311,850 | Sold Some | -2,319,650 | -50.08 % | $44,387,520 | $48,340,784 | $3,953,264 | 8.90 % | $-3,966,602 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios - Brokerage And Investment Management Portfolio | Specialty & Misc | 649 | No Change | 0 | 0 % | $12,461 | $13,571 | $1,110 | 8.90 % | $0 | | | | | | News Article | History of Fidelity Select Portfolios - Brokerage And Investment Management Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios - Industrials Portfolio | Specialty & Misc | | Sold All | -649 | -100 % | | | | 8.90 % | $-1,110 | | | | | | News Article | History of Fidelity Select Portfolios - Industrials Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clinton Group Inc | Institution | | Sold All | -12,620 | -100 % | | | | 8.34 % | $-20,318 | | | | | | News Article | History of Clinton Group Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | N-Q | Forum Funds - Shaker Fund | Specialty & Misc | 186,795 | New Holding | 186,795 | 100 % | $3,605,144 | $3,905,883 | $300,740 | 8.34 % | $300,740 | | | | | | News Article | History of Forum Funds - Shaker Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | | Sold All | -26,103 | -100 % | | | | 8.34 % | $-42,026 | | | | | | News Article | History of Oxford Asset Management Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 501,007 | Sold Some | -245,610 | -32.89 % | $9,669,435 | $10,476,056 | $806,621 | 8.34 % | $-395,432 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR/A | Sterneck Capital Management Llc | No Data | | Sold All | -20,200 | -100 % | | | | 8.34 % | $-32,522 | | | | | | News Article | History of Sterneck Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wesbanco Bank Inc | Institution | 21,973 | Added More | 7,605 | 52.93 % | $424,079 | $459,455 | $35,377 | 8.34 % | $12,244 | | | | | | News Article | History of Wesbanco Bank Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 23,095 | No Compare | | | $445,734 | $482,916 | $37,183 | 8.34 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Large Cap Growth Enhanced Index Fund | Large-Cap Growth | 5,000 | Added More | 2,800 | 127.27 % | $96,500 | $104,550 | $8,050 | 8.34 % | $4,508 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Large Cap Growth Enhanced Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Large Cap Value Enhanced Index Fund | Large-Cap Value | 5,600 | New Holding | 5,600 | 100 % | $108,080 | $117,096 | $9,016 | 8.34 % | $9,016 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Large Cap Value Enhanced Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Mid Cap Enhanced Index Fund | Mid-Cap Core | 4,400 | New Holding | 4,400 | 100 % | $84,920 | $92,004 | $7,084 | 8.34 % | $7,084 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Mid Cap Enhanced Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Jennison Blend Fund Inc - Jennison Blend Fund Inc | Specialty & Misc | | Sold All | -318,900 | -100 % | | | | 8.34 % | $-513,429 | | | | | | News Article | History of Jennison Blend Fund Inc - Jennison Blend Fund Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Jennison Mid Cap Growth Fund Inc - Jennison U S Emerging Growth Fund Inc | Mid-Cap Growth | | Sold All | -1,096,100 | -100 % | | | | 8.34 % | $-1,764,721 | | | | | | News Article | History of Jennison Mid Cap Growth Fund Inc - Jennison U S Emerging Growth Fund Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Jennison Value Fund - Jennison Value Fund | Multi-Cap Value | | Sold All | -682,200 | -100 % | | | | 8.34 % | $-1,098,342 | | | | | | News Article | History of Jennison Value Fund - Jennison Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Putnam Funds Trust - Putnam Global Consumer Fund | No Data | | Sold All | -1,234 | -100 % | | | | 8.34 % | $-1,987 | | | | | | News Article | History of Putnam Funds Trust - Putnam Global Consumer Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | 96,697 | Added More | 5,130 | 5.60 % | $1,866,252 | $2,021,934 | $155,682 | 8.34 % | $8,259 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Mega Cap 300 Index Fund | No Data | 9,564 | Added More | 1,503 | 18.64 % | $184,585 | $199,983 | $15,398 | 8.34 % | $2,420 | | | | | | News Article | History of Vanguard World Fund - Vanguard Mega Cap 300 Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-09-30 | N-Q | Bryce Capital Funds - Bryce Capital Value Fund | Mid-Cap Core | 5,950 | New Holding | 5,950 | 100 % | $116,323 | $124,415 | $8,092 | 6.95 % | $8,092 | | | | | | News Article | History of Bryce Capital Funds - Bryce Capital Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 478,358 | Sold Some | -5,753 | -1.18 % | $9,351,899 | $10,002,466 | $650,567 | 6.95 % | $-7,824 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Giovine Capital Group Llc | Institution | 100,000 | Sold Some | -570,000 | -85.07 % | $1,955,000 | $2,091,000 | $136,000 | 6.95 % | $-775,200 | | | | | | News Article | History of Giovine Capital Group Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Greenwich Wealth Management Llc | Institution | 21,795 | No Change | 0 | 0 % | $426,092 | $455,733 | $29,641 | 6.95 % | $0 | | | | | | News Article | History of Greenwich Wealth Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Westend Advisors Llc | Institution | 115 | New Holding | 115 | 100 % | $2,248 | $2,405 | $156 | 6.95 % | $156 | | | | | | News Article | History of Westend Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De - Evergreen Market Index Growth Fund | Multi-Cap Growth | 23,428 | Sold Some | -608 | -2.52 % | $458,017 | $489,879 | $31,862 | 6.95 % | $-827 | | | | | | News Article | History of Evergreen Equity Trust De - Evergreen Market Index Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Trust For Professional Managers - Schooner Growth And Income Fund | No Data | 3,500 | New Holding | 3,500 | 100 % | $68,425 | $73,185 | $4,760 | 6.95 % | $4,760 | | | | | | News Article | History of Trust For Professional Managers - Schooner Growth And Income Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -77,800 | -100 % | | | | 6.95 % | $-105,808 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -4,600 | -100 % | | | | 6.95 % | $-6,256 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -110,200 | -100 % | | | | 6.95 % | $-149,872 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -256,435 | -100 % | | | | 6.95 % | $-348,752 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Large Capital Growth Fund | Large-Cap Growth | 87,090 | New Holding | 87,090 | 100 % | $1,702,610 | $1,821,052 | $118,442 | 6.95 % | $118,442 | | | | | | News Article | History of Valic Co I - Large Capital Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Value Fund | Multi-Cap Value | 10,216 | New Holding | 10,216 | 100 % | $199,723 | $213,617 | $13,894 | 6.95 % | $13,894 | | | | | | News Article | History of Valic Co I - Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Capital City Trust Co | Institution | 100 | New Holding | 100 | 100 % | $1,874 | $2,091 | $217 | 11.57 % | $217 | | | | | | News Article | History of Capital City Trust Co Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Carl Domino Inc | Institution | 10,000 | No Change | 0 | 0 % | $187,400 | $209,100 | $21,700 | 11.57 % | $0 | | | | | | News Article | History of Carl Domino Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Hoover Investment Management Co Llc | Institution | 59,600 | Added More | 14,600 | 32.44 % | $1,116,904 | $1,246,236 | $129,332 | 11.57 % | $31,682 | | | | | | News Article | History of Hoover Investment Management Co Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 16,700 | No Compare | | | $312,958 | $349,197 | $36,239 | 11.57 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Quotient Investors Llc | No Data | | Sold All | -14,200 | -100 % | | | | 11.57 % | $-30,814 | | | | | | News Article | History of Quotient Investors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Sandy Spring Bank | No Data | 900 | No Change | 0 | 0 % | $16,866 | $18,819 | $1,953 | 11.57 % | $0 | | | | | | News Article | History of Sandy Spring Bank Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-08-31 | N-Q | Alliancebernstein Balanced Shares Inc - Alliancebernstein Balanced Shares Inc | Flexible Portfolio | 188,520 | Added More | 73,900 | 64.47 % | $3,532,865 | $3,941,953 | $409,088 | 11.57 % | $160,363 | | | | | | News Article | History of Alliancebernstein Balanced Shares Inc - Alliancebernstein Balanced Shares Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-08-31 | N-Q | American Century Strategic Asset Allocations Inc - Newton Fund | Small-Cap Core | 43,858 | New Holding | 43,858 | 100 % | $821,899 | $917,071 | $95,172 | 11.57 % | $95,172 | | | | | | News Article | History of American Century Strategic Asset Allocations Inc - Newton Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-08-31 | N-Q | Brazos Mutual Funds - Brazos Growth Portfolio | Mid-Cap Growth | | Sold All | -36,100 | -100 % | | | | 11.57 % | $-78,337 | | | | | | News Article | History of Brazos Mutual Funds - Brazos Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-08-31 | N-Q | Brazos Mutual Funds - Brazos Mid Cap Portfolio | Mid-Cap Growth | 31,200 | Sold Some | -5,000 | -13.81 % | $584,688 | $652,392 | $67,704 | 11.57 % | $-10,850 | | | | | | News Article | History of Brazos Mutual Funds - Brazos Mid Cap Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-28 | 2009-08-31 | N-Q | Dws Value Series Inc - Dws Large Cap Value Fund | Large-Cap Value | | Sold All | -507,979 | -100 % | | | | 11.57 % | $-1,102,314 | | | | | | News Article | History of Dws Value Series Inc - Dws Large Cap Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Fruth Investment Management | Institution | 13,100 | Added More | 1,000 | 8.26 % | $252,437 | $273,921 | $21,484 | 8.51 % | $1,640 | | | | | | News Article | History of Fruth Investment Management Ownership Of Td Ameritrade Holding Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Holland Capital Management L P | Institution | 1,369,445 | Sold Some | -4,675 | -0.34 % | $26,389,205 | $28,635,095 | $2,245,890 | 8.51 % | $-7,667 | | | | | | News Article | History of Holland Capital Management L P Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Ray Gerald L And Associates Ltd | Institution | 10,400 | No Change | 0 | 0 % | $202,592 | $217,464 | $14,872 | 7.34 % | $0 | | | | | | News Article | History of Ray Gerald L And Associates Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Schroder Investment Management Group | Institution | 741,340 | Added More | 17,154 | 2.36 % | $14,441,303 | $15,501,419 | $1,060,116 | 7.34 % | $24,530 | | | | | | News Article | History of Schroder Investment Management Group Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-09-30 | 13F-HR | Smith Asset Management Group Lp | Institution | 1,927,002 | Sold Some | -183,703 | -8.70 % | $37,537,999 | $40,293,612 | $2,755,613 | 7.34 % | $-262,695 | | | | | | News Article | History of Smith Asset Management Group Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 131 | No Change | 0 | 0 % | $2,552 | $2,739 | $187 | 7.34 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange-Traded Fund Trust 2 - Claymoreclear Global Exchanges Brokers Asset Managers | Global Flex Port | 2,438 | Added More | 803 | 49.11 % | $47,492 | $50,979 | $3,486 | 7.34 % | $1,148 | | | | | | News Article | History of Claymore Exchange-Traded Fund Trust 2 - Claymoreclear Global Exchanges Brokers Asset Managers Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-08-31 | N-Q | Legg Mason Partners Equity Trust - Legg Mason Partners Mid Cap Core Fund | Mid-Cap Core | | Sold All | -750,000 | -100 % | | | | 7.34 % | $-1,072,500 | | | | | | News Article | History of Legg Mason Partners Equity Trust - Legg Mason Partners Mid Cap Core Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 2,527,336 | Sold Some | -140,381 | -5.26 % | $49,232,505 | $52,846,596 | $3,614,090 | 7.34 % | $-200,745 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Columbus Circle Investors | Institution | 1,579,911 | Added More | 114,526 | 7.81 % | $30,681,872 | $33,035,939 | $2,354,067 | 7.67 % | $170,644 | | | | | | News Article | History of Columbus Circle Investors Ownership Of Td Ameritrade Holding Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Commerce Bank N A | Institution | 10,474 | New Holding | 10,474 | 100 % | $203,405 | $219,011 | $15,606 | 7.67 % | $15,606 | | | | | | News Article | History of Commerce Bank N A Ownership Of Td Ameritrade Holding Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Gateway Investment Advisers Lp | Institution | 16,786 | Added More | 518 | 3.18 % | $325,984 | $350,995 | $25,011 | 7.67 % | $772 | | | | | | News Article | History of Gateway Investment Advisers Lp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Rbc Bank Usa Trust Department | No Data | 6,005 | Added More | 2,050 | 51.83 % | $116,617 | $125,565 | $8,947 | 7.67 % | $3,055 | | | | | | News Article | History of Rbc Bank Usa Trust Department Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-10-22 | 13F-HR | Aurora Investment Counsel | Institution | 121,340 | Sold Some | -6,207 | -4.86 % | $2,412,239 | $2,537,219 | $124,980 | 5.18 % | $-6,393 | | | | | | News Article | History of Aurora Investment Counsel Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Bancwest Corp | Institution | 14,015 | Added More | 1,194 | 9.31 % | $278,618 | $293,054 | $14,435 | 5.18 % | $1,230 | | | | | | News Article | History of Bancwest Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Advisors Llc | Institution | 998,190 | Added More | 80,800 | 8.80 % | $19,844,017 | $20,872,153 | $1,028,136 | 5.18 % | $83,224 | | | | | | News Article | History of Blackrock Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 225,002 | Added More | 29,678 | 15.19 % | $4,473,040 | $4,704,792 | $231,752 | 5.18 % | $30,568 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 87,600 | Sold Some | -66,345 | -43.09 % | $1,741,488 | $1,831,716 | $90,228 | 5.18 % | $-68,335 | | | | | | News Article | History of Blackrock Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 787,858 | Added More | 26,349 | 3.46 % | $15,662,617 | $16,474,111 | $811,494 | 5.18 % | $27,139 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Eagle Asset Management Inc | Institution | 709,895 | Sold Some | -12,543 | -1.73 % | $14,112,713 | $14,843,904 | $731,192 | 5.18 % | $-12,919 | | | | | | News Article | History of Eagle Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Farmers And Merchants Investments Inc | Institution | 1,500 | New Holding | 1,500 | 100 % | $29,820 | $31,365 | $1,545 | 5.18 % | $1,545 | | | | | | News Article | History of Farmers And Merchants Investments Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Guinness Atkinson Asset Management Inc | Institution | 74,780 | No Change | 0 | 0 % | $1,486,626 | $1,563,650 | $77,023 | 5.18 % | $0 | | | | | | News Article | History of Guinness Atkinson Asset Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Merrill Lynch Mercury Asset Management Japan Ltd | Institution | 201,798 | Sold Some | -900 | -0.44 % | $4,011,744 | $4,219,596 | $207,852 | 5.18 % | $-927 | | | | | | News Article | History of Merrill Lynch Mercury Asset Management Japan Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR/A | Parsec Financial Management Inc | Institution | 23,149 | Sold Some | -2,675 | -10.35 % | $460,202 | $484,046 | $23,843 | 5.18 % | $-2,755 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Regions Financial Corp | Institution | 30,528 | Added More | 7,180 | 30.75 % | $606,897 | $638,340 | $31,444 | 5.18 % | $7,395 | | | | | | News Article | History of Regions Financial Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Robeco Institutional Asset Management Bv | Institution | 348,000 | Sold Some | -53,300 | -13.28 % | $6,918,240 | $7,276,680 | $358,440 | 5.18 % | $-54,899 | | | | | | News Article | History of Robeco Institutional Asset Management Bv Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Sadoff Investment Management Llc | Institution | 685,050 | New Holding | 685,050 | 100 % | $13,618,794 | $14,324,396 | $705,602 | 5.18 % | $705,602 | | | | | | News Article | History of Sadoff Investment Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Smith Hayes Advisers Inc | Institution | 23,800 | Added More | 600 | 2.58 % | $473,144 | $497,658 | $24,514 | 5.18 % | $618 | | | | | | News Article | History of Smith Hayes Advisers Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Temujin Fund Management Llc | Institution | | Sold All | -15,200 | -100 % | | | | 5.18 % | $-15,656 | | | | | | News Article | History of Temujin Fund Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 3,199,710 | Added More | 385,314 | 13.69 % | $63,482,246 | $66,905,936 | $3,423,690 | 5.39 % | $412,286 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Boston Advisors Llc | Institution | 14,500 | New Holding | 14,500 | 100 % | $287,680 | $303,195 | $15,515 | 5.39 % | $15,515 | | | | | | News Article | History of Boston Advisors Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Navellier And Associates Inc | Institution | 3,356,310 | Sold Some | -217,623 | -6.08 % | $66,589,190 | $70,180,442 | $3,591,252 | 5.39 % | $-232,857 | | | | | | News Article | History of Navellier And Associates Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 846,387 | Added More | 153,606 | 22.17 % | $16,792,318 | $17,697,952 | $905,634 | 5.39 % | $164,358 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Td Ameritrade Holding Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | 1st Global Advisors Inc | Institution | 12,890 | Sold Some | -4,130 | -24.26 % | $261,023 | $269,530 | $8,507 | 3.25 % | $-2,726 | | | | | | News Article | History of 1st Global Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 257,600 | No Change | 0 | 0 % | $5,216,400 | $5,386,416 | $170,016 | 3.25 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Td Ameritrade Holding Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Hanseatic Management Services Inc | Institution | | Sold All | -30,550 | -100 % | | | | 1.60 % | $-10,082 | | | | | | News Article | History of Hanseatic Management Services Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Manley Asset Management L P | Institution | | Sold All | -28,000 | -100 % | | | | 1.60 % | $-9,240 | | | | | | News Article | History of Manley Asset Management L P Ownership Of Td Ameritrade Holding Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 72,100 | Added More | 6,500 | 9.90 % | $1,483,818 | $1,507,611 | $23,793 | 1.60 % | $2,145 | | | | | | News Article | History of Strs Ohio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-16 | 2009-09-30 | 13F-HR | Regentatlantic Capital Llc | Institution | | Sold All | -66,770 | -100 % | | | | 1.60 % | $-22,034 | | | | | | News Article | History of Regentatlantic Capital Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Evercore Asset Management Llc | Institution | 28,241 | Sold Some | -1,272 | -4.30 % | $586,283 | $590,519 | $4,236 | 0.72 % | $-191 | | | | | | News Article | History of Evercore Asset Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Harris Financial Corp | Institution | 63,473 | Added More | 3,988 | 6.70 % | $1,317,699 | $1,327,220 | $9,521 | 0.72 % | $598 | | | | | | News Article | History of Harris Financial Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Managers Investment Group Llc | Institution | 13,568 | Sold Some | -26,916 | -66.48 % | $281,672 | $283,707 | $2,035 | 0.72 % | $-4,037 | | | | | | News Article | History of Managers Investment Group Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 513,139 | Added More | 3,049 | 0.59 % | $10,652,766 | $10,729,736 | $76,971 | 0.72 % | $457 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Raymond James Financial Services Advisors Inc | No Data | 17,531 | Added More | 4,379 | 33.29 % | $363,944 | $366,573 | $2,630 | 0.72 % | $657 | | | | | | News Article | History of Raymond James Financial Services Advisors Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR/A | Standard Life Investments | Institution | 209,693 | No Change | 0 | 0 % | $4,353,227 | $4,384,681 | $31,454 | 0.72 % | $0 | | | | | | News Article | History of Standard Life Investments Ownership Of Td Ameritrade Holding Corp |
| 2009-10-14 | 2009-09-30 | 13F-HR | Shell Asset Management Co | Institution | 64,651 | Added More | 37,142 | 135.01 % | $1,348,620 | $1,351,852 | $3,233 | 0.23 % | $1,857 | | | | | | News Article | History of Shell Asset Management Co Ownership Of Td Ameritrade Holding Corp |
| 2009-10-13 | 2009-09-30 | 13F-HR | Galaxy Capital Trading Ltd | Institution | | Sold All | -17,900 | -100 % | | | | 3.61 % | $-13,067 | | | | | | News Article | History of Galaxy Capital Trading Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-10-09 | 2009-06-30 | 13F-HR/A | Parsec Financial Management Inc | Institution | 25,824 | Added More | 1,575 | 6.49 % | $528,101 | $539,980 | $11,879 | 2.24 % | $725 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-09 | 2009-03-31 | 13F-HR/A | Parsec Financial Management Inc | Institution | 24,249 | Added More | 1,605 | 7.08 % | $495,892 | $507,047 | $11,155 | 2.24 % | $738 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-09 | 2009-03-31 | 13F-HR/A | Parsec Financial Management Inc | Institution | 24,249 | Added More | 1,895 | 8.47 % | $495,892 | $507,047 | $11,155 | 2.24 % | $872 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-09 | 2008-12-31 | 13F-HR/A | Parsec Financial Management Inc | Institution | 22,354 | Sold Some | -4,740 | -17.49 % | $457,139 | $467,422 | $10,283 | 2.24 % | $-2,180 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-09 | 2008-12-31 | 13F-HR/A | Parsec Financial Management Inc | Institution | 22,644 | Sold Some | -4,450 | -16.42 % | $463,070 | $473,486 | $10,416 | 2.24 % | $-2,047 | | | | | | News Article | History of Parsec Financial Management Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 277,431 | Added More | 1,207 | 0.43 % | $5,604,106 | $5,801,082 | $196,976 | 3.51 % | $857 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Td Ameritrade Holding Corp |
| 2009-10-07 | 2009-09-30 | 13F-HR | Jaffetilchin Investment Partners Llc | Institution | | Sold All | -42,077 | -100 % | | | | 6.19 % | $-51,334 | | | | | | News Article | History of Jaffetilchin Investment Partners Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-07 | 2009-09-30 | 13F-HR | Terre Haute First National Bank | Institution | 150 | No Change | 0 | 0 % | $2,954 | $3,137 | $183 | 6.19 % | $0 | | | | | | News Article | History of Terre Haute First National Bank Ownership Of Td Ameritrade Holding Corp |
| 2009-10-07 | 2009-07-31 | N-CSR | Aim Investment Securities Funds - Aim Income Fund | Equity Income | 710,362 | No Change | 0 | 0 % | $13,987,028 | $14,853,669 | $866,642 | 6.19 % | $0 | | | | | | News Article | History of Aim Investment Securities Funds - Aim Income Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-07 | 2009-07-31 | N-CSRS | Sunamerica Series Trust - Balanced Portfolio | Flexible Portfolio | | Sold All | -11,304 | -100 % | | | | 6.19 % | $-13,791 | | | | | | News Article | History of Sunamerica Series Trust - Balanced Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Alliancebernstein Global Technology Fund Inc - Alliancebernstein Global Technology Fund Inc | Science & Tech | 605,300 | Sold Some | -15,500 | -2.49 % | $11,718,608 | $12,656,823 | $938,215 | 8.00 % | $-24,025 | | | | | | News Article | History of Alliancebernstein Global Technology Fund Inc - Alliancebernstein Global Technology Fund Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 256,435 | New Holding | 256,435 | 100 % | $4,964,582 | $5,362,056 | $397,474 | 8.00 % | $397,474 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 110,200 | New Holding | 110,200 | 100 % | $2,133,472 | $2,304,282 | $170,810 | 8.00 % | $170,810 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 4,600 | New Holding | 4,600 | 100 % | $89,056 | $96,186 | $7,130 | 8.00 % | $7,130 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Aim Equity Funds - Aim Capital Development Fund | Mid-Cap Growth | | Sold All | -685,718 | -100 % | | | | 4.23 % | $-582,860 | | | | | | News Article | History of Aim Equity Funds - Aim Capital Development Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Aim Equity Funds - Aim Large Cap Basic Value Fund | Large-Cap Value | 654,085 | New Holding | 654,085 | 100 % | $13,120,945 | $13,676,917 | $555,972 | 4.23 % | $555,972 | | | | | | News Article | History of Aim Equity Funds - Aim Large Cap Basic Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Aim International Mutual Funds - Aim Global Growth Fund | Global Large-Cap Growth | 170,903 | No Compare | | | $3,428,314 | $3,573,582 | $145,268 | 4.23 % | | | | | | | News Article | History of Aim International Mutual Funds - Aim Global Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - Balanced Fund | Mixed-Asset Target Allocation Growth | 26,818 | New Holding | 26,818 | 100 % | $537,969 | $560,764 | $22,795 | 4.23 % | $22,795 | | | | | | News Article | History of American Century Mutual Funds Inc - Balanced Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - Vista Fund | Mid-Cap Growth | 691,700 | New Holding | 691,700 | 100 % | $13,875,502 | $14,463,447 | $587,945 | 4.23 % | $587,945 | | | | | | News Article | History of American Century Mutual Funds Inc - Vista Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | American Independence Funds Trust - Fusion Fund | No Data | | Sold All | -800 | -100 % | | | | 4.23 % | $-680 | | | | | | News Article | History of American Independence Funds Trust - Fusion Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 305,644 | Added More | 52,344 | 20.66 % | $6,131,219 | $6,391,016 | $259,797 | 4.23 % | $44,492 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 27,755 | Added More | 13,769 | 98.44 % | $556,765 | $580,357 | $23,592 | 4.23 % | $11,704 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 2,939 | Added More | 39 | 1.34 % | $58,956 | $61,454 | $2,498 | 4.23 % | $33 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds - Mainstay Balanced Fund | Mixed-Asset Target Allocation Growth | 40,321 | New Holding | 40,321 | 100 % | $808,839 | $843,112 | $34,273 | 4.23 % | $34,273 | | | | | | News Article | History of Eclipse Funds - Mainstay Balanced Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds Inc - Mainstay 13030 Core Fund | No Data | 36,633 | New Holding | 36,633 | 100 % | $734,858 | $765,996 | $31,138 | 4.23 % | $31,138 | | | | | | News Article | History of Eclipse Funds Inc - Mainstay 13030 Core Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series I - Value Fund | Multi-Cap Value | 17,752 | Sold Some | -4,000 | -18.38 % | $356,105 | $371,194 | $15,089 | 4.23 % | $-3,400 | | | | | | News Article | History of Fidelity Advisor Series I - Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | First American Investment Funds Inc - Mid Cap Growth Opportunities Fund | Mid-Cap Growth | 1,194,793 | New Holding | 1,194,793 | 100 % | $23,967,548 | $24,983,122 | $1,015,574 | 4.23 % | $1,015,574 | | | | | | News Article | History of First American Investment Funds Inc - Mid Cap Growth Opportunities Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | First American Investment Funds Inc - Mid Cap Value Fund | Mid-Cap Value | 332,975 | New Holding | 332,975 | 100 % | $6,679,479 | $6,962,507 | $283,029 | 4.23 % | $283,029 | | | | | | News Article | History of First American Investment Funds Inc - Mid Cap Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | First American Investment Funds Inc - Quantitative Large Cap Core Fund | Large-Cap Core | 3,745 | New Holding | 3,745 | 100 % | $75,125 | $78,308 | $3,183 | 4.23 % | $3,183 | | | | | | News Article | History of First American Investment Funds Inc - Quantitative Large Cap Core Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Large Growth Index Fund | Large-Cap Growth | 36,324 | New Holding | 36,324 | 100 % | $728,659 | $759,535 | $30,875 | 4.23 % | $30,875 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Large Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Mid Growth Index Fund | Mid-Cap Growth | | Sold All | -79,044 | -100 % | | | | 4.23 % | $-67,187 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Mid Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I - Managers Fremont Global Fund | Global Flex Port | 4,800 | New Holding | 4,800 | 100 % | $96,288 | $100,368 | $4,080 | 4.23 % | $4,080 | | | | | | News Article | History of Managers Trust I - Managers Fremont Global Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds - Putnam Research Fund | No Data | | Sold All | -11,900 | -100 % | | | | 4.23 % | $-10,115 | | | | | | News Article | History of Putnam Investment Funds - Putnam Research Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Vista Fundnew - Putnam Vista Fundnew | Mid-Cap Growth | | Sold All | -433,300 | -100 % | | | | 4.23 % | $-368,305 | | | | | | News Article | History of Putnam Vista Fundnew - Putnam Vista Fundnew Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - Emerging Markets Fund | Emerging Markets | 93,800 | New Holding | 93,800 | 100 % | $1,881,628 | $1,961,358 | $79,730 | 4.23 % | $79,730 | | | | | | News Article | History of Russell Investment Co - Emerging Markets Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - International Fund | International Multi-Cap Core | | Sold All | -96,700 | -100 % | | | | 4.23 % | $-82,195 | | | | | | News Article | History of Russell Investment Co - International Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund | No Data | 5,246 | No Change | 0 | 0 % | $105,235 | $109,694 | $4,459 | 4.23 % | $0 | | | | | | News Article | History of Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Alliancebernstein Growth And Income Fund Inc - Alliancebernstein Growth And Income Fund Inc | Multi-Cap Growth | 628,404 | Added More | 289,700 | 85.53 % | $12,656,057 | $13,139,928 | $483,871 | 3.82 % | $223,069 | | | | | | News Article | History of Alliancebernstein Growth And Income Fund Inc - Alliancebernstein Growth And Income Fund Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Fbr Funds - Fbr Small Cap Fund | Small-Cap Growth | 1,592 | New Holding | 1,592 | 100 % | $32,063 | $33,289 | $1,226 | 3.82 % | $1,226 | | | | | | News Article | History of Fbr Funds - Fbr Small Cap Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I - Jpmorgan Intrepid International Fund | Global Flex Port | | Sold All | -173 | -100 % | | | | 3.82 % | $-133 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Intrepid International Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I - Jpmorgan Market Neutral Fund | Specialty & Misc | | Sold All | -49 | -100 % | | | | 3.82 % | $-38 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Market Neutral Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I - Jpmorgan Tax Aware Core Equity Fund | Multi-Cap Core | 93 | Sold Some | -4 | -4.12 % | $1,873 | $1,945 | $72 | 3.82 % | $-3 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Tax Aware Core Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I - Jpmorgan Tax Aware Disciplined Equity Fund | Specialty & Misc | 118 | Added More | 35 | 42.16 % | $2,377 | $2,467 | $91 | 3.82 % | $27 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Tax Aware Disciplined Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Legg Mason Partners Equity Trust - Legg Mason Partners All Cap Fund | Specialty & Misc | | Sold All | -636,466 | -100 % | | | | 3.82 % | $-490,079 | | | | | | News Article | History of Legg Mason Partners Equity Trust - Legg Mason Partners All Cap Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Legg Mason Partners Variable Equity Trust - Legg Mason Partners Variable Mid Cap Core Portfolio | Mid-Cap Core | 70,800 | Sold Some | -4,200 | -5.60 % | $1,425,912 | $1,480,428 | $54,516 | 3.82 % | $-3,234 | | | | | | News Article | History of Legg Mason Partners Variable Equity Trust - Legg Mason Partners Variable Mid Cap Core Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Enhanced Index Growth Fund | Large-Cap Core | 9,660 | New Holding | 9,660 | 100 % | $194,552 | $201,991 | $7,438 | 3.82 % | $7,438 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Enhanced Index Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio | Specialty & Misc | 21,725 | Sold Some | -13,103 | -37.62 % | $437,542 | $454,270 | $16,728 | 3.82 % | $-10,089 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Large Cap Growth Portfolio | Large-Cap Growth | 225,581 | Sold Some | -67,884 | -23.13 % | $4,543,201 | $4,716,899 | $173,697 | 3.82 % | $-52,271 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Large Cap Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Large Cap Portfolio | Large-Cap Core | 14,370 | New Holding | 14,370 | 100 % | $289,412 | $300,477 | $11,065 | 3.82 % | $11,065 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Large Cap Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Financial Services Fund | Specialty & Misc | 64,200 | Added More | 14,200 | 28.40 % | $1,292,988 | $1,342,422 | $49,434 | 3.82 % | $10,934 | | | | | | News Article | History of Schwab Capital Trust - Schwab Financial Services Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Fundamental Us Large Company Index Fund | Large-Cap Core | 31,470 | Added More | 19,000 | 152.36 % | $633,806 | $658,038 | $24,232 | 3.82 % | $14,630 | | | | | | News Article | History of Schwab Capital Trust - Schwab Fundamental Us Large Company Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Large Cap Growth Fund | Large-Cap Growth | 45,000 | New Holding | 45,000 | 100 % | $906,300 | $940,950 | $34,650 | 3.82 % | $34,650 | | | | | | News Article | History of Schwab Capital Trust - Schwab Large Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Financial Bull 3x Shares | No Data | 156,443 | Sold Some | -39,548 | -20.17 % | $3,044,381 | $3,271,223 | $226,842 | 7.45 % | $-57,345 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Financial Bull 3x Shares Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Large Cap Bull 3x Shares | No Data | 5,932 | New Holding | 5,932 | 100 % | $115,437 | $124,038 | $8,601 | 7.45 % | $8,601 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Large Cap Bull 3x Shares Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Mid Cap Bull 3x Shares | No Data | 2,551 | Added More | 933 | 57.66 % | $49,642 | $53,341 | $3,699 | 7.45 % | $1,353 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Mid Cap Bull 3x Shares Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Mfs Government Limited Maturity Fund Ma - Mfs Diversified Target Return Fund | No Data | 21,050 | New Holding | 21,050 | 100 % | $409,633 | $440,156 | $30,523 | 7.45 % | $30,523 | | | | | | News Article | History of Mfs Government Limited Maturity Fund Ma - Mfs Diversified Target Return Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Sunamerica Focused Series Inc - Focused Technology Portfolio | Science & Tech | 42,250 | New Holding | 42,250 | 100 % | $822,185 | $883,448 | $61,263 | 7.45 % | $61,263 | | | | | | News Article | History of Sunamerica Focused Series Inc - Focused Technology Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-25 | 2009-06-30 | 13F-HR/A | Kbc Group Nv | Institution | 32,675 | Added More | 13,190 | 67.69 % | $635,856 | $683,234 | $47,379 | 7.45 % | $19,126 | | | | | | News Article | History of Kbc Group Nv Ownership Of Td Ameritrade Holding Corp |
| 2009-09-24 | 2009-06-30 | 13F-HR/A | Credit Agricole S A | Institution | 20,086 | Sold Some | -5,205 | -20.58 % | $389,267 | $419,998 | $30,732 | 7.89 % | $-7,964 | | | | | | News Article | History of Credit Agricole S A Ownership Of Td Ameritrade Holding Corp |
| 2009-09-15 | 2009-03-31 | 13F-HR/A | Highbridge Capital Management Llc | Institution | 192,469 | Sold Some | -178,595 | -48.13 % | $3,762,769 | $4,024,527 | $261,758 | 6.95 % | $-242,889 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Td Ameritrade Holding Corp |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 13,230,728 | Added More | 4,640,143 | 54.01 % | $259,057,654 | $276,654,522 | $17,596,868 | 6.79 % | $6,171,390 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-09-10 | 2009-06-30 | N-CSRS | Rochdale Investment Trust - Rochdale Atlas Portfolio | Specialty & Misc | 15,000 | No Change | 0 | 0 % | $290,700 | $313,650 | $22,950 | 7.89 % | $0 | | | | | | News Article | History of Rochdale Investment Trust - Rochdale Atlas Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-09 | 2009-06-30 | N-CSRS | Value Line Larger Companies Fund Inc - Value Line Larger Companies Fund Inc | Large-Cap Core | 100,000 | New Holding | 100,000 | 100 % | $1,962,000 | $2,091,000 | $129,000 | 6.57 % | $129,000 | | | | | | News Article | History of Value Line Larger Companies Fund Inc - Value Line Larger Companies Fund Inc Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Constellation Institutional Portfolios - Touchstone Mazama Institutional Growth Fund | No Data | | Sold All | -4,400 | -100 % | | | | 7.56 % | $-6,468 | | | | | | News Article | History of Constellation Institutional Portfolios - Touchstone Mazama Institutional Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio - Active Stock Portfolio | Specialty & Misc | 107,036 | New Holding | 107,036 | 100 % | $2,080,780 | $2,238,123 | $157,343 | 7.56 % | $157,343 | | | | | | News Article | History of Master Investment Portfolio - Active Stock Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 44,230 | New Holding | 44,230 | 100 % | $859,831 | $924,849 | $65,018 | 7.56 % | $65,018 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 13,680 | New Holding | 13,680 | 100 % | $265,939 | $286,049 | $20,110 | 7.56 % | $20,110 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Financial Services Fund | Specialty & Misc | 7,247 | Added More | 2,300 | 46.49 % | $140,882 | $151,535 | $10,653 | 7.56 % | $3,381 | | | | | | News Article | History of Rydex Variable Trust - Financial Services Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Sma Relationship Trust - Series A | Specialty & Misc | 6,500 | Sold Some | -900 | -12.16 % | $126,360 | $135,915 | $9,555 | 7.56 % | $-1,323 | | | | | | News Article | History of Sma Relationship Trust - Series A Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Alpha Opportunities Trust | No Data | 59,100 | New Holding | 59,100 | 100 % | $1,140,039 | $1,235,781 | $95,742 | 8.39 % | $95,742 | | | | | | News Article | History of John Hancock Trust - Alpha Opportunities Trust Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Value Trust | Multi-Cap Value | 339,103 | New Holding | 339,103 | 100 % | $6,541,297 | $7,090,644 | $549,347 | 8.39 % | $549,347 | | | | | | News Article | History of John Hancock Trust - Value Trust Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Vista Trust | Specialty & Misc | 32,400 | New Holding | 32,400 | 100 % | $624,996 | $677,484 | $52,488 | 8.39 % | $52,488 | | | | | | News Article | History of John Hancock Trust - Vista Trust Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast Advanced Strategies Portfolio | Specialty & Misc | | Sold All | -5,800 | -100 % | | | | 8.39 % | $-9,396 | | | | | | News Article | History of Advanced Series Trust - Ast Advanced Strategies Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 6,300 | Added More | 700 | 12.50 % | $121,527 | $131,733 | $10,206 | 8.39 % | $1,134 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | 39,980 | Sold Some | -10,400 | -20.64 % | $771,214 | $835,982 | $64,768 | 8.39 % | $-16,848 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Growth And Income Portfolio | Multi-Cap Growth | 19,200 | No Change | 0 | 0 % | $370,368 | $401,472 | $31,104 | 8.39 % | $0 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Growth And Income Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 168,100 | Sold Some | -135,200 | -44.57 % | $3,242,649 | $3,514,971 | $272,322 | 8.39 % | $-219,024 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 267,436 | Added More | 142,136 | 113.43 % | $5,158,840 | $5,592,087 | $433,246 | 8.39 % | $230,260 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqinternational Growth Portfolio | Multi-Cap Growth | 64,898 | Added More | 6,700 | 11.51 % | $1,251,882 | $1,357,017 | $105,135 | 8.39 % | $10,854 | | | | | | News Article | History of Eq Advisors Trust - Eqinternational Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jp Morgan Mutual Fund Series - Jpmorgan Value Discovery Fund | No Data | 1,530 | Sold Some | -250 | -14.04 % | $29,514 | $31,992 | $2,479 | 8.39 % | $-405 | | | | | | News Article | History of Jp Morgan Mutual Fund Series - Jpmorgan Value Discovery Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Disciplined Equity Fund | Specialty & Misc | | Sold All | -45 | -100 % | | | | 8.39 % | $-73 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Disciplined Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Intrepid International Fund | Global Flex Port | 173 | New Holding | 173 | 100 % | $3,337 | $3,617 | $280 | 8.39 % | $280 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Intrepid International Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Japan Fund | Japanese | 1,034 | Sold Some | -435 | -29.61 % | $19,946 | $21,621 | $1,675 | 8.39 % | $-705 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Japan Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Small Cap Core Fund | Small-Cap Core | 3 | New Holding | 3 | 100 % | $58 | $63 | $5 | 8.39 % | $5 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Small Cap Core Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii - Jpmorgan Core Bond Fund | Multi-Cap Core | 1,037 | New Holding | 1,037 | 100 % | $20,004 | $21,684 | $1,680 | 8.39 % | $1,680 | | | | | | News Article | History of Jpmorgan Trust Ii - Jpmorgan Core Bond Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii - Jpmorgan Intrepid Mid Cap Fund | Mid-Cap Core | 173 | Added More | 17 | 10.89 % | $3,337 | $3,617 | $280 | 8.39 % | $28 | | | | | | News Article | History of Jpmorgan Trust Ii - Jpmorgan Intrepid Mid Cap Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Mma Praxis Mutual Funds - Mma Praxis Growth Index Fund | Large-Cap Growth | 1,431 | No Change | 0 | 0 % | $27,604 | $29,922 | $2,318 | 8.39 % | $0 | | | | | | News Article | History of Mma Praxis Mutual Funds - Mma Praxis Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Prudential Series Fund - Value Portfolio | Multi-Cap Value | | Sold All | -1,009,400 | -100 % | | | | 8.39 % | $-1,635,228 | | | | | | News Article | History of Prudential Series Fund - Value Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Lord Abbett Growth Income Fund | No Data | 102,490 | Added More | 31,430 | 44.23 % | $1,977,032 | $2,143,066 | $166,034 | 8.39 % | $50,917 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Lord Abbett Growth Income Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | | Sold All | -216,000 | -100 % | | | | 8.39 % | $-349,920 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds - Balanced Portfolio | Flexible Portfolio | | Sold All | -83,000 | -100 % | | | | 8.39 % | $-134,460 | | | | | | News Article | History of Vanguard Variable Insurance Funds - Balanced Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds - Small Company Growth Portfolio | Small-Cap Growth | 2,905 | New Holding | 2,905 | 100 % | $56,037 | $60,744 | $4,706 | 8.39 % | $4,706 | | | | | | News Article | History of Vanguard Variable Insurance Funds - Small Company Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Balanced Portfolio | Flexible Portfolio | | Sold All | -34,386 | -100 % | | | | 8.39 % | $-55,705 | | | | | | News Article | History of Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Balanced Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Intrepid Mid Cap Portfolio | Mid-Cap Core | | Sold All | -16,850 | -100 % | | | | 8.39 % | $-27,297 | | | | | | News Article | History of Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Intrepid Mid Cap Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | American Century Quantitative Equity Funds Inc - Utilities Fund | Utility | | Sold All | -7,742 | -100 % | | | | - % | | | | | | | News Article | History of American Century Quantitative Equity Funds Inc - Utilities Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund | Specialty & Misc | 21 | Added More | 1 | 5.00 % | | $439 | | - % | | | | | | | News Article | History of Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Balanced Portfolio | Flexible Portfolio | | Sold All | -42,535 | -100 % | | | | - % | | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Balanced Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Mid Cap Core Portfolio | Mid-Cap Core | | Sold All | -86,706 | -100 % | | | | - % | | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Mid Cap Core Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Managers Amg Funds - Renaissance Large Cap Growth Fund | No Data | 17,937 | No Compare | | | | $375,063 | | - % | | | | | | | News Article | History of Managers Amg Funds - Renaissance Large Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Mid-Cap Value Portfolio | No Data | 469,900 | Added More | 466,300 | 12952.77 % | | $9,825,609 | | - % | | | | | | | News Article | History of Pacific Select Fund - Mid-Cap Value Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pacific Select Fund | Pacific Region | 399,497 | Added More | 115,278 | 40.55 % | | $8,353,482 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pacific Select Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Large-Cap Growth Index Portfolio | No Data | 654 | No Compare | | | | $13,675 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Large-Cap Growth Index Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Equity Portfolio | No Data | 249,196 | No Change | 0 | 0 % | | $5,210,688 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Equity Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Kbw Capital Markets Etf | Specialty & Misc | | Sold All | -157,426 | -100 % | | | | - % | | | | | | | News Article | History of Streettracks Series Trust - Kbw Capital Markets Etf Ownership Of Td Ameritrade Holding Corp |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | | Sold All | -14,057 | -100 % | | | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Td Ameritrade Holding Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust - Batterymarch Growth And Income Portfolio | Multi-Cap Growth | 55,960 | New Holding | 55,960 | 100 % | $1,068,836 | $1,170,124 | $101,288 | 9.47 % | $101,288 | | | | | | News Article | History of Met Investors Series Trust - Batterymarch Growth And Income Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust - Lazard Mid Cap Portfolio | Mid-Cap Core | 339,000 | Added More | 59,000 | 21.07 % | $6,474,900 | $7,088,490 | $613,590 | 9.47 % | $106,790 | | | | | | News Article | History of Met Investors Series Trust - Lazard Mid Cap Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust - Lord Abbett Growth And Income Portfolio | Multi-Cap Growth | 401,900 | Added More | 61,400 | 18.03 % | $7,676,290 | $8,403,729 | $727,439 | 9.47 % | $111,134 | | | | | | News Article | History of Met Investors Series Trust - Lord Abbett Growth And Income Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust - Turner Mid Cap Growth Portfolio | Mid-Cap Growth | 182,800 | New Holding | 182,800 | 100 % | $3,491,480 | $3,822,348 | $330,868 | 9.47 % | $330,868 | | | | | | News Article | History of Met Investors Series Trust - Turner Mid Cap Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-09-02 | 2009-06-30 | N-CSRS | Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 | Specialty & Misc | | Sold All | -230,600 | -100 % | | | | 9.47 % | $-417,386 | | | | | | News Article | History of Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 4,669,160 | Sold Some | -4,397,910 | -48.50 % | $89,227,648 | $97,632,136 | $8,404,488 | 9.41 % | $-7,916,238 | | | | | | News Article | History of Amvescap Plc Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSRS | Cdc Nvest Funds Trust Ii - Vaughan Nelson Value Opportunity Fund | No Data | 1,400 | Added More | 225 | 19.14 % | $26,754 | $29,274 | $2,520 | 9.41 % | $405 | | | | | | News Article | History of Cdc Nvest Funds Trust Ii - Vaughan Nelson Value Opportunity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fidelity International Ltd | Institution | 384,690 | New Holding | 384,690 | 100 % | $7,351,426 | $8,043,868 | $692,442 | 9.41 % | $692,442 | | | | | | News Article | History of Fidelity International Ltd Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 2,774,891 | Sold Some | -363,290 | -11.57 % | $53,028,167 | $58,022,971 | $4,994,804 | 9.41 % | $-653,922 | | | | | | News Article | History of Fmr Corp Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSRS | Ixis Advisor Funds Trust I - Ixis Value Fund | Multi-Cap Value | 1,400 | Added More | 275 | 24.44 % | $26,754 | $29,274 | $2,520 | 9.41 % | $495 | | | | | | News Article | History of Ixis Advisor Funds Trust I - Ixis Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSRS | Mfs Variable Insurance Trust - Mfs Mid Cap Growth Series | Mid-Cap Growth | 58,700 | Sold Some | -4,700 | -7.41 % | $1,121,757 | $1,227,417 | $105,660 | 9.41 % | $-8,460 | | | | | | News Article | History of Mfs Variable Insurance Trust - Mfs Mid Cap Growth Series Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSR | Munder Series Trust - Munder Asset Allocation Fund Balanced | Flexible Portfolio | | Sold All | -3,080 | -100 % | | | | 9.41 % | $-5,544 | | | | | | News Article | History of Munder Series Trust - Munder Asset Allocation Fund Balanced Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSR | Munder Series Trust - Munder Energy Fund | Specialty & Misc | | Sold All | -3,884,270 | -100 % | | | | 9.41 % | $-6,991,686 | | | | | | News Article | History of Munder Series Trust - Munder Energy Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-Q/A | Rydex Series Funds - Financial Services Fund | Financial Services | 8,970 | Sold Some | -4,659 | -34.18 % | $171,417 | $187,563 | $16,146 | 9.41 % | $-8,386 | | | | | | News Article | History of Rydex Series Funds - Financial Services Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-09-01 | 2009-06-30 | N-CSRS | Tiaa Separate Account Va 1 - Stock Index Account | Specialty & Misc | 14,548 | Added More | 1,722 | 13.42 % | $278,012 | $304,199 | $26,186 | 9.41 % | $3,100 | | | | | | News Article | History of Tiaa Separate Account Va 1 - Stock Index Account Ownership Of Td Ameritrade Holding Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Coventry Group - Boston Trust Midcap Fund | No Data | 6,700 | New Holding | 6,700 | 100 % | $128,908 | $140,097 | $11,189 | 8.67 % | $11,189 | | | | | | News Article | History of Coventry Group - Boston Trust Midcap Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 3,297 | Added More | 579 | 21.30 % | $63,434 | $68,940 | $5,506 | 8.67 % | $967 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Diefa Fund | Specialty & Misc | 3,852 | Sold Some | -1,696 | -30.56 % | $74,112 | $80,545 | $6,433 | 8.67 % | $-2,832 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Diefa Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Earnings Top 100 Fund | Specialty & Misc | 5,009 | No Change | 0 | 0 % | $96,373 | $104,738 | $8,365 | 8.67 % | $0 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Earnings Top 100 Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Total Earnings Fund | Specialty & Misc | 1,459 | Added More | 113 | 8.39 % | $28,071 | $30,508 | $2,437 | 8.67 % | $189 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Total Earnings Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSR | Allianz Funds - Ccm Capital Appreciation | Multi-Cap Growth | | Sold All | -780,550 | -100 % | | | | 13.02 % | $-1,881,126 | | | | | | News Article | History of Allianz Funds - Ccm Capital Appreciation Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSR | Allianz Funds - Ccm Focused Growth | Multi-Cap Growth | 137,820 | New Holding | 137,820 | 100 % | $2,549,670 | $2,881,816 | $332,146 | 13.02 % | $332,146 | | | | | | News Article | History of Allianz Funds - Ccm Focused Growth Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Impact Fund Inc - Large Cap Growth Fund | Multi-Cap Growth | | Sold All | -864,600 | -100 % | | | | 13.02 % | $-2,083,686 | | | | | | News Article | History of Calvert Impact Fund Inc - Large Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Social Index Series Inc - Calvert Social Index Fund | Multi-Cap Core | 3,690 | Sold Some | -157 | -4.08 % | $68,265 | $77,158 | $8,893 | 13.02 % | $-378 | | | | | | News Article | History of Calvert Social Index Series Inc - Calvert Social Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Social Investment Fund - Equity Portfolio | Multi-Cap Core | | Sold All | -5,500 | -100 % | | | | 13.02 % | $-13,255 | | | | | | News Article | History of Calvert Social Investment Fund - Equity Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Balanced Vip | Flexible Portfolio | | Sold All | -12,787 | -100 % | | | | 13.02 % | $-30,817 | | | | | | News Article | History of Dws Variable Series Ii - Dws Balanced Vip Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Large Cap Value Vip | Large-Cap Value | | Sold All | -42,657 | -100 % | | | | 13.02 % | $-102,803 | | | | | | News Article | History of Dws Variable Series Ii - Dws Large Cap Value Vip Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Mid Cap Growth Vip | Mid-Cap Growth | 16,600 | Sold Some | -600 | -3.48 % | $307,100 | $347,106 | $40,006 | 13.02 % | $-1,446 | | | | | | News Article | History of Dws Variable Series Ii - Dws Mid Cap Growth Vip Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Turner Mid Cap Growth Vip | Mid-Cap Growth | 25,130 | New Holding | 25,130 | 100 % | $464,905 | $525,468 | $60,563 | 13.02 % | $60,563 | | | | | | News Article | History of Dws Variable Series Ii - Dws Turner Mid Cap Growth Vip Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Evergreen Equity Trust De - Evergreen Growth Fund | Multi-Cap Growth | | Sold All | -23,181 | -100 % | | | | 13.02 % | $-55,866 | | | | | | News Article | History of Evergreen Equity Trust De - Evergreen Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSR | First American Investment Funds Inc - International Fund | International Multi-Cap Core | | Sold All | -6 | -100 % | | | | 13.02 % | $-14 | | | | | | News Article | History of First American Investment Funds Inc - International Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Forum Funds - Absolute Strategies Fund | Equity Mkt Neutral Funds | 19,700 | New Holding | 19,700 | 100 % | $364,450 | $411,927 | $47,477 | 13.02 % | $47,477 | | | | | | News Article | History of Forum Funds - Absolute Strategies Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 1000 Growth Index Fund | Multi-Cap Growth | 534,063 | Added More | 41,617 | 8.45 % | $9,880,166 | $11,167,257 | $1,287,092 | 13.02 % | $100,297 | | | | | | News Article | History of Ishares Trust - Ishares Russell 1000 Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 1000 Index Fund | Specialty & Misc | 128,675 | Added More | 8,105 | 6.72 % | $2,380,488 | $2,690,594 | $310,107 | 13.02 % | $19,533 | | | | | | News Article | History of Ishares Trust - Ishares Russell 1000 Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | 16,413 | Added More | 1 | 0.00 % | $303,641 | $343,196 | $39,555 | 13.02 % | $2 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 73,415 | Added More | 9,593 | 15.03 % | $1,358,178 | $1,535,108 | $176,930 | 13.02 % | $23,119 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Midcap Growth Index Fund | Mid-Cap Growth | 448,796 | Added More | 85,887 | 23.66 % | $8,302,726 | $9,384,324 | $1,081,598 | 13.02 % | $206,988 | | | | | | News Article | History of Ishares Trust - Ishares Russell Midcap Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Midcap Index Fund | Mid-Cap Core | 393,216 | Sold Some | -1,981 | -0.50 % | $7,274,496 | $8,222,147 | $947,651 | 13.02 % | $-4,774 | | | | | | News Article | History of Ishares Trust - Ishares Russell Midcap Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Pacific Life Funds - Pl Comstock Fund | Specialty & Misc | | Sold All | -11,850 | -100 % | | | | 13.02 % | $-28,559 | | | | | | News Article | History of Pacific Life Funds - Pl Comstock Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Pacific Life Funds - Pl Main Street Core Fund | Multi-Cap Core | 12,160 | New Holding | 12,160 | 100 % | $224,960 | $254,266 | $29,306 | 13.02 % | $29,306 | | | | | | News Article | History of Pacific Life Funds - Pl Main Street Core Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Mid-Cap Growth Fund | No Data | 53,100 | No Compare | | | $982,350 | $1,110,321 | $127,971 | 13.02 % | | | | | | | News Article | History of Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Mid-Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSR | Putnam New Opportunities Fund - Putnam New Opportunities Fund | Multi-Cap Growth | | Sold All | -703,300 | -100 % | | | | 13.02 % | $-1,694,953 | | | | | | News Article | History of Putnam New Opportunities Fund - Putnam New Opportunities Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt New Opportunities Fund | Specialty & Misc | | Sold All | -147,900 | -100 % | | | | 13.02 % | $-356,439 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt New Opportunities Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Research Fund | Specialty & Misc | | Sold All | -3,400 | -100 % | | | | 13.02 % | $-8,194 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Research Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Mid Cap Growth Portfolio | Mid-Cap Growth | 5,323 | New Holding | 5,323 | 100 % | $98,476 | $111,304 | $12,828 | 13.02 % | $12,828 | | | | | | News Article | History of Seasons Series Trust - Mid Cap Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Stock Portfolio | Multi-Cap Core | 8,600 | New Holding | 8,600 | 100 % | $159,100 | $179,826 | $20,726 | 13.02 % | $20,726 | | | | | | News Article | History of Seasons Series Trust - Stock Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Sunamerica Equity Funds - New Century | Flexible Portfolio | 30,200 | New Holding | 30,200 | 100 % | $558,700 | $631,482 | $72,782 | 13.02 % | $72,782 | | | | | | News Article | History of Sunamerica Equity Funds - New Century Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS/A | Tiff Investment Program Inc - Tiff Us Equity Fund | Specialty & Misc | | Sold All | -12,400 | -100 % | | | | 13.02 % | $-29,884 | | | | | | News Article | History of Tiff Investment Program Inc - Tiff Us Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Vanguard Montgomery Funds - Vanguard Market Neutral Fund | Specialty & Misc | | Sold All | -5,100 | -100 % | | | | 13.02 % | $-12,291 | | | | | | News Article | History of Vanguard Montgomery Funds - Vanguard Market Neutral Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 537,169 | Sold Some | -6,339 | -1.16 % | $9,937,627 | $11,232,204 | $1,294,577 | 13.02 % | $-15,277 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Td Ameritrade Holding Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund | Small-Cap Core | 2,786 | New Holding | 2,786 | 100 % | $51,541 | $58,255 | $6,714 | 13.02 % | $6,714 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Advisor Funds - Dws Mid Cap Growth Fund | Mid-Cap Growth | 296,500 | Sold Some | -46,100 | -13.45 % | $5,497,110 | $6,199,815 | $702,705 | 12.78 % | $-109,257 | | | | | | News Article | History of Dws Advisor Funds - Dws Mid Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Mfs Sun Life Series Trust - Mfs Blended Research Growth Portfolio | No Data | 125,220 | New Holding | 125,220 | 100 % | $2,321,579 | $2,618,350 | $296,771 | 12.78 % | $296,771 | | | | | | News Article | History of Mfs Sun Life Series Trust - Mfs Blended Research Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Enhanced Large-Cap Growth Index Fund | No Data | 99,416 | Added More | 65,116 | 189.84 % | $1,843,173 | $2,078,789 | $235,616 | 12.78 % | $154,325 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Enhanced Large-Cap Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | | Sold All | -12,372 | -100 % | | | | 12.78 % | $-29,322 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | 21,512 | Sold Some | -7,933 | -26.94 % | $398,832 | $449,816 | $50,983 | 12.78 % | $-18,801 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Van Kampen Life Investment Trust - Van Kampen Life Investment Trust Global Tactical Asset | No Data | 200 | No Compare | | | $3,708 | $4,182 | $474 | 12.78 % | | | | | | | News Article | History of Van Kampen Life Investment Trust - Van Kampen Life Investment Trust Global Tactical Asset Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard 500 Index Fund | S&P 500 Index | | Sold All | -2,602,065 | -100 % | | | | 12.78 % | $-6,166,894 | | | | | | News Article | History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 1,456,496 | New Holding | 1,456,496 | 100 % | $27,003,436 | $30,455,331 | $3,451,896 | 12.78 % | $3,451,896 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 759,955 | Added More | 122,775 | 19.26 % | $14,089,566 | $15,890,659 | $1,801,093 | 12.78 % | $290,977 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 2,428,791 | Added More | 293,560 | 13.74 % | $45,029,785 | $50,786,020 | $5,756,235 | 12.78 % | $695,737 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 91,232 | Sold Some | -12,300 | -11.88 % | $1,691,441 | $1,907,661 | $216,220 | 12.78 % | $-29,151 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 123,701 | Added More | 20,169 | 19.48 % | $2,293,417 | $2,586,588 | $293,171 | 12.78 % | $47,801 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-26 | 2009-06-30 | N-Q | Legg Mason Partners Equity Trust - Legg Mason Partners Financial Services Fund | Specialty & Misc | | Sold All | -110,000 | -100 % | | | | 15.33 % | $-305,800 | | | | | | News Article | History of Legg Mason Partners Equity Trust - Legg Mason Partners Financial Services Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-26 | 2009-06-30 | N-CSRS | Lou Holland Trust - Lou Holland Growth Fund | Multi-Cap Growth | 47,450 | Added More | 1,300 | 2.81 % | $860,269 | $992,180 | $131,911 | 15.33 % | $3,614 | | | | | | News Article | History of Lou Holland Trust - Lou Holland Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-26 | 2009-06-30 | N-Q | Touchstone Strategic Trust - Large Cap Growth Fund | Large-Cap Growth | 1,332,180 | New Holding | 1,332,180 | 100 % | $24,152,423 | $27,855,884 | $3,703,460 | 15.33 % | $3,703,460 | | | | | | News Article | History of Touchstone Strategic Trust - Large Cap Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-26 | 2009-06-30 | N-Q | Vanguard Morgan Growth Fund - Vanguard Morgan Growth Fund | Multi-Cap Growth | | Sold All | -373,600 | -100 % | | | | 15.33 % | $-1,038,608 | | | | | | News Article | History of Vanguard Morgan Growth Fund - Vanguard Morgan Growth Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-26 | 2009-06-30 | N-Q | Vanguard Quantitative Funds - Vanguard Structured Broad Market | Multi-Cap Core | 70,016 | New Holding | 70,016 | 100 % | $1,269,390 | $1,464,035 | $194,644 | 15.33 % | $194,644 | | | | | | News Article | History of Vanguard Quantitative Funds - Vanguard Structured Broad Market Ownership Of Td Ameritrade Holding Corp |
| 2009-08-25 | 2009-06-30 | N-Q | Mfs Series Trust Xi - Mfs Mid Cap Value Fund | Mid-Cap Value | 357,223 | New Holding | 357,223 | 100 % | $6,612,198 | $7,469,533 | $857,335 | 12.96 % | $857,335 | | | | | | News Article | History of Mfs Series Trust Xi - Mfs Mid Cap Value Fund Ownership Of Td Ameritrade Holding Corp |
| 2009-08-25 | 2009-06-30 | 13F-HR | Ten Asset Management | Institution | 198,340 | Sold Some | -22,600 | -10.22 % | $3,671,273 | $4,147,289 | $476,016 | 12.96 % | $-54,240 | | | | | | News Article | History of Ten Asset Management Ownership Of Td Ameritrade Holding Corp |
| 2009-08-24 | 2009-06-30 | N-CSRS | Alliancebernstein Variable Products Series Fund Inc - Alliancebernstein Growth Portfolio | Multi-Cap Growth | 94,600 | New Holding | 94,600 | 100 % | $1,739,694 | $1,978,086 | $238,392 | 13.70 % | $238,392 | | | | | | News Article | History of Alliancebernstein Variable Products Series Fund Inc - Alliancebernstein Growth Portfolio Ownership Of Td Ameritrade Holding Corp |
| 2009-08-24 | 2009-06-30 | 13F-HR/A | Bank Of Oklahoma National Association | No Data | 21,420 | No Compare | | | $393,914 | $447,892 | $53,978 | 13.70 % | | | | | | | News Article | History of Bank Of Oklahoma National Association Ownership Of Td Ameritrade Holding Corp |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 164,300 | New Holding | 164,300 | 100 % | $3,021,477 | $3,435,513 | $414,036 | 13.70 % | $414,036 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Td Ameritrade Holding Corp |
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