Latest Institutional Transactions on Trade Desk, Inc. (TTD)
This table provides information on the latest institutional transactions involving Trade Desk, Inc. (TTD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
94+ 4.17% |
$10.2K - $13.1K
|
2.35K
$178K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-226- 1.1% |
$24.6K - $31.5K
|
20.4K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
65New |
$7.07K - $9.07K
|
65
$4.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$217K - $279K
|
2K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
400New |
$43.5K - $55.8K
|
400
$30.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.22% |
$1.85K - $2.37K
|
7.68K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-300- 5.31% |
$32.6K - $41.9K
|
5.35K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.25K+ 11.3% |
$136K - $174K
|
12.3K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.7KNew |
$619K - $795K
|
5.7K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-230- 8.32% |
$25K - $32.1K
|
2.53K
$192K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
107K+ 3401.46% |
$11.7M - $15M
|
111K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4- 0.18% |
$435 - $558
|
2.16K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
854+ 39.19% |
$92.8K - $119K
|
3.03K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13+ 0.47% |
$1.41K - $1.81K
|
2.75K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-100- 5.45% |
$10.9K - $14K
|
1.74K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
181+ 8.75% |
$19.7K - $25.3K
|
2.25K
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
760New |
$82.6K - $106K
|
760
$57.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.46KNew |
$376K - $482K
|
3.46K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-529- 17.19% |
$57.5K - $73.8K
|
2.55K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
310New |
$33.7K - $43.2K
|
310
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.05KNew |
$223K - $286K
|
2.05K
$155K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
375+ 17.51% |
$40.8K - $52.3K
|
2.52K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-17- 0.83% |
$1.85K - $2.37K
|
2.03K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.72KNew |
$187K - $240K
|
1.72K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25New |
$2.72K - $3.49K
|
25
$1.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 3.79% |
$12.6K - $16.2K
|
2.95K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.03KNew |
$438K - $562K
|
4.03K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-378- 17.61% |
$41.1K - $52.7K
|
1.77K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
CALL |
500New |
$54.4K - $69.8K
|
500
$37.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 13.89% |
$544 - $698
|
31
$2.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$870 - $1.12K
|
4.17K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.67K- 4.23% |
$290K - $372K
|
60.4K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.06K- 36.58% |
$115K - $148K
|
1.84K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 9.94% |
$171K - $219K
|
14.2K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
85.2K+ 271.34% |
$9.26M - $11.9M
|
117K
$8.82M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
20New |
$2.17K - $2.79K
|
20
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
536New |
$58.3K - $74.8K
|
536
$40.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
301New |
$32.7K - $42K
|
301
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.36K+ 51.59% |
$148K - $190K
|
4.01K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
143+ 2.2% |
$15.5K - $19.9K
|
6.64K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.06KNew |
$332K - $426K
|
3.06K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.19KNew |
$455K - $584K
|
4.19K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.06KNew |
$224K - $287K
|
2.06K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-360- 35.93% |
$39.1K - $50.2K
|
642
$48.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.53KNew |
$384K - $492K
|
3.53K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
10.9K+ 214.86% |
$1.18M - $1.52M
|
15.9K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56K+ 428.22% |
$170K - $218K
|
1.93K
$146K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
26+ 1.36% |
$2.83K - $3.63K
|
1.94K
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-380- 14.34% |
$41.3K - $53K
|
2.27K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
200+ 1.98% |
$21.7K - $27.9K
|
10.3K
$781K
|