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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.64KNew |
$155K - $207K
|
2.64K
$200K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
70New |
$4.1K - $5.48K
|
70
$5.29K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.2KNew |
$2.89M - $3.85M
|
49.2K
$3.72M
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
19.3K+ 140.0% |
$1.13M - $1.51M
|
33K
$2.5M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.63KNew |
$213K - $284K
|
3.63K
$274K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-58.9K- 91.05% |
$3.45M - $4.61M
|
5.79K
$438K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
8.73KNew |
$512K - $683K
|
8.73K
$660K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.02KNew |
$60K - $80K
|
1.02K
$77.4K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 4.41% |
$352 - $470
|
130
$9.83K
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
856+ 19.27% |
$50.2K - $67K
|
5.3K
$401K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 1.96% |
$645 - $861
|
550
$41.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
98New |
$5.75K - $7.67K
|
98
$7.41K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$5.86K - $7.83K
|
100
$7.56K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15New |
$880 - $1.17K
|
15
$1.13K
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
CALL |
-25K- 90.91% |
$1.47M - $1.96M
|
2.5K
$189K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-441- 11.24% |
$25.9K - $34.5K
|
3.48K
$263K
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 4.35% |
$42.3 - $66.3
|
24
$1.82K
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-4.9K- 41.88% |
$207K - $325K
|
6.8K
$514K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
35K+ 1862.55% |
$1.48M - $2.32M
|
36.8K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4KNew |
$169K - $265K
|
4K
$303K
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-10.4K- 6.57% |
$439K - $688K
|
147K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
3.34KNew |
$141K - $221K
|
3.34K
$252K
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-676KClosed |
$28.6M - $44.8M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.25KNew |
$95.1K - $149K
|
2.25K
$170K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
817+ 10.12% |
$34.6K - $54.2K
|
8.89K
$672K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
195New |
$8.25K - $12.9K
|
195
$14.7K
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.85K- 40.94% |
$163K - $255K
|
5.56K
$420K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7New |
$296 - $464
|
7
$529
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.25KNew |
$52.9K - $82.9K
|
1.25K
$94.5K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
4.48KNew |
$189K - $297K
|
4.48K
$339K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 20.0% |
$84.6 - $133
|
12
$908
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-425- 3.29% |
$18K - $28.2K
|
12.5K
$946K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-500- 71.43% |
$21.1K - $33.2K
|
200
$15.1K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-467- 82.36% |
$19.7K - $31K
|
100
$7.56K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
78New |
$3.3K - $5.17K
|
78
$5.9K
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
4KNew |
$169K - $265K
|
4K
$303K
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
4.7KNew |
$199K - $312K
|
4.7K
$356K
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
43.1K+ 152.37% |
$1.82M - $2.85M
|
71.3K
$5.39M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 2.02% |
$381 - $597
|
455
$34.4K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 216.67% |
$550 - $862
|
19
$1.44K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
75New |
$3.17K - $4.97K
|
75
$5.67K
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.37KNew |
$185K - $289K
|
4.37K
$330K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
485New |
$20.5K - $32.2K
|
485
$36.7K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$2.2K - $3.45K
|
52
$3.93K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.58K- 75.66% |
$66.9K - $105K
|
509
$38.5K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
370New |
$15.6K - $24.5K
|
370
$28K
|
|
Q4 2022 | |||||||
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-50- 28.74% |
$1.99K - $3.18K
|
124
$9.38K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
160New |
$6.38K - $10.2K
|
160
$12.1K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
48New |
$1.91K - $3.06K
|
48
$3.63K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
248New |
$9.89K - $15.8K
|
248
$18.8K
|