Purchases and Sales Made in Q1 2025 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q1 2025. The information is specifically focused on institutions that hold shares of Trade Desk, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
118+ 1.72% |
$6.32K - $14.9K
|
6.99K
$372K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
116+ 1450.0% |
$6.22K - $14.7K
|
124
$6.61K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
113+ 37.79% |
$6.06K - $14.3K
|
412
$21.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
104+ 0.5% |
$5.57K - $13.2K
|
20.9K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
102+ 12.01% |
$5.47K - $12.9K
|
951
$50.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100+ 4.79% |
$5.36K - $12.7K
|
2.19K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.33K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.33K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
98+ 9.86% |
$5.25K - $12.4K
|
1.09K
$58.2K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
98New |
$5.25K - $12.4K
|
98
$5.22K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
98+ 5.48% |
$5.25K - $12.4K
|
1.89K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
96+ 2.7% |
$5.14K - $12.2K
|
3.66K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
92+ 0.87% |
$4.93K - $11.6K
|
10.7K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 2.27% |
$4.72K - $11.1K
|
3.97K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76+ 281.48% |
$4.07K - $9.62K
|
103
$5.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
75+ 0.36% |
$4.02K - $9.49K
|
20.9K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
75New |
$4.02K - $9.49K
|
75
$4K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
75New |
$4.02K - $9.49K
|
75
$4K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
74+ 56.92% |
$3.97K - $9.37K
|
204
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
72+ 0.1% |
$3.86K - $9.11K
|
75.6K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
66+ 0.1% |
$3.54K - $8.35K
|
64.8K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61+ 1.27% |
$3.27K - $7.72K
|
4.87K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
60+ 10.0% |
$3.22K - $7.59K
|
660
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
60New |
$3.22K - $7.59K
|
60
$3.2K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
59+ 5900.0% |
$3.16K - $7.47K
|
60
$3.2K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
50New |
$2.68K - $6.33K
|
50
$2.66K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
50+ 1.04% |
$2.68K - $6.33K
|
4.86K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
50+ 73.53% |
$2.68K - $6.33K
|
118
$6.29K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.2% |
$2.68K - $6.33K
|
4.23K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.3% |
$2.63K - $6.2K
|
16.3K
$867K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
49+ 0.58% |
$2.63K - $6.2K
|
8.43K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
40+ 2.34% |
$2.14K - $5.06K
|
1.75K
$93.2K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
40+ 0.67% |
$2.14K - $5.06K
|
6.04K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 6.92% |
$1.66K - $3.92K
|
479
$25.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
30New |
$1.61K - $3.8K
|
30
$1.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 3.19% |
$1.39K - $3.29K
|
841
$44.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.34K - $3.16K
|
25
$1.33K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.29K - $3.04K
|
24
$1.28K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.23K - $2.91K
|
23
$1.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
20New |
$1.07K - $2.53K
|
20
$1.07K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$1.07K - $2.53K
|
20
$1.07K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18New |
$965 - $2.28K
|
18
$959
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17New |
$911 - $2.15K
|
17
$906
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17New |
$911 - $2.15K
|
17
$906
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16New |
$857 - $2.03K
|
16
$852
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
16+ 17.78% |
$857 - $2.03K
|
106
$5.65K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 12.93% |
$804 - $1.9K
|
131
$6.98K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.35% |
$697 - $1.65K
|
3.73K
$199K
|