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 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
983+ 33.92% |
$52.7K - $124K
|
3.88K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
975+ 10.64% |
$52.3K - $123K
|
10.1K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
971+ 19.93% |
$52K - $123K
|
5.84K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
946+ 17.85% |
$50.7K - $120K
|
6.25K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
928+ 1.68% |
$49.7K - $117K
|
56.1K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
866+ 2.73% |
$46.4K - $110K
|
32.6K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
864+ 82.29% |
$46.3K - $109K
|
1.91K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
858+ 110.85% |
$46K - $109K
|
1.63K
$90.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
851+ 4.39% |
$45.6K - $108K
|
20.2K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
837+ 22.23% |
$44.9K - $106K
|
4.6K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
830New |
$44.5K - $105K
|
830
$46.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
829+ 11.81% |
$44.4K - $105K
|
7.85K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
807+ 32.34% |
$43.2K - $102K
|
3.3K
$183K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
778New |
$41.7K - $98.5K
|
778
$43.2K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
710+ 20.59% |
$38K - $89.9K
|
4.16K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
700+ 17.5% |
$37.5K - $88.6K
|
4.7K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
692+ 8.9% |
$37.1K - $87.6K
|
8.47K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
688+ 7.01% |
$36.9K - $87.1K
|
10.5K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
680+ 2.41% |
$36.4K - $86.1K
|
28.9K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
667+ 11.67% |
$35.7K - $84.4K
|
6.38K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
664+ 17.56% |
$35.6K - $84K
|
4.45K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
656+ 7.45% |
$35.2K - $83K
|
9.46K
$525K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
583+ 61.37% |
$31.2K - $73.8K
|
1.53K
$85.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
571New |
$30.6K - $72.3K
|
571
$31.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
561+ 6.46% |
$30.1K - $71K
|
9.25K
$513K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
525+ 5.56% |
$28.1K - $66.5K
|
9.96K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
507New |
$27.2K - $64.2K
|
507
$28.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
495+ 11.13% |
$26.5K - $62.7K
|
4.94K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
471+ 3.59% |
$25.2K - $59.6K
|
13.6K
$754K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
466+ 8.93% |
$25K - $59K
|
5.68K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
452+ 3.22% |
$24.2K - $57.2K
|
14.5K
$805K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
447New |
$24K - $56.6K
|
447
$24.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
429+ 143.48% |
$23K - $54.3K
|
728
$40.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
425New |
$22.8K - $53.8K
|
425
$23.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
411+ 3.67% |
$22K - $52K
|
11.6K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
402+ 1005.0% |
$21.5K - $50.9K
|
442
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
398+ 2653.33% |
$21.3K - $50.4K
|
413
$22.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
397+ 5671.43% |
$21.3K - $50.3K
|
404
$22.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
370+ 5.06% |
$19.8K - $46.8K
|
7.68K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
355+ 7.07% |
$19K - $44.9K
|
5.37K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
350+ 87.5% |
$18.8K - $44.3K
|
750
$41.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
319+ 3.96% |
$17.1K - $40.4K
|
8.38K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
318+ 7.01% |
$17K - $40.3K
|
4.85K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.91% |
$16.1K - $38K
|
33.1K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
297+ 7.56% |
$15.9K - $37.6K
|
4.22K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
285+ 3.95% |
$15.3K - $36.1K
|
7.49K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
275+ 2.32% |
$14.7K - $34.8K
|
12.1K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
262+ 4.89% |
$14K - $33.2K
|
5.62K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
234New |
$12.5K - $29.6K
|
234
$13K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
212+ 1.91% |
$11.4K - $26.8K
|
11.3K
$629K
|