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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
205+ 4.96% |
$11K - $25.9K
|
4.34K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
205+ 5.13% |
$11K - $25.9K
|
4.2K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200+ 83.33% |
$10.7K - $25.3K
|
440
$24.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
200New |
$10.7K - $25.3K
|
200
$11.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$10.7K - $25.3K
|
200
$11.1K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
190New |
$10.2K - $24.1K
|
190
$10.5K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
190+ 2.16% |
$10.2K - $24.1K
|
8.99K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 250.0% |
$9.91K - $23.4K
|
259
$14.4K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
179+ 120.95% |
$9.59K - $22.7K
|
327
$18.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
171+ 156.88% |
$9.16K - $21.6K
|
280
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
162+ 20.17% |
$8.68K - $20.5K
|
965
$53.6K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
156+ 1.42% |
$8.36K - $19.7K
|
11.2K
$620K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 32.22% |
$8.31K - $19.6K
|
636
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
150New |
$8.04K - $19K
|
150
$8.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
144+ 1.49% |
$7.72K - $18.2K
|
9.83K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
142+ 2.84% |
$7.61K - $18K
|
5.15K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
138+ 2.36% |
$7.4K - $17.5K
|
5.99K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
132+ 15.14% |
$7.07K - $16.7K
|
1K
$55.7K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
126+ 2.96% |
$6.75K - $15.9K
|
4.38K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
118+ 1.72% |
$6.32K - $14.9K
|
6.99K
$388K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
116+ 1450.0% |
$6.22K - $14.7K
|
124
$6.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
104+ 0.5% |
$5.57K - $13.2K
|
20.9K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
102+ 12.01% |
$5.47K - $12.9K
|
951
$52.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
100New |
$5.36K - $12.7K
|
100
$5.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100+ 4.79% |
$5.36K - $12.7K
|
2.19K
$121K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
98New |
$5.25K - $12.4K
|
98
$5.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
96+ 2.7% |
$5.14K - $12.2K
|
3.66K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
92+ 0.87% |
$4.93K - $11.6K
|
10.7K
$594K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 2.27% |
$4.72K - $11.1K
|
3.97K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76+ 281.48% |
$4.07K - $9.62K
|
103
$5.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
75New |
$4.02K - $9.49K
|
75
$4.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
75+ 0.36% |
$4.02K - $9.49K
|
20.9K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
60+ 10.0% |
$3.22K - $7.59K
|
660
$36.6K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
59+ 5900.0% |
$3.16K - $7.47K
|
60
$3.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
50+ 73.53% |
$2.68K - $6.33K
|
118
$6.55K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.2% |
$2.68K - $6.33K
|
4.23K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.3% |
$2.63K - $6.2K
|
16.3K
$904K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
49+ 0.58% |
$2.63K - $6.2K
|
8.43K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
40+ 2.34% |
$2.14K - $5.06K
|
1.75K
$97.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 6.92% |
$1.66K - $3.92K
|
479
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
30New |
$1.61K - $3.8K
|
30
$1.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 3.19% |
$1.39K - $3.29K
|
841
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.34K - $3.16K
|
25
$1.39K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24New |
$1.29K - $3.04K
|
24
$1.33K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.23K - $2.91K
|
23
$1.28K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$1.07K - $2.53K
|
20
$1.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
20New |
$1.07K - $2.53K
|
20
$1.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18New |
$965 - $2.28K
|
18
$999
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17New |
$911 - $2.15K
|
17
$944
|