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 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17New |
$911 - $2.15K
|
17
$944
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16New |
$857 - $2.03K
|
16
$888
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 12.93% |
$804 - $1.9K
|
131
$7.27K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.35% |
$697 - $1.65K
|
3.73K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.56% |
$482 - $1.14K
|
586
$32.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 40.0% |
$429 - $1.01K
|
28
$1.55K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8New |
$429 - $1.01K
|
8
$444
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
7New |
$375 - $886
|
7
$389
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6+ 1.72% |
$322 - $759
|
354
$19.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 4.55% |
$322 - $759
|
138
$7.66K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$268 - $633
|
8
$444
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5New |
$268 - $633
|
5
$278
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4+ 0.01% |
$214 - $506
|
55.2K
$3.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$161 - $380
|
3
$167
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3+ 3.66% |
$161 - $380
|
85
$4.72K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$107 - $253
|
2
$111
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$107 - $253
|
2
$111
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1- 0.01% |
$53.6 - $127
|
8.9K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.05% |
$53.6 - $127
|
1.89K
$105K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1- 0.33% |
$53.6 - $127
|
300
$16.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 9.09% |
$53.6 - $127
|
10
$555
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5- 0.06% |
$268 - $633
|
7.83K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 26.32% |
$268 - $633
|
14
$777
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-8- 22.86% |
$429 - $1.01K
|
27
$1.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-10- 3.15% |
$536 - $1.27K
|
307
$17K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 47.62% |
$536 - $1.27K
|
11
$611
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-13- 0.02% |
$697 - $1.65K
|
80.7K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-15- 8.62% |
$804 - $1.9K
|
159
$8.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 8.97% |
$1.07K - $2.53K
|
203
$11.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 1.02% |
$1.18K - $2.78K
|
2.13K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 9.23% |
$1.34K - $3.16K
|
246
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25- 0.79% |
$1.34K - $3.16K
|
3.13K
$174K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 0.44% |
$1.39K - $3.29K
|
5.95K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-36- 0.83% |
$1.93K - $4.56K
|
4.32K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 15.74% |
$1.98K - $4.68K
|
198
$11K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-41- 30.37% |
$2.2K - $5.19K
|
94
$5.22K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 2.41% |
$2.25K - $5.32K
|
1.7K
$94.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-43- 57.33% |
$2.3K - $5.44K
|
32
$1.78K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-43- 0.11% |
$2.3K - $5.44K
|
38.7K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-46- 8.86% |
$2.47K - $5.82K
|
473
$26.3K
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-52- 0.89% |
$2.79K - $6.58K
|
5.8K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60- 0.17% |
$3.22K - $7.59K
|
35.6K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-60- 41.1% |
$3.22K - $7.59K
|
86
$4.77K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 23.88% |
$3.7K - $8.73K
|
220
$12.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-74- 5.55% |
$3.97K - $9.37K
|
1.26K
$69.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-76- 73.79% |
$4.07K - $9.62K
|
27
$1.5K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-80- 29.3% |
$4.29K - $10.1K
|
193
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-85- 37.78% |
$4.56K - $10.8K
|
140
$7.77K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 1.42% |
$4.56K - $10.8K
|
5.91K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-88- 1.04% |
$4.72K - $11.1K
|
8.41K
$467K
|