Purchases and Sales Made in Q2 2023 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.63KNew |
$213K - $284K
|
3.63K
$489K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.62KNew |
$212K - $283K
|
3.62K
$489K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.61K+ 103.44% |
$212K - $283K
|
7.11K
$959K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.56K+ 323.95% |
$209K - $278K
|
4.66K
$629K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
3.45KNew |
$202K - $270K
|
3.45K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.38KNew |
$198K - $264K
|
3.38K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.38K+ 173.31% |
$198K - $264K
|
5.32K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.31K+ 9.11% |
$194K - $259K
|
39.6K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.25K+ 10.55% |
$191K - $255K
|
34.1K
$4.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.23K+ 47.45% |
$189K - $253K
|
10K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.2KNew |
$188K - $250K
|
3.2K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2KNew |
$188K - $250K
|
3.2K
$432K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.18KNew |
$187K - $249K
|
3.18K
$430K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.18KNew |
$186K - $249K
|
3.18K
$429K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.17K+ 69.71% |
$186K - $248K
|
7.71K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.15KNew |
$185K - $246K
|
3.15K
$425K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.14KNew |
$184K - $246K
|
3.14K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.12KNew |
$183K - $244K
|
3.12K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$177K - $237K
|
3.02K
$408K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.02KNew |
$177K - $236K
|
3.02K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
3.01K+ 33.29% |
$177K - $236K
|
12.1K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3KNew |
$176K - $235K
|
3K
$405K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
3KNew |
$176K - $235K
|
3K
$405K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3KNew |
$176K - $235K
|
3K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.99KNew |
$175K - $234K
|
2.99K
$404K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.96KNew |
$174K - $232K
|
2.96K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.93KNew |
$172K - $229K
|
2.93K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
2.9KNew |
$170K - $227K
|
2.9K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.88KNew |
$169K - $225K
|
2.88K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.85KNew |
$167K - $223K
|
2.85K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.83KNew |
$166K - $221K
|
2.83K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$165K - $220K
|
2.81K
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$164K - $219K
|
2.8K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.7KNew |
$158K - $211K
|
2.7K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.7KNew |
$158K - $211K
|
2.7K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
2.69KNew |
$158K - $210K
|
2.69K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.68KNew |
$157K - $210K
|
2.68K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.66K+ 9.63% |
$156K - $208K
|
30.3K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.64KNew |
$155K - $207K
|
2.64K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2.62KNew |
$153K - $205K
|
2.62K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.55K+ 12.12% |
$149K - $199K
|
23.5K
$3.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.46KNew |
$144K - $193K
|
2.46K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 20.75% |
$138K - $184K
|
13.7K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.31K+ 2.12% |
$135K - $181K
|
111K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.28K+ 0.23% |
$134K - $178K
|
1.01M
$136M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.24K+ 3.74% |
$131K - $175K
|
62.1K
$8.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1K+ 28.2% |
$123K - $164K
|
9.56K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.07K+ 2.74% |
$121K - $162K
|
77.4K
$10.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2K+ 95.56% |
$117K - $157K
|
4.09K
$553K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.99K+ 0.39% |
$117K - $156K
|
509K
$68.7M
|