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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
110New |
$6.45K - $8.61K
|
110
$14.9K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
104New |
$6.1K - $8.14K
|
104
$14K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$5.86K - $7.83K
|
100
$13.5K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
98New |
$5.75K - $7.67K
|
98
$13.2K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96+ 0.25% |
$5.63K - $7.51K
|
39.3K
$5.3M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
94New |
$5.51K - $7.36K
|
94
$12.7K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
91+ 0.8% |
$5.34K - $7.12K
|
11.5K
$1.55M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90New |
$5.28K - $7.04K
|
90
$12.2K
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
90+ 0.05% |
$5.28K - $7.04K
|
195K
$26.3M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
85+ 2.14% |
$4.98K - $6.65K
|
4.06K
$548K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
80New |
$4.69K - $6.26K
|
80
$10.8K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
77New |
$4.52K - $6.03K
|
77
$10.4K
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
75+ 37.5% |
$4.4K - $5.87K
|
275
$37.1K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 1.96% |
$4.22K - $5.63K
|
3.75K
$506K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
70New |
$4.1K - $5.48K
|
70
$9.45K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
68+ 0.05% |
$3.99K - $5.32K
|
138K
$18.7M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
66+ 5.65% |
$3.87K - $5.16K
|
1.24K
$167K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 2.85% |
$3.87K - $5.16K
|
2.38K
$322K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.81K - $5.09K
|
65
$8.78K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
63+ 42.57% |
$3.69K - $4.93K
|
211
$28.5K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
54+ 0.8% |
$3.17K - $4.23K
|
6.82K
$921K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
50+ 1.41% |
$2.93K - $3.91K
|
3.59K
$485K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 11.63% |
$2.93K - $3.91K
|
480
$64.8K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$2.93K - $3.91K
|
50
$6.75K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
47+ 0.24% |
$2.76K - $3.68K
|
19.7K
$2.66M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 23.37% |
$2.52K - $3.36K
|
227
$30.6K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40New |
$2.35K - $3.13K
|
40
$5.4K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 66.67% |
$2.35K - $3.13K
|
100
$13.5K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40New |
$2.35K - $3.13K
|
40
$5.4K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
38+ 0.82% |
$2.23K - $2.97K
|
4.68K
$632K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 17.35% |
$1.99K - $2.66K
|
230
$31.1K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
31New |
$1.82K - $2.43K
|
31
$4.19K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
30+ 0.48% |
$1.76K - $2.35K
|
6.25K
$844K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28+ 11.2% |
$1.64K - $2.19K
|
278
$37.5K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
28+ 0.55% |
$1.64K - $2.19K
|
5.14K
$694K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26+ 0.25% |
$1.52K - $2.03K
|
10.3K
$1.38M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 20.0% |
$1.47K - $1.96K
|
150
$20.3K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$1.47K - $1.96K
|
22.1K
$2.98M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25New |
$1.47K - $1.96K
|
25
$3.38K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 1.29% |
$1.41K - $1.88K
|
1.89K
$255K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
23New |
$1.35K - $1.8K
|
23
$3.11K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21+ 0.2% |
$1.23K - $1.64K
|
10.7K
$1.44M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$1.17K - $1.57K
|
20
$2.7K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 33.9% |
$1.17K - $1.57K
|
79
$10.7K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$1.11K - $1.49K
|
19
$2.57K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.52% |
$1.06K - $1.41K
|
3.48K
$470K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
18+ 3.67% |
$1.06K - $1.41K
|
508
$68.6K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17New |
$997 - $1.33K
|
17
$2.3K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$938 - $1.25K
|
5.4K
$729K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$938 - $1.25K
|
5.4K
$729K
|