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 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15New |
$880 - $1.17K
|
15
$2.03K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 13.0% |
$762 - $1.02K
|
113
$15.3K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $1.02K
|
5.96K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1.69% |
$704 - $939
|
724
$97.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 12.0% |
$704 - $939
|
112
$15.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$704 - $939
|
12
$1.62K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 5.53% |
$704 - $939
|
229
$30.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 5.53% |
$704 - $939
|
229
$30.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 3.33% |
$586 - $783
|
310
$41.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10+ 0.07% |
$586 - $783
|
15.2K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 4.92% |
$528 - $704
|
192
$25.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.3% |
$469 - $626
|
2.71K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 1.67% |
$352 - $470
|
366
$49.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6+ 0.09% |
$352 - $470
|
7.04K
$950K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.14% |
$293 - $391
|
3.5K
$472K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.27% |
$293 - $391
|
1.88K
$253K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 5.06% |
$235 - $313
|
83
$11.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.03% |
$235 - $313
|
15.3K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.11% |
$176 - $235
|
2.78K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$117 - $157
|
4
$540
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.62% |
$117 - $157
|
323
$43.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.39% |
$58.6 - $78.3
|
259
$35K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$58.6 - $78.3
|
124
$16.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.55% |
$58.6 - $78.3
|
23
$3.11K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.4% |
$58.6 - $78.3
|
250
$33.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 6.56% |
$235 - $313
|
57
$7.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 4.41% |
$352 - $470
|
130
$17.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-10- 0.25% |
$586 - $783
|
3.93K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-10- 0.18% |
$586 - $783
|
5.65K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10- 0.03% |
$586 - $783
|
38.1K
$5.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$586 - $783
|
4.6K
$621K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 1.96% |
$645 - $861
|
550
$74.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 0.12% |
$1.11K - $1.49K
|
15.8K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 1.18% |
$1.17K - $1.57K
|
1.68K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.28% |
$1.17K - $1.57K
|
7.23K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21- 16.54% |
$1.23K - $1.64K
|
106
$14.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-25- 0.28% |
$1.47K - $1.96K
|
8.97K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25- 0.56% |
$1.47K - $1.96K
|
4.44K
$600K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25- 0.52% |
$1.47K - $1.96K
|
4.77K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-27- 0.07% |
$1.58K - $2.11K
|
40.9K
$5.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-31- 3.64% |
$1.82K - $2.43K
|
821
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33- 0.61% |
$1.94K - $2.58K
|
5.37K
$725K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 0.69% |
$2.05K - $2.74K
|
5K
$675K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-45- 0.33% |
$2.64K - $3.52K
|
13.5K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.49% |
$2.93K - $3.91K
|
10.2K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 2.82% |
$2.93K - $3.91K
|
1.73K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52- 1.37% |
$3.05K - $4.07K
|
3.74K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-53- 1.63% |
$3.11K - $4.15K
|
3.19K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-57- 1.23% |
$3.34K - $4.46K
|
4.57K
$617K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-58- 4.54% |
$3.4K - $4.54K
|
1.22K
$165K
|