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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$938 - $1.25K
|
5.4K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$938 - $1.25K
|
5.4K
$295K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15New |
$880 - $1.17K
|
15
$821
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $1.02K
|
5.96K
$326K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 13.0% |
$762 - $1.02K
|
113
$6.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1.69% |
$704 - $939
|
724
$39.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$704 - $939
|
12
$657
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 5.53% |
$704 - $939
|
229
$12.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 5.53% |
$704 - $939
|
229
$12.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 12.0% |
$704 - $939
|
112
$6.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10+ 0.07% |
$586 - $783
|
15.2K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 3.33% |
$586 - $783
|
310
$17K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 4.92% |
$528 - $704
|
192
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.3% |
$469 - $626
|
2.71K
$148K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6+ 0.09% |
$352 - $470
|
7.04K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 1.67% |
$352 - $470
|
366
$20K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.27% |
$293 - $391
|
1.88K
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.14% |
$293 - $391
|
3.5K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.03% |
$235 - $313
|
15.3K
$839K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 5.06% |
$235 - $313
|
83
$4.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.11% |
$176 - $235
|
2.78K
$152K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.62% |
$117 - $157
|
323
$17.7K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$117 - $157
|
4
$219
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$58.6 - $78.3
|
124
$6.79K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.39% |
$58.6 - $78.3
|
259
$14.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.55% |
$58.6 - $78.3
|
23
$1.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.4% |
$58.6 - $78.3
|
250
$13.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 6.56% |
$235 - $313
|
57
$3.12K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 4.41% |
$352 - $470
|
130
$7.11K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-10- 0.25% |
$586 - $783
|
3.93K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-10- 0.18% |
$586 - $783
|
5.65K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10- 0.03% |
$586 - $783
|
38.1K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$586 - $783
|
4.6K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 1.96% |
$645 - $861
|
550
$30.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 0.12% |
$1.11K - $1.49K
|
15.8K
$865K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.28% |
$1.17K - $1.57K
|
7.23K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 1.18% |
$1.17K - $1.57K
|
1.68K
$91.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21- 16.54% |
$1.23K - $1.64K
|
106
$5.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25- 0.56% |
$1.47K - $1.96K
|
4.44K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-25- 0.28% |
$1.47K - $1.96K
|
8.97K
$491K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25- 0.52% |
$1.47K - $1.96K
|
4.77K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-27- 0.07% |
$1.58K - $2.11K
|
40.9K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-31- 3.64% |
$1.82K - $2.43K
|
821
$44.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33- 0.61% |
$1.94K - $2.58K
|
5.37K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 0.69% |
$2.05K - $2.74K
|
5K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-45- 0.33% |
$2.64K - $3.52K
|
13.5K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 2.82% |
$2.93K - $3.91K
|
1.73K
$94.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.49% |
$2.93K - $3.91K
|
10.2K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52- 1.37% |
$3.05K - $4.07K
|
3.74K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-53- 1.63% |
$3.11K - $4.15K
|
3.19K
$175K
|