Purchases and Sales Made in Q3 2023 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$3.42K - $4.38K
|
48
$5.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
47New |
$3.35K - $4.29K
|
47
$5.85K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.12% |
$3.35K - $4.29K
|
39.3K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
44+ 7.51% |
$3.13K - $4.02K
|
630
$78.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 133.33% |
$2.85K - $3.65K
|
70
$8.72K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
39New |
$2.78K - $3.56K
|
39
$4.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38+ 12.54% |
$2.71K - $3.47K
|
341
$42.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
37+ 0.79% |
$2.63K - $3.38K
|
4.71K
$586K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
35+ 0.26% |
$2.49K - $3.19K
|
13.5K
$1.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.25% |
$2.42K - $3.1K
|
2.75K
$342K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
33+ 0.77% |
$2.35K - $3.01K
|
4.32K
$538K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32New |
$2.28K - $2.92K
|
32
$3.98K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32+ 0.6% |
$2.28K - $2.92K
|
5.4K
$672K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$2.28K - $2.92K
|
32
$3.98K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
32+ 2.95% |
$2.28K - $2.92K
|
1.12K
$139K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
30+ 0.78% |
$2.14K - $2.74K
|
3.89K
$484K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
28+ 0.03% |
$1.99K - $2.56K
|
80.2K
$9.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 1.6% |
$1.85K - $2.37K
|
1.65K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
25+ 0.24% |
$1.78K - $2.28K
|
10.4K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24+ 0.48% |
$1.71K - $2.19K
|
5.02K
$624K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 8.94% |
$1.57K - $2.01K
|
268
$33.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
22+ 0.03% |
$1.57K - $2.01K
|
80.9K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 9.57% |
$1.57K - $2.01K
|
252
$31.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20+ 4.0% |
$1.42K - $1.83K
|
520
$64.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
20New |
$1.42K - $1.83K
|
20
$2.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.1% |
$1.35K - $1.73K
|
20K
$2.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16+ 0.05% |
$1.14K - $1.46K
|
34.1K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.47% |
$997 - $1.28K
|
2.98K
$370K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.1% |
$997 - $1.28K
|
13.8K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
14+ 11.97% |
$997 - $1.28K
|
131
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
13+ 0.05% |
$925 - $1.19K
|
27.1K
$3.37M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
13+ 0.05% |
$925 - $1.19K
|
27.1K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.29% |
$925 - $1.19K
|
4.47K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
13+ 0.07% |
$925 - $1.19K
|
19.7K
$2.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$783 - $1K
|
1.89K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10+ 0.36% |
$712 - $913
|
2.81K
$350K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.21% |
$641 - $821
|
4.36K
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8New |
$570 - $730
|
8
$996
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.11% |
$498 - $639
|
6.26K
$779K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6+ 0.03% |
$427 - $548
|
19K
$2.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$356 - $456
|
5
$623
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$285 - $365
|
4
$498
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.23% |
$285 - $365
|
128
$15.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 2.08% |
$285 - $365
|
196
$24.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3+ 0.09% |
$214 - $274
|
3.5K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.47% |
$214 - $274
|
646
$80.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 5.26% |
$71.2 - $91.3
|
20
$2.49K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.01% |
$71.2 - $91.3
|
7.5K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.4% |
$71.2 - $91.3
|
249
$31K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 25.0% |
$71.2 - $91.3
|
3
$374
|