Purchases and Sales Made in Q4 2022 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
41New |
$1.64K - $2.61K
|
41
$5.08K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 20.0% |
$1.6K - $2.55K
|
240
$29.7K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
39+ 3.03% |
$1.56K - $2.48K
|
1.33K
$164K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
36+ 0.07% |
$1.44K - $2.29K
|
51.4K
$6.37M
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.34% |
$1.28K - $2.04K
|
9.37K
$1.16M
|
|
Jan 27, 2023
Q4 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
29+ 0.16% |
$1.16K - $1.85K
|
18.1K
$2.24M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$1.16K - $1.85K
|
29
$3.59K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
25+ 33.33% |
$997 - $1.59K
|
100
$12.4K
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
20+ 0.3% |
$798 - $1.27K
|
6.7K
$830K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.22% |
$798 - $1.27K
|
8.92K
$1.11M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 8.33% |
$678 - $1.08K
|
221
$27.4K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 41.03% |
$638 - $1.02K
|
55
$6.81K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15New |
$598 - $955
|
15
$1.86K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 9.86% |
$558 - $891
|
156
$19.3K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 100.0% |
$479 - $764
|
24
$2.97K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11+ 0.23% |
$439 - $700
|
4.72K
$585K
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
10+ 66.67% |
$399 - $637
|
25
$3.1K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10+ 1.09% |
$399 - $637
|
930
$115K
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.17% |
$359 - $573
|
5.25K
$651K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
6New |
$239 - $382
|
6
$743
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$199 - $318
|
5
$620
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.08% |
$199 - $318
|
6.39K
$792K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$160 - $255
|
4
$496
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 26.67% |
$160 - $255
|
19
$2.35K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 0.03% |
$120 - $191
|
9.6K
$1.19M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$79.8 - $127
|
2
$248
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$79.8 - $127
|
2
$248
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 4.55% |
$39.9 - $63.7
|
23
$2.85K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.05% |
$39.9 - $63.7
|
1.86K
$230K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 0.56% |
$39.9 - $63.7
|
179
$22.2K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$39.9 - $63.7
|
10
$1.24K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$120 - $191
|
4.55K
$563K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 4.76% |
$120 - $191
|
60
$7.43K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.11% |
$120 - $191
|
2.62K
$324K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 0.71% |
$160 - $255
|
561
$69.5K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.04% |
$199 - $318
|
13.8K
$1.71M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.71% |
$199 - $318
|
288
$35.7K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 14.29% |
$399 - $637
|
60
$7.43K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10- 50.0% |
$399 - $637
|
10
$1.24K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-11- 4.82% |
$439 - $700
|
217
$26.9K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 0.18% |
$479 - $764
|
6.6K
$818K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-14- 70.0% |
$558 - $891
|
6
$743
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-14- 22.58% |
$558 - $891
|
48
$5.95K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 6.64% |
$678 - $1.08K
|
239
$29.6K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.14% |
$718 - $1.15K
|
13.2K
$1.63M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19- 0.11% |
$758 - $1.21K
|
17.5K
$2.17M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20- 40.0% |
$798 - $1.27K
|
30
$3.72K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 7.63% |
$798 - $1.27K
|
242
$30K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-30- 29.7% |
$1.2K - $1.91K
|
71
$8.8K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30- 0.16% |
$1.2K - $1.91K
|
18.2K
$2.26M
|