Purchases and Sales Made in Q1 2023 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
199+ 9.06% |
$8.42K - $13.2K
|
2.4K
$293K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
195New |
$8.25K - $12.9K
|
195
$23.8K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
190+ 0.23% |
$8.04K - $12.6K
|
82.4K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
188+ 1.76% |
$7.95K - $12.5K
|
10.8K
$1.33M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188+ 648.28% |
$7.95K - $12.5K
|
217
$26.5K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
186+ 42.37% |
$7.87K - $12.3K
|
625
$76.4K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
167+ 1.65% |
$7.06K - $11.1K
|
10.3K
$1.26M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
163+ 17.7% |
$6.89K - $10.8K
|
1.08K
$132K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
161+ 2.44% |
$6.81K - $10.7K
|
6.77K
$827K
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
161+ 1.3% |
$6.81K - $10.7K
|
12.5K
$1.53M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
160New |
$6.77K - $10.6K
|
160
$19.6K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
159New |
$6.72K - $10.5K
|
159
$19.4K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
157+ 2.36% |
$6.64K - $10.4K
|
6.8K
$831K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
153+ 235.38% |
$6.47K - $10.1K
|
218
$26.6K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
131+ 184.51% |
$5.54K - $8.69K
|
202
$24.7K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
130New |
$5.5K - $8.62K
|
130
$15.9K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
130+ 1.46% |
$5.5K - $8.62K
|
9.05K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
118+ 0.07% |
$4.99K - $7.82K
|
158K
$19.4M
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
117New |
$4.95K - $7.76K
|
117
$14.3K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
115+ 0.35% |
$4.86K - $7.62K
|
32.9K
$4.02M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
107+ 1.88% |
$4.53K - $7.09K
|
5.8K
$709K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
107+ 2.38% |
$4.53K - $7.09K
|
4.61K
$563K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
103+ 0.66% |
$4.36K - $6.83K
|
15.8K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
103New |
$4.36K - $6.83K
|
103
$12.6K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.07% |
$4.23K - $6.63K
|
9.47K
$1.16M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84+ 35.15% |
$3.55K - $5.57K
|
323
$39.5K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80+ 1.49% |
$3.38K - $5.3K
|
5.44K
$665K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
78New |
$3.3K - $5.17K
|
78
$9.53K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
75New |
$3.17K - $4.97K
|
75
$9.17K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
72+ 23.23% |
$3.04K - $4.77K
|
382
$46.7K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
71+ 0.47% |
$3K - $4.71K
|
15.3K
$1.87M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
62+ 0.55% |
$2.62K - $4.11K
|
11.4K
$1.39M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
60New |
$2.54K - $3.98K
|
60
$7.33K
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.09% |
$2.5K - $3.91K
|
62.9K
$7.69M
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$2.2K - $3.45K
|
52
$6.36K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
50+ 208.33% |
$2.11K - $3.32K
|
74
$9.05K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 11.76% |
$2.11K - $3.32K
|
475
$58.1K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46+ 1.0% |
$1.95K - $3.05K
|
4.64K
$568K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
45+ 17.44% |
$1.9K - $2.98K
|
303
$37K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 0.53% |
$1.73K - $2.72K
|
7.82K
$956K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
40+ 0.92% |
$1.69K - $2.65K
|
4.38K
$535K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
39+ 5.15% |
$1.65K - $2.59K
|
797
$97.4K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 0.97% |
$1.61K - $2.52K
|
3.97K
$485K
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
35+ 72.92% |
$1.48K - $2.32K
|
83
$10.1K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 6.98% |
$1.4K - $2.19K
|
506
$61.8K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 1.36% |
$1.31K - $2.06K
|
2.32K
$283K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24New |
$1.01K - $1.59K
|
24
$2.93K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.05% |
$888 - $1.39K
|
39.2K
$4.79M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
21+ 0.44% |
$888 - $1.39K
|
4.8K
$587K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20New |
$846 - $1.33K
|
20
$2.44K
|