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 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
20New |
$846 - $1.33K
|
20
$2.44K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$804 - $1.26K
|
20.4K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 4.96% |
$719 - $1.13K
|
360
$44K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 12.84% |
$592 - $928
|
123
$15K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 216.67% |
$550 - $862
|
19
$2.32K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 3.22% |
$423 - $663
|
321
$39.2K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
10+ 0.11% |
$423 - $663
|
9.07K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10+ 1000.0% |
$423 - $663
|
11
$1.34K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 0.15% |
$381 - $597
|
5.88K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.09% |
$381 - $597
|
9.64K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 2.02% |
$381 - $597
|
455
$55.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7New |
$296 - $464
|
7
$856
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 7.27% |
$169 - $265
|
59
$7.21K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 15.79% |
$127 - $199
|
22
$2.69K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 20.0% |
$84.6 - $133
|
12
$1.47K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 4.35% |
$42.3 - $66.3
|
24
$2.93K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-2- 0.02% |
$84.6 - $133
|
9.56K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4- 4.82% |
$169 - $265
|
79
$9.66K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.37% |
$296 - $464
|
1.87K
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 0.97% |
$296 - $464
|
714
$87.3K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.09% |
$423 - $663
|
11.6K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-10- 3.73% |
$423 - $663
|
258
$31.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-15- 0.27% |
$634 - $995
|
5.64K
$689K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 6.98% |
$634 - $995
|
200
$24.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 9.93% |
$634 - $995
|
136
$16.6K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16- 0.06% |
$677 - $1.06K
|
26.9K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.24% |
$888 - $1.39K
|
1.67K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.19% |
$1.01K - $1.59K
|
12.4K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-25- 0.25% |
$1.06K - $1.66K
|
10.2K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 0.5% |
$1.06K - $1.66K
|
4.94K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 11.31% |
$1.06K - $1.66K
|
196
$24K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-27- 0.42% |
$1.14K - $1.79K
|
6.37K
$778K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.38% |
$1.18K - $1.86K
|
1.99K
$244K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 18.59% |
$1.23K - $1.92K
|
127
$15.5K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-33- 15.21% |
$1.4K - $2.19K
|
184
$22.5K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-40- 0.08% |
$1.69K - $2.65K
|
49.3K
$6.03M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-42- 0.84% |
$1.78K - $2.78K
|
4.98K
$609K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 0.83% |
$1.9K - $2.98K
|
5.38K
$658K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 7.76% |
$2.11K - $3.32K
|
594
$72.6K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50- 23.81% |
$2.11K - $3.32K
|
160
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-52- 0.49% |
$2.2K - $3.45K
|
10.5K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-52- 1.0% |
$2.2K - $3.45K
|
5.13K
$626K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-52- 5.46% |
$2.2K - $3.45K
|
901
$110K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-60- 1.15% |
$2.54K - $3.98K
|
5.17K
$631K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-64- 26.34% |
$2.71K - $4.24K
|
179
$21.9K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-66- 1.38% |
$2.79K - $4.38K
|
4.73K
$578K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-69- 0.78% |
$2.92K - $4.57K
|
8.75K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-74- 5.95% |
$3.13K - $4.91K
|
1.17K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-80- 1.31% |
$3.38K - $5.3K
|
6.04K
$738K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-82- 1.74% |
$3.47K - $5.44K
|
4.64K
$567K
|