Purchases and Sales Made in Q1 2024 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q1 2024. 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 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 240.0% |
$3.83K - $5.34K
|
85
$10.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
60+ 1.43% |
$3.83K - $5.34K
|
4.26K
$520K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 31.72% |
$3.76K - $5.25K
|
245
$29.9K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
56+ 0.64% |
$3.57K - $4.98K
|
8.82K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
52+ 1.29% |
$3.32K - $4.62K
|
4.08K
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.86% |
$3.32K - $4.62K
|
6.09K
$744K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
51+ 0.2% |
$3.25K - $4.54K
|
25.4K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
50New |
$3.19K - $4.45K
|
50
$6.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 4.04% |
$3.12K - $4.36K
|
1.26K
$154K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 1500.0% |
$2.87K - $4K
|
48
$5.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 0.99% |
$2.74K - $3.82K
|
4.39K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
42+ 1.36% |
$2.68K - $3.74K
|
3.13K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
39New |
$2.49K - $3.47K
|
39
$4.77K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 0.41% |
$2.04K - $2.85K
|
7.88K
$963K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
30+ 0.46% |
$1.91K - $2.67K
|
6.54K
$799K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
30+ 100.0% |
$1.91K - $2.67K
|
60
$7.33K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 37.5% |
$1.91K - $2.67K
|
110
$13.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30+ 0.74% |
$1.91K - $2.67K
|
4.06K
$496K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 3.17% |
$1.79K - $2.49K
|
911
$111K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
26+ 0.64% |
$1.66K - $2.31K
|
4.11K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25+ 6.04% |
$1.59K - $2.22K
|
439
$53.7K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
25+ 32.89% |
$1.59K - $2.22K
|
101
$12.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.28% |
$1.53K - $2.13K
|
8.58K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
22New |
$1.4K - $1.96K
|
22
$2.69K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
20New |
$1.28K - $1.78K
|
20
$2.44K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
20New |
$1.28K - $1.78K
|
20
$2.44K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 6.55% |
$1.15K - $1.6K
|
293
$35.8K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18+ 5.57% |
$1.15K - $1.6K
|
341
$41.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18New |
$1.15K - $1.6K
|
18
$2.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 1.8% |
$1.08K - $1.51K
|
962
$118K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
17New |
$1.08K - $1.51K
|
17
$2.08K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15+ 0.3% |
$956 - $1.33K
|
5.04K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15+ 1.3% |
$956 - $1.33K
|
1.17K
$143K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 4.67% |
$893 - $1.25K
|
314
$38.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
13+ 5.78% |
$829 - $1.16K
|
238
$29.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13+ 3.1% |
$829 - $1.16K
|
432
$52.8K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12+ 0.25% |
$765 - $1.07K
|
4.81K
$588K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$638 - $889
|
10
$1.22K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10+ 4.69% |
$638 - $889
|
223
$27.3K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 21.74% |
$638 - $889
|
56
$6.84K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 200.0% |
$638 - $889
|
15
$1.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9+ 0.28% |
$574 - $800
|
3.18K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 33.33% |
$574 - $800
|
36
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8New |
$510 - $711
|
8
$978
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 0.69% |
$383 - $534
|
881
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 10.17% |
$383 - $534
|
65
$7.94K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 2.22% |
$383 - $534
|
276
$33.7K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 7.89% |
$383 - $534
|
82
$10K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5+ 0.32% |
$319 - $445
|
1.56K
$191K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2New |
$128 - $178
|
2
$244
|