Purchases and Sales Made in Q2 2023 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-58- 4.54% |
$3.4K - $4.54K
|
1.22K
$143K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-61- 9.43% |
$3.58K - $4.77K
|
586
$68.7K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-64- 1.6% |
$3.75K - $5.01K
|
3.95K
$463K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-65- 10.4% |
$3.81K - $5.09K
|
560
$65.7K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-65- 1.72% |
$3.81K - $5.09K
|
3.73K
$437K
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-72- 1.4% |
$4.22K - $5.63K
|
5.05K
$593K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-73- 14.17% |
$4.28K - $5.71K
|
442
$51.8K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77- 23.84% |
$4.52K - $6.03K
|
246
$28.9K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-88- 13.66% |
$5.16K - $6.89K
|
556
$65.2K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-91- 0.26% |
$5.34K - $7.12K
|
35.4K
$4.16M
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-95- 1.67% |
$5.57K - $7.43K
|
5.59K
$655K
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-97- 0.57% |
$5.69K - $7.59K
|
17.1K
$2M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 3.8% |
$5.86K - $7.83K
|
2.53K
$297K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-100Closed |
$5.86K - $7.83K
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-101- 4.22% |
$5.92K - $7.9K
|
2.3K
$269K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-105- 1.21% |
$6.16K - $8.22K
|
8.6K
$1.01M
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-105- 0.56% |
$6.16K - $8.22K
|
18.7K
$2.19M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-107- 0.02% |
$6.27K - $8.37K
|
432K
$50.7M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-107- 52.97% |
$6.27K - $8.37K
|
95
$11.1K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-109- 12.82% |
$6.39K - $8.53K
|
741
$86.9K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 5.19% |
$6.63K - $8.84K
|
2.07K
$242K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-115- 5.77% |
$6.74K - $9K
|
1.88K
$220K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-119- 28.2% |
$6.98K - $9.31K
|
303
$35.5K
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-129- 0.23% |
$7.56K - $10.1K
|
55.9K
$6.55M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-153- 70.18% |
$8.97K - $12K
|
65
$7.62K
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-154- 2.58% |
$9.03K - $12.1K
|
5.82K
$683K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-155- 2.85% |
$9.09K - $12.1K
|
5.29K
$620K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-168- 98.82% |
$9.85K - $13.1K
|
2
$235
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-170- 2.67% |
$9.97K - $13.3K
|
6.2K
$727K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-173- 0.73% |
$10.1K - $13.5K
|
23.6K
$2.77M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-179Closed |
$10.5K - $14K
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-190- 3.85% |
$11.1K - $14.9K
|
4.75K
$557K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-194- 0.81% |
$11.4K - $15.2K
|
23.7K
$2.78M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-199- 4.14% |
$11.7K - $15.6K
|
4.6K
$540K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-222- 0.93% |
$13K - $17.4K
|
23.7K
$2.78M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-230- 20.72% |
$13.5K - $18K
|
880
$103K
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-238- 5.26% |
$14K - $18.6K
|
4.29K
$503K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-241- 4.7% |
$14.1K - $18.9K
|
4.89K
$574K
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-242- 0.93% |
$14.2K - $18.9K
|
25.7K
$3.02M
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-250- 6.09% |
$14.7K - $19.6K
|
3.86K
$452K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-250- 1.8% |
$14.7K - $19.6K
|
13.7K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-250- 0.59% |
$14.7K - $19.6K
|
42.2K
$4.95M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-270- 8.07% |
$15.8K - $21.1K
|
3.08K
$361K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-280- 3.09% |
$16.4K - $21.9K
|
8.77K
$1.03M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-293- 1.91% |
$17.2K - $22.9K
|
15.1K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-301- 6.03% |
$17.7K - $23.6K
|
4.69K
$550K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-307- 24.56% |
$18K - $24K
|
943
$111K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-337- 0.18% |
$19.8K - $26.4K
|
187K
$22M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-343- 1.84% |
$20.1K - $26.8K
|
18.3K
$2.15M
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-367- 0.29% |
$21.5K - $28.7K
|
128K
$15M
|