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 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
706+ 5.52% |
$41.4K - $55.2K
|
13.5K
$1.58M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
696+ 14.89% |
$40.8K - $54.5K
|
5.37K
$630K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
690+ 6900.0% |
$40.5K - $54K
|
700
$82.1K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
683New |
$40.1K - $53.4K
|
683
$80.1K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
617+ 2.61% |
$36.2K - $48.3K
|
24.2K
$2.84M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
615+ 3.76% |
$36.1K - $48.1K
|
17K
$1.99M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
603+ 4.36% |
$35.4K - $47.2K
|
14.4K
$1.69M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
592+ 2.64% |
$34.7K - $46.3K
|
23K
$2.7M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
587+ 87.09% |
$34.4K - $45.9K
|
1.26K
$148K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
500+ 8.86% |
$29.3K - $39.1K
|
6.14K
$720K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
500+ 1.85% |
$29.3K - $39.1K
|
27.5K
$3.23M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
491New |
$28.8K - $38.4K
|
491
$57.6K
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
483+ 9.79% |
$28.3K - $37.8K
|
5.42K
$635K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
472+ 13.38% |
$27.7K - $36.9K
|
4K
$469K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
414New |
$24.3K - $32.4K
|
414
$48.6K
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
411New |
$24.1K - $32.2K
|
411
$48.2K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
409+ 6.94% |
$24K - $32K
|
6.3K
$739K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
392+ 49.18% |
$23K - $30.7K
|
1.19K
$139K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
390+ 5.02% |
$22.9K - $30.5K
|
8.16K
$957K
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
388+ 0.57% |
$22.8K - $30.4K
|
68.5K
$8.04M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
383+ 0.97% |
$22.5K - $30K
|
40K
$4.7M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
378+ 2.11% |
$22.2K - $29.6K
|
18.3K
$2.15M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
378+ 7.0% |
$22.2K - $29.6K
|
5.78K
$678K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
372+ 2.38% |
$21.8K - $29.1K
|
16K
$1.88M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
369+ 8.68% |
$21.6K - $28.9K
|
4.62K
$542K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
350+ 15.84% |
$20.5K - $27.4K
|
2.56K
$300K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
338+ 5.83% |
$19.8K - $26.4K
|
6.14K
$720K
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
334+ 0.53% |
$19.6K - $26.1K
|
63.2K
$7.41M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
307+ 1.62% |
$18K - $24K
|
19.3K
$2.26M
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
298+ 8.74% |
$17.5K - $23.3K
|
3.71K
$435K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
274+ 6.97% |
$16.1K - $21.4K
|
4.2K
$493K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
271+ 2.94% |
$15.9K - $21.2K
|
9.48K
$1.11M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
270+ 5.63% |
$15.8K - $21.1K
|
5.07K
$595K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
267+ 0.47% |
$15.7K - $20.9K
|
56.8K
$6.66M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
260+ 1.56% |
$15.2K - $20.3K
|
16.9K
$1.99M
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
231+ 0.73% |
$13.5K - $18.1K
|
31.9K
$3.74M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
225+ 2.39% |
$13.2K - $17.6K
|
9.62K
$1.13M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
202+ 1.38% |
$11.8K - $15.8K
|
14.9K
$1.74M
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
180New |
$10.6K - $14.1K
|
180
$21.1K
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
179+ 1.17% |
$10.5K - $14K
|
15.5K
$1.82M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
169+ 0.73% |
$9.91K - $13.2K
|
23.2K
$2.72M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$9.03K - $12.1K
|
154
$18.1K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
150New |
$8.8K - $11.7K
|
150
$17.6K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150New |
$8.8K - $11.7K
|
150
$17.6K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
142+ 0.25% |
$8.33K - $11.1K
|
56.4K
$6.61M
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
140+ 8.39% |
$8.21K - $11K
|
1.81K
$212K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
135+ 3.17% |
$7.92K - $10.6K
|
4.4K
$516K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
133+ 2.66% |
$7.8K - $10.4K
|
5.13K
$602K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 1.52% |
$7.45K - $9.94K
|
8.48K
$995K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
123+ 2.91% |
$7.21K - $9.62K
|
4.35K
$510K
|