Purchases and Sales Made in Q4 2023 in Trade Desk, Inc. (TTD)
This table provides information about the institutional ownership of Trade Desk, Inc. (TTD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
38+ 1.39% |
$2.41K - $3.24K
|
2.78K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
35+ 0.74% |
$2.22K - $2.98K
|
4.75K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 60.71% |
$2.16K - $2.9K
|
90
$5.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34New |
$2.16K - $2.9K
|
34
$2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
32New |
$2.03K - $2.73K
|
32
$1.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
31New |
$1.97K - $2.64K
|
31
$1.82K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31New |
$1.97K - $2.64K
|
31
$1.82K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
29New |
$1.84K - $2.47K
|
29
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
29+ 0.09% |
$1.84K - $2.47K
|
32.5K
$1.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.78K - $2.38K
|
28
$1.65K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$1.71K - $2.3K
|
27
$1.59K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 1.17% |
$1.65K - $2.21K
|
2.25K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 1.41% |
$1.65K - $2.21K
|
1.87K
$110K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 130.0% |
$1.65K - $2.21K
|
46
$2.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
25+ 0.75% |
$1.59K - $2.13K
|
3.35K
$197K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$1.59K - $2.13K
|
25
$1.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 5.15% |
$1.59K - $2.13K
|
510
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
25+ 0.37% |
$1.59K - $2.13K
|
6.85K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 9.13% |
$1.46K - $1.96K
|
275
$16.2K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.21K - $1.62K
|
19
$1.12K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15+ 78.95% |
$952 - $1.28K
|
34
$2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
14+ 25.45% |
$888 - $1.19K
|
69
$4.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.25% |
$888 - $1.19K
|
5.62K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14New |
$888 - $1.19K
|
14
$824
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 0.59% |
$698 - $937
|
1.89K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10+ 0.85% |
$635 - $852
|
1.19K
$70K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$444 - $596
|
7
$412
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$444 - $596
|
7
$412
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6+ 0.1% |
$381 - $511
|
5.96K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 8.57% |
$381 - $511
|
76
$4.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.07% |
$317 - $426
|
7.51K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4+ 0.11% |
$254 - $341
|
3.67K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4+ 0.45% |
$254 - $341
|
891
$52.4K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 5.41% |
$254 - $341
|
78
$4.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 1.32% |
$190 - $255
|
230
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$190 - $255
|
3
$177
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$127 - $170
|
716
$42.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 8.33% |
$63.5 - $85.2
|
13
$765
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.78% |
$63.5 - $85.2
|
127
$7.47K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.67% |
$63.5 - $85.2
|
14
$824
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2- 0.06% |
$127 - $170
|
3.43K
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4- 0.02% |
$254 - $341
|
17.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4- 1.17% |
$254 - $341
|
337
$19.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5- 1.63% |
$317 - $426
|
302
$17.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 33.33% |
$381 - $511
|
12
$706
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6- 0.01% |
$381 - $511
|
80.2K
$4.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.02% |
$508 - $681
|
40.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9- 0.17% |
$571 - $766
|
5.39K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 0.21% |
$571 - $766
|
4.35K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 20.69% |
$762 - $1.02K
|
46
$2.71K
|