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 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
175+ 5.83% |
$11.1K - $14.9K
|
3.18K
$187K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
174New |
$11K - $14.8K
|
174
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
173+ 0.61% |
$11K - $14.7K
|
28.7K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
167+ 5.61% |
$10.6K - $14.2K
|
3.14K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
167+ 1.25% |
$10.6K - $14.2K
|
13.5K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
165New |
$10.5K - $14.1K
|
165
$9.71K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
158+ 2.15% |
$10K - $13.5K
|
7.49K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
156+ 3.59% |
$9.9K - $13.3K
|
4.5K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
154+ 4.69% |
$9.77K - $13.1K
|
3.44K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
150+ 50.0% |
$9.52K - $12.8K
|
450
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 1.1% |
$9.52K - $12.8K
|
13.8K
$812K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
150+ 1.64% |
$9.52K - $12.8K
|
9.29K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
133+ 2.62% |
$8.44K - $11.3K
|
5.2K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
128+ 11.81% |
$8.12K - $10.9K
|
1.21K
$71.3K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 125.0% |
$7.93K - $10.6K
|
225
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
124+ 6.56% |
$7.87K - $10.6K
|
2.01K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
122+ 0.1% |
$7.74K - $10.4K
|
128K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
115+ 0.14% |
$7.3K - $9.79K
|
81.4K
$4.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 3.1% |
$6.73K - $9.03K
|
3.52K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 64.94% |
$6.35K - $8.52K
|
254
$14.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$6.35K - $8.52K
|
100
$5.88K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 2.82% |
$6.35K - $8.52K
|
3.65K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$6.35K - $8.52K
|
100
$5.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
98+ 39.2% |
$6.22K - $8.35K
|
348
$20.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
98+ 2.82% |
$6.22K - $8.35K
|
3.58K
$210K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
94+ 71.76% |
$5.97K - $8.01K
|
225
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
91+ 1.99% |
$5.77K - $7.75K
|
4.67K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
90+ 27.36% |
$5.71K - $7.66K
|
419
$24.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
86New |
$5.46K - $7.32K
|
86
$5.06K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
82+ 0.26% |
$5.2K - $6.98K
|
31.9K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
80+ 40.0% |
$5.08K - $6.81K
|
280
$16.5K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
70+ 31.96% |
$4.44K - $5.96K
|
289
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
70New |
$4.44K - $5.96K
|
70
$4.12K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 22.77% |
$4.38K - $5.88K
|
372
$21.9K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 22.77% |
$4.38K - $5.88K
|
372
$21.9K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
67+ 1.1% |
$4.25K - $5.71K
|
6.16K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
67New |
$4.25K - $5.71K
|
67
$3.94K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
65+ 1.13% |
$4.12K - $5.54K
|
5.83K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
59New |
$3.74K - $5.02K
|
59
$3.47K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58New |
$3.68K - $4.94K
|
58
$3.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
57New |
$3.62K - $4.85K
|
57
$3.35K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 220.0% |
$3.49K - $4.68K
|
80
$4.71K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$3.17K - $4.26K
|
50
$2.94K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 7.46% |
$2.98K - $4K
|
677
$39.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
47+ 0.37% |
$2.98K - $4K
|
12.7K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
46+ 1.64% |
$2.92K - $3.92K
|
2.85K
$168K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
45New |
$2.86K - $3.83K
|
45
$2.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$2.54K - $3.41K
|
40
$2.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40New |
$2.54K - $3.41K
|
40
$2.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
39+ 0.9% |
$2.47K - $3.32K
|
4.35K
$256K
|