Latest Institutional Transactions on Marketaxess Holdings Inc (MKTX)
This table provides information on the latest institutional transactions involving Marketaxess Holdings Inc (MKTX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.5KNew |
$427K - $587K
|
1.5K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
536New |
$153K - $210K
|
536
$123K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
696New |
$198K - $272K
|
696
$160K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.64KNew |
$467K - $642K
|
1.64K
$378K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.15KNew |
$326K - $448K
|
1.15K
$264K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5New |
$1.42K - $1.96K
|
5
$1.15K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.16KNew |
$899K - $1.23M
|
3.16K
$726K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 12.5% |
$285 - $391
|
9
$2.07K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
2.9KNew |
$825K - $1.13M
|
2.9K
$666K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3New |
$855 - $1.17K
|
3
$691
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 15.38% |
$570 - $783
|
15
$3.45K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
519New |
$148K - $203K
|
519
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
853New |
$243K - $334K
|
853
$196K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$5.7K - $7.83K
|
20
$4.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
741New |
$211K - $290K
|
741
$171K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
583New |
$166K - $228K
|
583
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$285 - $391
|
1
$230
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.8KNew |
$4.8M - $6.59M
|
16.8K
$3.88M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
31+ 1.48% |
$8.83K - $12.1K
|
2.13K
$491K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$855 - $1.17K
|
3
$691
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
576New |
$164K - $225K
|
576
$133K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-400- 20.0% |
$91.5K - $116K
|
1.6K
$368K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
67+ 5.28% |
$15.3K - $19.4K
|
1.34K
$308K
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-28K- 32.17% |
$6.41M - $8.11M
|
59.1K
$13.6M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
158+ 11.1% |
$36.2K - $45.7K
|
1.58K
$364K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
753New |
$172K - $218K
|
753
$173K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
146New |
$33.4K - $42.3K
|
146
$33.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
64New |
$14.6K - $18.5K
|
64
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-1.6K- 53.33% |
$366K - $463K
|
1.4K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
65+ 2.66% |
$14.9K - $18.8K
|
2.51K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
342KNew |
$78.2M - $98.9M
|
342K
$78.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
9+ 0.18% |
$2.06K - $2.6K
|
5.08K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-383- 21.36% |
$87.7K - $111K
|
1.41K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
2.51KNew |
$575K - $727K
|
2.51K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
223New |
$51K - $64.5K
|
223
$51.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500New |
$114K - $145K
|
500
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-257- 6.66% |
$58.8K - $74.4K
|
3.6K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-6.89K- 49.51% |
$1.58M - $1.99M
|
7.02K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
731New |
$167K - $212K
|
731
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
448+ 48.28% |
$103K - $130K
|
1.38K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
85New |
$19.5K - $24.6K
|
85
$19.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-38K- 67.86% |
$8.7M - $11M
|
18K
$4.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.87K+ 49.92% |
$885K - $1.12M
|
11.6K
$2.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
700New |
$160K - $203K
|
700
$161K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-30- 2.19% |
$6.87K - $8.68K
|
1.34K
$308K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14New |
$3.2K - $4.05K
|
14
$3.22K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
27+ 35.06% |
$6.18K - $7.81K
|
104
$23.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.06K - $2.6K
|
9
$2.07K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
70+ 5.3% |
$16K - $20.3K
|
1.39K
$320K
|
|