Purchases and Sales Made in Q1 2022 in Marketaxess Holdings Inc (MKTX)
This table provides information about the institutional ownership of Marketaxess Holdings Inc (MKTX) during Q1 2022. The information is specifically focused on institutions that hold shares of MARKETAXESS HOLDINGS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.98K - $2.38K
|
6
$1.33K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6New |
$1.98K - $2.38K
|
6
$1.33K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5New |
$1.65K - $1.98K
|
5
$1.11K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$1.65K - $1.98K
|
5
$1.11K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$1.65K - $1.98K
|
5
$1.11K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5New |
$1.65K - $1.98K
|
5
$1.11K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$1.32K - $1.59K
|
4
$889
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 3.15% |
$1.32K - $1.59K
|
131
$29.1K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 133.33% |
$1.32K - $1.59K
|
7
$1.56K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 4.23% |
$990 - $1.19K
|
74
$16.5K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 3.03% |
$660 - $794
|
68
$15.1K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$660 - $794
|
2
$445
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 12.5% |
$330 - $397
|
9
$2K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1New |
$330 - $397
|
1
$222
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$330 - $397
|
4
$889
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 4.76% |
$330 - $397
|
22
$4.89K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1New |
$330 - $397
|
1
$222
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1New |
$330 - $397
|
1
$222
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2- 18.18% |
$660 - $794
|
9
$2K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2Closed |
$660 - $794
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 1.79% |
$660 - $794
|
110
$24.5K
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2- 0.08% |
$660 - $794
|
2.58K
$574K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3Closed |
$990 - $1.19K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.13% |
$990 - $1.19K
|
2.25K
$501K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4- 4.4% |
$1.32K - $1.59K
|
87
$19.3K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 4.76% |
$1.65K - $1.98K
|
100
$22.2K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5- 1.72% |
$1.65K - $1.98K
|
286
$63.6K
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-5- 0.47% |
$1.65K - $1.98K
|
1.06K
$235K
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7- 0.73% |
$2.31K - $2.78K
|
955
$212K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.16% |
$2.31K - $2.78K
|
594
$132K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$2.64K - $3.17K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-9Closed |
$2.97K - $3.57K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 26.19% |
$3.63K - $4.37K
|
31
$6.89K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.7% |
$3.96K - $4.76K
|
1.71K
$380K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13- 0.11% |
$4.29K - $5.16K
|
11.8K
$2.63M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13Closed |
$4.29K - $5.16K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14Closed |
$4.62K - $5.56K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16Closed |
$5.28K - $6.35K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-16- 17.2% |
$5.28K - $6.35K
|
77
$17.1K
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-17- 1.38% |
$5.61K - $6.75K
|
1.21K
$269K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18Closed |
$5.94K - $7.14K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19Closed |
$6.27K - $7.54K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-19- 0.53% |
$6.27K - $7.54K
|
3.57K
$794K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-23Closed |
$7.59K - $9.13K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-23Closed |
$7.59K - $9.13K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-25- 17.12% |
$8.25K - $9.92K
|
121
$26.9K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-30Closed |
$9.9K - $11.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30- 0.54% |
$9.9K - $11.9K
|
5.53K
$1.23M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-30Closed |
$9.9K - $11.9K
|
0
$0
|