Purchases and Sales Made in Q1 2023 in Tradeweb Markets Inc. (TW)
This table provides information about the institutional ownership of Tradeweb Markets Inc. (TW) during Q1 2023. The information is specifically focused on institutions that hold shares of Tradeweb Markets Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 225.0% |
$572 - $711
|
13
$1.77K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.25% |
$508 - $632
|
3.26K
$444K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 8.54% |
$445 - $553
|
89
$12.1K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 3.55% |
$381 - $474
|
175
$23.9K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.03% |
$318 - $395
|
19.3K
$2.63M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 11.63% |
$318 - $395
|
48
$6.54K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$191 - $237
|
12
$1.64K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 30.0% |
$191 - $237
|
13
$1.77K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 100.0% |
$127 - $158
|
4
$545
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2New |
$127 - $158
|
2
$273
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$63.5 - $79
|
715
$97.5K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.68% |
$63.5 - $79
|
148
$20.2K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 50.0% |
$63.5 - $79
|
1
$136
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 22.73% |
$318 - $395
|
17
$2.32K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-10- 0.32% |
$635 - $790
|
3.08K
$420K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-39- 2.69% |
$2.48K - $3.08K
|
1.41K
$192K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 21.46% |
$3.18K - $3.95K
|
183
$24.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 4.11% |
$3.37K - $4.19K
|
1.24K
$168K
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-56- 0.05% |
$3.56K - $4.43K
|
119K
$16.2M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-62- 0.5% |
$3.94K - $4.9K
|
12.3K
$1.67M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 20.21% |
$4.89K - $6.08K
|
304
$41.4K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-135- 0.57% |
$8.58K - $10.7K
|
23.5K
$3.2M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146- 42.94% |
$9.27K - $11.5K
|
194
$26.4K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-153- 10.3% |
$9.72K - $12.1K
|
1.33K
$182K
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-158- 0.31% |
$10K - $12.5K
|
50.1K
$6.82M
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-172- 4.87% |
$10.9K - $13.6K
|
3.36K
$458K
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-188- 0.5% |
$11.9K - $14.9K
|
37.6K
$5.12M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 6.56% |
$13.1K - $16.3K
|
2.94K
$400K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-217- 94.35% |
$13.8K - $17.1K
|
13
$1.77K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-236- 0.12% |
$15K - $18.6K
|
203K
$27.7M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-274- 3.55% |
$17.4K - $21.7K
|
7.44K
$1.01M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-341- 41.53% |
$21.7K - $26.9K
|
480
$65.4K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-362- 9.67% |
$23K - $28.6K
|
3.38K
$461K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-367- 8.43% |
$23.3K - $29K
|
3.98K
$543K
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-393- 0.09% |
$25K - $31.1K
|
441K
$60.1M
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-421- 0.05% |
$26.7K - $33.3K
|
903K
$123M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-526- 15.11% |
$33.4K - $41.6K
|
2.96K
$403K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-552- 17.17% |
$35.1K - $43.6K
|
2.66K
$363K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-581- 4.86% |
$36.9K - $45.9K
|
11.4K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-584- 0.44% |
$37.1K - $46.1K
|
132K
$17.9M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-588- 43.62% |
$37.3K - $46.5K
|
760
$104K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-824- 14.11% |
$52.3K - $65.1K
|
5.02K
$684K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-992- 13.68% |
$63K - $78.4K
|
6.26K
$853K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.01K- 1.37% |
$64.3K - $80K
|
73.1K
$9.97M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.08K- 3.23% |
$68.8K - $85.6K
|
32.5K
$4.43M
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.34K- 0.37% |
$85.2K - $106K
|
363K
$49.4M
|
|
May 03, 2023
Q1 2023
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-1.59K- 0.51% |
$101K - $126K
|
312K
$42.5M
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.64K- 2.95% |
$104K - $130K
|
53.9K
$7.35M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.64K- 2.95% |
$104K - $130K
|
53.9K
$7.35M
|