Purchases and Sales Made in Q2 2023 in Tradeweb Markets Inc. (TW)
This table provides information about the institutional ownership of Tradeweb Markets Inc. (TW) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110+ 0.82% |
$7.36K - $8.73K
|
13.5K
$1.86M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
100+ 0.63% |
$6.7K - $7.93K
|
15.9K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
97+ 115.48% |
$6.49K - $7.7K
|
181
$25K
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
84+ 0.36% |
$5.62K - $6.66K
|
23.5K
$3.26M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 192.11% |
$4.89K - $5.79K
|
111
$15.4K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
71+ 373.68% |
$4.75K - $5.63K
|
90
$12.4K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
57+ 28.5% |
$3.82K - $4.52K
|
257
$35.5K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$2.95K - $3.49K
|
44
$6.09K
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
40+ 1.01% |
$2.68K - $3.17K
|
3.99K
$552K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 4.47% |
$1.87K - $2.22K
|
655
$90.6K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
21+ 6.69% |
$1.41K - $1.67K
|
335
$46.3K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 9.09% |
$1K - $1.19K
|
180
$24.9K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
10+ 1.43% |
$670 - $793
|
711
$98.3K
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.16% |
$670 - $793
|
6.21K
$859K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9New |
$603 - $714
|
9
$1.24K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 266.67% |
$536 - $635
|
11
$1.52K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$402 - $476
|
6
$830
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$268 - $317
|
4
$553
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$67 - $79.3
|
716
$99K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.69% |
$67 - $79.3
|
12
$1.66K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3- 0.21% |
$201 - $238
|
1.41K
$195K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 17.65% |
$201 - $238
|
14
$1.94K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 8.33% |
$268 - $317
|
44
$6.09K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.86% |
$335 - $397
|
579
$80.1K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 0.19% |
$335 - $397
|
2.66K
$368K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-8- 3.88% |
$536 - $635
|
198
$27.4K
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-25- 0.04% |
$1.67K - $1.98K
|
56.3K
$7.79M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-27- 54.0% |
$1.81K - $2.14K
|
23
$3.18K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27- 46.55% |
$1.81K - $2.14K
|
31
$4.29K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-42- 47.19% |
$2.81K - $3.33K
|
47
$6.5K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 8.96% |
$2.88K - $3.41K
|
437
$60.4K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 8.96% |
$2.88K - $3.41K
|
437
$60.4K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-90- 51.43% |
$6.03K - $7.14K
|
85
$11.8K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-90- 51.43% |
$6.03K - $7.14K
|
85
$11.8K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-98- 22.48% |
$6.56K - $7.78K
|
338
$46.7K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-100- 1.34% |
$6.7K - $7.93K
|
7.34K
$1.01M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-106- 1.54% |
$7.1K - $8.41K
|
6.76K
$935K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-174- 4.85% |
$11.6K - $13.8K
|
3.41K
$472K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179- 5.49% |
$12K - $14.2K
|
3.08K
$426K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-202- 13.29% |
$13.5K - $16K
|
1.32K
$182K
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-206- 1.02% |
$13.8K - $16.3K
|
20K
$2.77M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-254- 2.86% |
$17K - $20.2K
|
8.63K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-270- 26.14% |
$18.1K - $21.4K
|
763
$106K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-311- 37.38% |
$20.8K - $24.7K
|
521
$72.1K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-311- 9.2% |
$20.8K - $24.7K
|
3.07K
$425K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-361- 97.83% |
$24.2K - $28.6K
|
8
$1.11K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-382Closed |
$25.6K - $30.3K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-415- 4.4% |
$27.8K - $32.9K
|
9.02K
$1.25M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-444- 1.56% |
$29.7K - $35.2K
|
28K
$3.87M
|