Purchases and Sales Made in Q4 2024 in Tradeweb Markets Inc. (TW)
This table provides information about the institutional ownership of Tradeweb Markets Inc. (TW) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
116New |
$14.5K - $15.8K
|
116
$14.6K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
115+ 6.38% |
$14.4K - $15.7K
|
1.92K
$241K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
98+ 700.0% |
$12.2K - $13.4K
|
112
$14.1K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
96+ 3.42% |
$12K - $13.1K
|
2.9K
$365K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 389.47% |
$9.24K - $10.1K
|
93
$11.7K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
52+ 1.1% |
$6.49K - $7.09K
|
4.77K
$600K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
49New |
$6.12K - $6.68K
|
49
$6.16K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 12.55% |
$4K - $4.36K
|
287
$36.1K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 36.36% |
$3K - $3.27K
|
90
$11.3K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
23New |
$2.87K - $3.14K
|
23
$2.89K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 75.86% |
$2.75K - $3K
|
51
$6.41K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$2.5K - $2.73K
|
20
$2.51K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 3.08% |
$1.5K - $1.64K
|
401
$50.4K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11+ 0.36% |
$1.37K - $1.5K
|
3.08K
$386K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 76.92% |
$1.25K - $1.36K
|
23
$2.89K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.05% |
$1.25K - $1.36K
|
21.6K
$2.71M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 3.74% |
$999 - $1.09K
|
222
$27.9K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 66.67% |
$999 - $1.09K
|
20
$2.51K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 36.36% |
$999 - $1.09K
|
30
$3.77K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$499 - $545
|
4
$503
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 11.43% |
$499 - $545
|
39
$4.9K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$375 - $409
|
3
$377
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$250 - $273
|
2
$251
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$125 - $136
|
1
$126
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2- 0.49% |
$250 - $273
|
403
$50.7K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24- 0.03% |
$3K - $3.27K
|
73.4K
$9.23M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-28- 0.19% |
$3.5K - $3.82K
|
14.6K
$1.84M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 0.53% |
$5.62K - $6.13K
|
8.45K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-105- 0.57% |
$13.1K - $14.3K
|
18.3K
$2.3M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-117- 2.49% |
$14.6K - $15.9K
|
4.58K
$575K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-129- 2.68% |
$16.1K - $17.6K
|
4.68K
$588K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-290- 51.79% |
$36.2K - $39.5K
|
270
$33.9K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-332- 1.31% |
$41.5K - $45.3K
|
25K
$3.14M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-348- 1.3% |
$43.5K - $47.4K
|
26.4K
$3.32M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-357- 8.92% |
$44.6K - $48.7K
|
3.64K
$458K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-407- 2.58% |
$50.8K - $55.5K
|
15.4K
$1.93M
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-423- 4.91% |
$52.8K - $57.7K
|
8.19K
$1.03M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-581- 8.5% |
$72.5K - $79.2K
|
6.25K
$786K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.01K- 8.79% |
$126K - $138K
|
10.5K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.03K- 19.8% |
$129K - $141K
|
4.19K
$526K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.17K- 1.04% |
$146K - $160K
|
112K
$14.1M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.31K- 72.18% |
$164K - $179K
|
505
$63.5K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.53K- 1.03% |
$190K - $208K
|
147K
$18.5M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.56K- 17.76% |
$194K - $212K
|
7.2K
$905K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.97K- 9.86% |
$245K - $268K
|
18K
$2.26M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.4K- 80.01% |
$300K - $327K
|
600
$75.4K
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-2.68K- 11.15% |
$334K - $365K
|
21.3K
$2.68M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.05K- 36.71% |
$381K - $416K
|
5.26K
$661K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.1K- 2.38% |
$387K - $422K
|
127K
$16M
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.63K- 22.04% |
$953K - $1.04M
|
27K
$3.39M
|