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Sheaff Brock Investment Advisors’s Tradeweb Markets TW Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.69M Sell
18,087
-243
-1% -$32.3K 0.25% 79
2024
Q4 		$2.4M Sell
18,330
-105
-0.6% -$13.8K 0.21% 90
2024
Q3 		$2.28M Buy
18,435
+214
+1% +$24.2K 0.2% 98
2024
Q2 		$1.93M Sell
18,221
-1,550
-8% -$164K 0.18% 108
2024
Q1 		$2.06M Buy
+19,771
New +$1.99M 0.13% 116
2023
Q2 		– Sell
-2,719
Closed -$215K – 529
2023
Q1 		$215K Buy
+2,719
New +$197K 0.02% 418
2022
Q2 		– Sell
-2,559
Closed -$225K – 545
2022
Q1 		$225K Buy
2,559
+250
+11% +$21.7K 0.02% 444
2021
Q4 		$231K Buy
+2,309
New +$213K 0.02% 455

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's TW Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Tradeweb Markets (TW) stake by 1.3% in Q1 2025, selling an estimated $32.3K and leaving 18,087 shares worth $2.69M. The position accounts for 0.25% of the portfolio, ranked #79.

Sheaff Brock Investment Advisors first reported a position in TW in Q4 2021 and has held it in 8 quarters since. 550 funds tracked by Wall St. Rank hold TW as of Q1 2025.

  • Sheaff Brock Investment Advisors held 18,087 shares of Tradeweb Markets worth $2.69M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 243 Tradeweb Markets shares in Q1 2025, an estimated $32.3K.
  • Tradeweb Markets made up 0.25% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #79 holding.
  • Sheaff Brock Investment Advisors first reported a position in Tradeweb Markets in Q4 2021 and has held it in 8 quarters since.
  • 550 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.