Chicago Partners Investment Group LLC
Position in TW — Tradeweb Markets Inc.
CIK 1563525
CHICAGO, IL
Position in TW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$778,673
New position
Shares Held
6,618
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 18%
Shared 0%
None 82%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $18,002,188 across 17 Capital Markets names. TW ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
106,904 | $3,664,669 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,981 | $3,367,886 | |
| 3 | SCHW |
Schwab Charles Corp
|
34,259 | $3,219,660 | |
| 4 | MS |
Morgan Stanley
|
11,914 | $1,960,686 | |
| 5 | EVR |
Evercore Inc.
|
4,170 | $1,244,786 | |
| 6 | SF |
Stifel Financial Corp
|
12,108 | $895,023 | |
| 7 | TW |
Tradeweb Markets Inc.
This page
|
6,618 | $778,673 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,905 | $644,246 |
All Filings in TW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $778,673 | 6,618 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||