Source Financial Advisors LLC / MKTX
Source Financial Advisors LLC’s Marketaxess Hldgs Inc Position
Does Source Financial Advisors LLC own Marketaxess Hldgs Inc (MKTX)? Yes — 115.5K shares worth $30M (+8.74% of its 13F portfolio) as of Q3 2024, up from 115.4K shares the prior filed quarter.
Position Value
$30M
Q3 2024
Shares
115.5K
% of Portfolio
+8.74%
Quarters Held
16
currently held
Position History MKTX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 115.5K | $30M | +8.74% |
| Q2 2024 | 115.4K | $23M | +7.11% |
| Q1 2024 | 115.2K | $25M | +7.67% |
| Q4 2023 | 115.0K | $34M | +10.45% |
| Q3 2023 | 115.0K | $25M | +8.29% |
| Q2 2023 | 115.0K | $30M | +9.87% |
| Q1 2023 | 115.0K | $45M | +15.08% |
| Q4 2022 | 122.0K | $34M | +12.79% |
| Q3 2022 | 122.0K | $27M | +10.75% |
| Q2 2022 | 122.0K | $31M | +12.24% |
| Q1 2022 | 130.2K | $44M | +13.04% |
| Q4 2021 | 130.2K | $54M | +14.45% |
| Q3 2021 | 130.2K | $55M | +14.22% |
| Q2 2021 | 130.2K | $60M | +15.54% |
| Q1 2021 | 130.2K | $65M | +17.30% |
| Q4 2020 | 130.2K | $74M | +20.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of MKTX.