Free Trial

MarketWise (MKTW) Institutional Ownership

$1.55
-0.07 (-4.32%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.33M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.20M
Get MKTW Insider Trade Alerts

Want to know when executives and insiders are buying or selling MarketWise stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Fiducient Advisors LLC50,000$86K0.0%N/A0.015%
4/25/2024 MTM Investment Management LLC25,000$43K0.0%N/A0.008%
3/25/2024 Quadrature Capital Ltd16,624$46K0.0%N/A0.005%
2/15/2024 Greenhaven Road Investment Management L.P.4,396,616$1.20M0.5%-3.4%1.343%
2/14/2024 Penn Mutual Asset Management LLC75,960$207K0.2%N/A0.023%
2/7/2024 Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
1/26/2024 Harbor Investment Advisory LLC13,000$35K0.0%N/A0.004%
1/12/2024 SG Americas Securities LLC18,499$51K0.0%+30.2%0.006%
1/12/2024 Heron Bay Capital Management23,978$65K0.0%N/A0.007%
11/22/2023 Cannell Capital LLC747,079$1.20M0.3%-34.6%0.228%
11/9/2023 Formidable Asset Management LLC713,822$1.14M0.2%+50.3%0.218%
10/24/2023 Bank of New York Mellon Corp171,744$275K0.0%-59.3%0.052%
8/15/2023 Cannell Capital LLC1,142,263$2.29M0.5%N/A0.350%
8/15/2023Castle Creek Arbitrage LLC38,375$77K0.0%-31.9%0.012%
8/4/2023 American International Group Inc.15,255$31K0.0%+85.7%0.005%
7/27/2023Virtu Financial LLC14,230$28K0.0%N/A0.004%
7/24/2023 Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
7/18/2023 Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
5/16/2023 Greenhaven Road Investment Management L.P.412,577$732K0.4%-90.5%0.127%
5/12/2023 Deuterium Capital Management LLC18,019$33K0.1%N/A0.006%
5/9/2023 Formidable Asset Management LLC467,822$750K0.2%+18.7%0.144%
5/8/2023Praetorian Capital Management LLC367,858$681K0.5%-28.0%0.113%
2/10/2023 Rovida Advisors Inc.105,824$178K0.1%-78.1%0.033%
2/7/2023 Formidable Asset Management LLC394,249$656K0.1%-4.3%0.121%
11/16/2022 Greenhaven Road Investment Management L.P.4,355,844$9.93M6.0%+74.2%1.340%
11/15/2022 Eschler Asset Management LLP110,851$253K0.6%+6.1%0.034%
11/15/2022 Formidable Asset Management LLC411,749$967K0.2%+277.8%0.127%
11/14/2022 Taconic Capital Advisors LP61,637$141K0.0%N/A0.019%
11/8/2022 Allianz Asset Management GmbH150,000$258K0.0%-70.0%0.047%
11/8/2022 New York State Common Retirement Fund12,641$29K0.0%-53.2%0.004%
11/7/2022 Jump Financial LLC13,986$32K0.0%N/A0.004%
11/3/2022 Privium Fund Management B.V.23,079$53K0.0%N/A0.007%
11/3/2022 Royce & Associates LP1,211,400$2.76M0.0%+473.0%0.380%
10/25/2022 Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022 Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022 Formidable Asset Management LLC108,995$392K0.1%-73.0%0.034%
8/16/2022 Corton Capital Inc.41,759$150K0.1%-49.0%0.013%
8/16/2022 Delphia USA Inc.43,281$156K0.1%-23.6%0.014%
8/15/2022 Eschler Asset Management LLP104,476$376K0.8%-16.4%0.033%
8/8/2022 Phraction Management LLC114,850$413K0.3%N/A0.036%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
5/17/2022Highline Capital Management L.P.1,060,853$5.01M6.1%-21.0%0.332%
5/13/2022 Cohanzick Management LLC104,466$493K0.1%+43.1%0.033%
5/9/2022 Qube Research & Technologies Ltd28,610$135K0.0%N/A0.009%
5/5/2022 Royce & Associates LP211,400$998K0.0%+13.4%0.066%
5/4/2022 Wolverine Asset Management LLC11,459$54K0.0%+252.3%0.004%
5/4/2022 Formidable Asset Management LLC402,994$1.90M0.4%+612.1%0.126%
4/26/2022 Sciencast Management LP60,342$261K0.1%N/A0.019%
2/15/2022 Schonfeld Strategic Advisors LLC1,468,900$11.08M0.1%+44.5%0.464%
2/14/2022 Divisadero Street Capital Management LP436,281$3.29M2.7%N/A0.138%
2/8/2022 CIBC Asset Management Inc13,158$125K0.0%N/A0.004%
2/7/2022 Royce & Associates LP186,400$1.41M0.0%+272.8%0.059%
2/7/2022 Formidable Asset Management LLC56,595$404K0.1%-30.6%0.018%
2/3/2022 Phraction Management LLC89,850$677K0.4%N/A0.028%
11/16/2021 Schonfeld Strategic Advisors LLC1,016,600$8.40M0.1%N/A0.319%
11/15/2021 Point72 Asset Management L.P.1,087,113$8.98M0.0%N/A0.341%
11/15/2021 Polar Asset Management Partners Inc.1,000,000$8.26M0.1%N/A0.313%
11/15/2021 Marshall Wace LLP36,858$304K0.0%-93.9%0.012%
11/15/2021 Westchester Capital Management LLC94,129$778K0.0%N/A0.029%
11/15/2021 Penserra Capital Management LLC5,320$43K0.0%N/A0.002%
11/12/2021 Wolverine Asset Management LLC5,496$45K0.0%N/A0.002%
11/12/2021 Cohanzick Management LLC22,994$190K0.0%N/A0.007%
11/12/2021 Geode Capital Management LLC194,501$1.61M0.0%N/A0.061%
11/12/2021 Magnetar Financial LLC104,325$862K0.0%N/A0.033%
11/10/2021 Formidable Asset Management LLC81,500$673K0.1%N/A0.026%
11/9/2021 BlackRock Inc.50,179$414K0.0%N/A0.016%
11/9/2021 Monashee Investment Management LLC300,000$2.48M0.5%N/A0.094%
11/3/2021 Kornitzer Capital Management Inc. KS668,243$5.52M0.1%N/A0.209%
11/2/2021 Victory Capital Management Inc.37,811$312K0.0%N/A0.012%
8/25/2021 Marshall Wace LLP605,163$6.02M0.0%N/A0.190%
5/18/2021 RiverPark Advisors LLC417,833$4.14M0.7%N/A0.807%
5/18/2021 Corvex Management LP49,386$489K0.0%N/A0.095%
5/18/2021 Bluefin Capital Management LLC77,424$766K0.0%-63.0%0.150%
5/18/2021 Berkley W R Corp157,732$1.56M0.2%+165.2%0.305%
5/18/2021 Black Maple Capital Management LP10,000$99K0.1%N/A0.019%
5/17/2021 Vivaldi Asset Management LLC236,682$2.34M0.5%+1,398.0%0.457%
5/17/2021 Schonfeld Strategic Advisors LLC45,000$446K0.0%N/A0.087%
5/17/2021 Shaolin Capital Management LLC1,050,000$10.40M0.4%+3,010.0%2.029%
5/17/2021 Aristeia Capital LLC750,000$7.43M0.1%-72.6%1.449%
5/17/2021 Kohlberg Kravis Roberts & Co. L.P.265,651$2.63M0.0%N/A0.513%
5/17/2021 Vivaldi Capital Management LLC11,856$117K0.0%N/A0.023%
5/17/2021 CSS LLC IL14,000$139K0.0%-21.6%0.027%
5/17/2021Omni Partners LLP891,015$8.82M0.4%+28.1%1.722%
5/17/2021 Woodline Partners LP2,493,236$24.68M0.5%-58.5%4.818%
5/17/2021HBK Investments L P439,971$4.36M0.0%-2.2%0.850%
5/17/2021 Maso Capital Partners Ltd300,000$2.97M1.1%N/A0.580%
5/17/2021 BlueCrest Capital Management Ltd200,000$1.98M0.0%N/A0.386%
5/17/2021 Goldman Sachs Group Inc.436,606$4.32M0.0%+1,019.5%0.844%
5/14/2021 OMERS ADMINISTRATION Corp30,000$297K0.0%+50.0%0.058%
5/14/2021 Arrowstreet Capital Limited Partnership103,748$1.03M0.0%N/A0.200%
5/14/2021 Weiss Asset Management LP1,723,921$17.07M0.5%+2,198.6%3.331%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
5/14/2021 Periscope Capital Inc.700,000$6.93M0.3%+7.5%1.353%
5/14/2021 Dynamic Technology Lab Private Ltd10,053$100K0.0%-49.7%0.019%
5/13/2021 Wolverine Asset Management LLC92,229$913K0.0%+59.6%0.178%
5/13/2021 Penserra Capital Management LLC16,382$162K0.0%N/A0.032%
5/13/2021 Bank of Montreal Can2,408,439$23.99M0.0%N/A4.654%
5/12/2021 Highbridge Capital Management LLC1,226,187$12.14M0.5%N/A2.369%
5/11/2021 Toronto Dominion Bank189,370$1.88M0.0%-6.1%0.366%
5/10/2021 Basso Capital Management L.P.455,750$4.51M0.7%N/A0.881%
5/6/2021 BCK Capital Management LP53,487$530K0.3%N/A0.103%
4/27/2021 Tuttle Tactical Management13,487$134K0.1%N/A0.026%
(Data available from 1/1/2016 forward)

MKTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MKTW shares?

During the previous two years, 30 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Royce & Associates LP ($2.76M), Formidable Asset Management LLC ($1.23M), Greenhaven Road Investment Management L.P. ($1.20M), Cannell Capital LLC ($1.20M), Praetorian Capital Management LLC ($681K), Phraction Management LLC ($413K), and Bank of New York Mellon Corp ($275K).Learn more on MKTW's institutional investors.

What percentage of MarketWise stock is owned by institutional investors?

23.04% of MarketWise stock is owned by institutional investors. Learn more on MKTW's institutional investor holdings.

Which institutional investors have been buying MarketWise stock?

Of the 22 institutional investors that purchased MarketWise stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Greenhaven Road Investment Management L.P. ($1.86M), Cannell Capital LLC ($1.14M), Royce & Associates LP ($1M), Formidable Asset Management LLC ($615.33K), Phraction Management LLC ($114.85K), Janney Montgomery Scott LLC ($94.10K), and Penn Mutual Asset Management LLC ($75.96K).

How much institutional buying is happening at MarketWise?

Institutional investors have bought a total of 5,256,914 shares in the last 24 months. This purchase volume represents approximately $11.61M in transactions.

Which MarketWise major shareholders have been selling company stock?

Of the 12 institutional investors that sold MarketWise stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenhaven Road Investment Management L.P. ($4.10M), Formidable Asset Management LLC ($573.50K), Cannell Capital LLC ($395.18K), Rovida Advisors Inc. ($377.90K), Allianz Asset Management GmbH ($350K), Bank of New York Mellon Corp ($250.56K), and Praetorian Capital Management LLC ($142.98K).

How much institutional selling is happening at MarketWise?

Institutional investors have sold a total of 6,293,569 shares in the last 24 months. This volume of shares sold represents approximately $12.58M in transactions.


This page (NASDAQ:MKTW) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners