Latest Institutional Transactions on Interactive Brokers Group, Inc. (IBKR)
This table provides information on the latest institutional transactions involving Interactive Brokers Group, Inc. (IBKR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
89+ 356.0% |
$7.3K - $8.41K
|
114
$6.59K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 2.81% |
$8.69K - $10K
|
3.88K
$224K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-327- 0.88% |
$26.8K - $30.9K
|
36.8K
$2.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
19.7K+ 208.57% |
$1.62M - $1.87M
|
29.2K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$1.15K - $1.32K
|
14
$810
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-48- 37.21% |
$3.93K - $4.53K
|
81
$4.69K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.38KNew |
$277K - $319K
|
3.38K
$195K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$8.93K - $10.3K
|
109
$6.3K
|
|
| Q2 2023 | |||||||
|
Apr 25, 2025
Q2 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-6KClosed |
$428K - $508K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.89K- 46.68% |
$206K - $244K
|
3.3K
$191K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.5K+ 51.37% |
$536K - $636K
|
22.1K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-101- 1.11% |
$7.21K - $8.56K
|
9.01K
$521K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-111- 22.65% |
$7.93K - $9.41K
|
379
$21.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.5KNew |
$1.89M - $2.25M
|
26.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-69.4K- 69.45% |
$4.96M - $5.88M
|
30.5K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
10KNew |
$714K - $847K
|
10K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
32.2K+ 46.44% |
$2.3M - $2.73M
|
102K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.72K+ 30.54% |
$694K - $824K
|
41.6K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-68.4K- 83.0% |
$4.89M - $5.8M
|
14K
$811K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 11.7% |
$42.8K - $50.8K
|
4.53K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
342K+ 2885.16% |
$24.4M - $28.9M
|
353K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49New |
$3.5K - $4.15K
|
49
$2.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-50- 13.51% |
$3.57K - $4.24K
|
320
$18.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-348- 9.56% |
$24.9K - $29.5K
|
3.29K
$191K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-1.06K- 14.78% |
$75.6K - $89.7K
|
6.1K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-850- 6.24% |
$60.7K - $72K
|
12.8K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
152New |
$10.9K - $12.9K
|
152
$8.79K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-344- 11.64% |
$24.6K - $29.2K
|
2.61K
$151K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-101- 2.44% |
$7.21K - $8.56K
|
4.04K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600New |
$42.8K - $50.8K
|
600
$34.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
113New |
$8.07K - $9.58K
|
113
$6.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
200New |
$14.3K - $16.9K
|
200
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
593+ 10.88% |
$42.3K - $50.3K
|
6.04K
$350K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
234+ 3.57% |
$16.7K - $19.8K
|
6.79K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.7K- 29.45% |
$335K - $398K
|
11.3K
$651K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
54New |
$3.86K - $4.58K
|
54
$3.12K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
69New |
$4.93K - $5.85K
|
69
$3.99K
|
|
| Q1 2023 | |||||||
|
May 10, 2024
Q1 2023
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
100New |
$7.14K - $8.92K
|
100
$5.78K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$428 - $535
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 72.73% |
$1.14K - $1.43K
|
6
$347
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.15M - $2.69M
|
30.1K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
27KNew |
$1.93M - $2.41M
|
27K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-72- 1.68% |
$5.14K - $6.42K
|
4.22K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.67KNew |
$262K - $327K
|
3.67K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
227+ 64.49% |
$16.2K - $20.3K
|
579
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-357K- 99.89% |
$25.5M - $31.9M
|
396
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
24.2K+ 11.72% |
$1.73M - $2.16M
|
231K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.92KNew |
$208K - $260K
|
2.92K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
19.2KNew |
$1.37M - $1.71M
|
19.2K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
22.5K+ 122.55% |
$1.61M - $2.01M
|
40.9K
$2.36M
|
|