Purchases and Sales Made in Q2 2023 in Interactive Brokers Group, Inc. (IBKR)
This table provides information about the institutional ownership of Interactive Brokers Group, Inc. (IBKR) during Q2 2023. The information is specifically focused on institutions that hold shares of Interactive Brokers Group, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
408+ 12.27% |
$29.1K - $34.6K
|
3.73K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 8.0% |
$28.6K - $33.9K
|
5.4K
$1.01M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
347+ 0.52% |
$24.8K - $29.4K
|
66.5K
$12.5M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
337+ 3.79% |
$24.1K - $28.6K
|
9.23K
$1.73M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
333+ 2.11% |
$23.8K - $28.2K
|
16.1K
$3.03M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
333+ 358.06% |
$23.8K - $28.2K
|
426
$80K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
271+ 7.77% |
$19.4K - $23K
|
3.76K
$707K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
268+ 2.4% |
$19.1K - $22.7K
|
11.4K
$2.15M
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
255+ 40.48% |
$18.2K - $21.6K
|
885
$166K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
246New |
$17.6K - $20.8K
|
246
$46.2K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
234+ 3.57% |
$16.7K - $19.8K
|
6.79K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
227+ 6.41% |
$16.2K - $19.2K
|
3.77K
$708K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
226+ 0.23% |
$16.1K - $19.2K
|
99.9K
$18.8M
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
205+ 3.28% |
$14.6K - $17.4K
|
6.46K
$1.21M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
200New |
$14.3K - $16.9K
|
200
$37.6K
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
200+ 7.84% |
$14.3K - $16.9K
|
2.75K
$517K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
159New |
$11.4K - $13.5K
|
159
$29.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
152New |
$10.9K - $12.9K
|
152
$28.6K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
144New |
$10.3K - $12.2K
|
144
$27.1K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
120+ 15.69% |
$8.57K - $10.2K
|
885
$166K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
113New |
$8.07K - $9.58K
|
113
$21.2K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
109+ 6.75% |
$7.78K - $9.24K
|
1.73K
$324K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$7.14K - $8.47K
|
100
$18.8K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
85New |
$6.07K - $7.2K
|
85
$16K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
84+ 9.28% |
$6K - $7.12K
|
989
$186K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
83New |
$5.93K - $7.03K
|
83
$15.6K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83New |
$5.93K - $7.03K
|
83
$15.6K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
69New |
$4.93K - $5.85K
|
69
$13K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
67+ 0.29% |
$4.78K - $5.68K
|
22.9K
$4.3M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
57+ 0.34% |
$4.07K - $4.83K
|
16.9K
$3.17M
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
54New |
$3.86K - $4.58K
|
54
$10.1K
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
54New |
$3.86K - $4.58K
|
54
$10.1K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 16.51% |
$3.71K - $4.41K
|
367
$68.9K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
52+ 6.22% |
$3.71K - $4.41K
|
888
$167K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 89.29% |
$3.57K - $4.24K
|
106
$19.9K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49New |
$3.5K - $4.15K
|
49
$9.21K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48New |
$3.43K - $4.07K
|
48
$9.02K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44+ 6.51% |
$3.14K - $3.73K
|
720
$135K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43New |
$3.07K - $3.64K
|
43
$8.08K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.42% |
$2.78K - $3.3K
|
2.79K
$524K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 11.04% |
$2.64K - $3.14K
|
372
$69.9K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 336.36% |
$2.64K - $3.14K
|
48
$9.02K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
35New |
$2.5K - $2.97K
|
35
$6.58K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
31+ 12.86% |
$2.21K - $2.63K
|
272
$51.1K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$2.14K - $2.54K
|
30
$5.64K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.64% |
$1.79K - $2.12K
|
3.96K
$743K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
25New |
$1.79K - $2.12K
|
25
$4.7K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$1.21K - $1.44K
|
17
$3.19K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.09% |
$1.21K - $1.44K
|
18.2K
$3.42M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 2.33% |
$857 - $1.02K
|
528
$99.2K
|