Latest Institutional Purchases of Interactive Brokers Group, Inc. (IBKR)
This list provides information on the latest institutional transactions involving Interactive Brokers Group, Inc. (IBKR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
217+ 8.76% |
$18.3K - $24.2K
|
2.69K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
168New |
$14.2K - $18.8K
|
168
$11.4K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$8.46K - $11.2K
|
100
$6.76K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
26New |
$2.2K - $2.9K
|
26
$1.76K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23New |
$1.94K - $2.57K
|
23
$1.56K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19New |
$1.61K - $2.12K
|
19
$1.28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
123KNew |
$9.36M - $11M
|
123K
$8.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
CALL |
20.1KNew |
$1.54M - $1.8M
|
20.1K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.99KNew |
$457K - $537K
|
5.99K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.72KNew |
$361K - $423K
|
4.72K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.7KNew |
$206K - $242K
|
2.7K
$183K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
353+ 277.95% |
$27K - $31.7K
|
480
$32.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
343+ 3.02% |
$26.2K - $30.8K
|
11.7K
$791K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
255+ 1700.0% |
$19.5K - $22.9K
|
270
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
160New |
$12.2K - $14.3K
|
160
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
87New |
$6.65K - $7.8K
|
87
$5.88K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$5.73K - $6.73K
|
75
$5.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64New |
$4.89K - $5.74K
|
64
$4.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32+ 1066.67% |
$2.45K - $2.87K
|
35
$2.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
29New |
$2.22K - $2.6K
|
29
$1.96K
|
|
|
Feb 14, 2024
Q4 2023
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10New |
$764 - $897
|
10
$676
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3New |
$229 - $269
|
3
$203
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
73.4K+ 78.94% |
$6.01M - $6.93M
|
166K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
54.3KNew |
$4.45M - $5.13M
|
54.3K
$3.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
19.7K+ 208.57% |
$1.62M - $1.87M
|
29.2K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.64KNew |
$708K - $816K
|
8.64K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.99KNew |
$655K - $755K
|
7.99K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
4.7K+ 0.89% |
$385K - $444K
|
534K
$36.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.38KNew |
$277K - $319K
|
3.38K
$229K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
176+ 0.87% |
$14.4K - $16.6K
|
20.4K
$1.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$8.93K - $10.3K
|
109
$7.37K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 2.81% |
$8.69K - $10K
|
3.88K
$262K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
89+ 356.0% |
$7.3K - $8.41K
|
114
$7.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
44New |
$3.61K - $4.16K
|
44
$2.98K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$2.05K - $2.36K
|
25
$1.69K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15New |
$1.23K - $1.42K
|
15
$1.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14New |
$1.15K - $1.32K
|
14
$947
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$1.15K - $1.32K
|
14
$947
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
342K+ 2885.16% |
$24.4M - $28.9M
|
353K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
32.2K+ 46.44% |
$2.3M - $2.73M
|
102K
$6.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.5KNew |
$1.89M - $2.25M
|
26.5K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
10KNew |
$714K - $847K
|
10K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.72K+ 30.54% |
$694K - $824K
|
41.6K
$2.81M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.5K+ 51.37% |
$536K - $636K
|
22.1K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600New |
$42.8K - $50.8K
|
600
$40.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
593+ 10.88% |
$42.3K - $50.3K
|
6.04K
$409K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
234+ 3.57% |
$16.7K - $19.8K
|
6.79K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
152New |
$10.9K - $12.9K
|
152
$10.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
113New |
$8.07K - $9.58K
|
113
$7.64K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
69New |
$4.93K - $5.85K
|
69
$4.67K
|
|