Purchases and Sales Made in Q1 2024 in Interactive Brokers Group, Inc. (IBKR)
This table provides information about the institutional ownership of Interactive Brokers Group, Inc. (IBKR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24New |
$2.03K - $2.68K
|
24
$4.01K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23New |
$1.94K - $2.57K
|
23
$3.84K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 2.47% |
$1.94K - $2.57K
|
956
$160K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 20.75% |
$1.86K - $2.46K
|
128
$21.4K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
19+ 0.26% |
$1.61K - $2.12K
|
7.4K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19New |
$1.61K - $2.12K
|
19
$3.18K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.37% |
$1.52K - $2.01K
|
4.85K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 22.97% |
$1.44K - $1.9K
|
91
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
17+ 0.62% |
$1.44K - $1.9K
|
2.76K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14New |
$1.18K - $1.56K
|
14
$2.34K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13New |
$1.1K - $1.45K
|
13
$2.17K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 150.0% |
$1.01K - $1.34K
|
20
$3.34K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 2.49% |
$930 - $1.23K
|
453
$75.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7New |
$592 - $782
|
7
$1.17K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 1.03% |
$507 - $670
|
591
$98.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 71.43% |
$423 - $559
|
12
$2.01K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$169 - $223
|
2
$334
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 18.18% |
$169 - $223
|
13
$2.17K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.18% |
$169 - $223
|
1.11K
$186K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$84.6 - $112
|
721
$121K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.14% |
$84.6 - $112
|
720
$120K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$84.6 - $112
|
4
$669
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 1.61% |
$254 - $335
|
183
$30.6K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 0.98% |
$338 - $447
|
403
$67.4K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4Closed |
$338 - $447
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6- 0.78% |
$507 - $670
|
759
$127K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.64% |
$761 - $1.01K
|
1.4K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9- 1.88% |
$761 - $1.01K
|
469
$78.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14- 5.07% |
$1.18K - $1.56K
|
262
$43.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22- 2.39% |
$1.86K - $2.46K
|
898
$150K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-43- 50.59% |
$3.64K - $4.8K
|
42
$7.02K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-47- 11.66% |
$3.97K - $5.25K
|
356
$59.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-49- 28.65% |
$4.14K - $5.47K
|
122
$20.4K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-53- 0.46% |
$4.48K - $5.92K
|
11.4K
$1.9M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-54- 14.1% |
$4.57K - $6.03K
|
329
$55K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-55- 0.17% |
$4.65K - $6.14K
|
32.5K
$5.44M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-56- 52.34% |
$4.73K - $6.26K
|
51
$8.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-77- 1.99% |
$6.51K - $8.6K
|
3.8K
$635K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-84- 52.83% |
$7.1K - $9.38K
|
75
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-88- 3.34% |
$7.44K - $9.83K
|
2.55K
$426K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-113- 8.73% |
$9.55K - $12.6K
|
1.18K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-117- 1.19% |
$9.89K - $13.1K
|
9.68K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-144- 12.01% |
$12.2K - $16.1K
|
1.06K
$176K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-146- 4.55% |
$12.3K - $16.3K
|
3.06K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 1.6% |
$12.8K - $16.9K
|
9.31K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-153- 2.68% |
$12.9K - $17.1K
|
5.56K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-154- 4.55% |
$13K - $17.2K
|
3.23K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-155- 3.84% |
$13.1K - $17.3K
|
3.88K
$648K
|