Purchases and Sales Made in Q3 2023 in Interactive Brokers Group, Inc. (IBKR)
This table provides information about the institutional ownership of Interactive Brokers Group, Inc. (IBKR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
700+ 8.24% |
$57.4K - $66.1K
|
9.2K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
664+ 20.14% |
$54.4K - $62.7K
|
3.96K
$723K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
648+ 19.33% |
$53.1K - $61.2K
|
4K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
646+ 2.86% |
$53K - $61K
|
23.2K
$4.24M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
643+ 5.28% |
$52.7K - $60.7K
|
12.8K
$2.34M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
638+ 234.56% |
$52.3K - $60.3K
|
910
$166K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
566+ 11.34% |
$46.4K - $53.5K
|
5.56K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
554+ 32.12% |
$45.4K - $52.3K
|
2.28K
$416K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
531+ 10.45% |
$43.5K - $50.2K
|
5.61K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
523+ 265.48% |
$42.9K - $49.4K
|
720
$131K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
520+ 0.55% |
$42.6K - $49.1K
|
95K
$17.3M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
459New |
$37.6K - $43.4K
|
459
$83.8K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
395+ 1.37% |
$32.4K - $37.3K
|
29.3K
$5.35M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
349+ 2.81% |
$28.6K - $33K
|
12.8K
$2.33M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
326+ 0.18% |
$26.7K - $30.8K
|
181K
$33.1M
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
300+ 4.44% |
$24.6K - $28.3K
|
7.05K
$1.29M
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
283+ 0.95% |
$23.2K - $26.7K
|
30K
$5.47M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
267+ 1.58% |
$21.9K - $25.2K
|
17.2K
$3.13M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
263+ 29.62% |
$21.6K - $24.8K
|
1.15K
$210K
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
261+ 3.76% |
$21.4K - $24.7K
|
7.2K
$1.31M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
254+ 1.58% |
$20.8K - $24K
|
16.4K
$2.99M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
218+ 16.15% |
$17.9K - $20.6K
|
1.57K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
201+ 0.76% |
$16.5K - $19K
|
26.8K
$4.89M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.66% |
$16.4K - $18.9K
|
30.3K
$5.53M
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.79% |
$16.4K - $18.9K
|
25.6K
$4.67M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
191+ 0.94% |
$15.7K - $18K
|
20.5K
$3.73M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
191New |
$15.7K - $18K
|
191
$34.9K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
176+ 0.87% |
$14.4K - $16.6K
|
20.4K
$3.72M
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
166+ 0.18% |
$13.6K - $15.7K
|
90.9K
$16.6M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 24.92% |
$12.3K - $14.2K
|
752
$137K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
144New |
$11.8K - $13.6K
|
144
$26.3K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
133+ 1.15% |
$10.9K - $12.6K
|
11.7K
$2.14M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133+ 2.13% |
$10.9K - $12.6K
|
6.38K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
129+ 3.83% |
$10.6K - $12.2K
|
3.5K
$638K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
120+ 1.24% |
$9.84K - $11.3K
|
9.8K
$1.79M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$8.93K - $10.3K
|
109
$19.9K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 2.81% |
$8.69K - $10K
|
3.88K
$707K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
104New |
$8.52K - $9.82K
|
104
$19K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
89+ 356.0% |
$7.3K - $8.41K
|
114
$20.8K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
79+ 0.36% |
$6.48K - $7.46K
|
22.1K
$4.03M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
75New |
$6.15K - $7.09K
|
75
$13.7K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
67+ 46.53% |
$5.49K - $6.33K
|
211
$38.5K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
61+ 29.19% |
$5K - $5.76K
|
270
$49.3K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47+ 56.63% |
$3.85K - $4.44K
|
130
$23.7K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
44New |
$3.61K - $4.16K
|
44
$8.03K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37New |
$3.03K - $3.5K
|
37
$6.75K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$2.05K - $2.36K
|
25
$4.56K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.9% |
$1.48K - $1.7K
|
965
$176K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15New |
$1.23K - $1.42K
|
15
$2.74K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 42.86% |
$1.23K - $1.42K
|
50
$9.13K
|