IBKR

Interactive Brokers Gro-cl A

Latest period2024 - Q4Total superinvestors72

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 72 superinvestors own shares of Interactive Brokers Gro-cl A (IBKR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Interactive Brokers Gro-cl A (IBKR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Interactive Brokers Gro-cl A (IBKR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Interactive Brokers Gro-cl A (IBKR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -0.24%
0.04%
$636,542
3,603 shares@ 176.67 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Decreased -10.16%
0.28%
$541,908
3,067 shares@ 176.69 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -41.71%
0.03%
$444,502
2,516 shares@ 176.68 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Decreased -4.18%
0.08%
$392,707
2,223 shares@ 176.66 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -12.78%
0.22%
$386,907
2,190 shares@ 176.67 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -2%
0.06%
$345,213
1,954 shares@ 176.67 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -46.43%
0.01%
$307,582
1,741 shares@ 176.67 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
Decreased -7.76%
0.12%
$182,687
1,034 shares@ 176.68 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -46.47%
0.04%
$54,945
311 shares@ 176.68 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -25.36%
0.01%
$18,197
103 shares@ 176.67 avg price