MAI Capital Management's ownership history for IBKR


MAI Capital Management currently holds 5.6K shares with a market value of $372.5K. It started holding IBKR on 2024-12-31. At its peak, it held 5.7K shares on 2025-12-31. Its highest holding value was $372.5K on 2026-03-31. At its lowest, it held 144 shares on 2024-12-31, with a value of $25.4K on 2024-12-31. In the recent 180 days, MAI Capital Management has increased its shares by 4.8K. In the recent year, MAI Capital Management has increased its shares by 5.4K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $26.8K on 2025-03-31. At its peak, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $27.5K on 2025-09-30. At its lowest, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $16.6K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its holdings by 0 contracts. In the recent year, MAI Capital Management has increased its holdings by 3 contracts.


MAI Capital Management's ownership history for IBKR
MAI Capital Management's ownership history for IBKR Call Options