Institutional Ownership Independent Bank Corp (IBCP)
This table provides information about the institutional ownership of Independent Bank Corp (IBCP). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $539 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
58
shares
|
$1,904
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
45
shares
|
$1,477
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
35
shares
|
$1,149
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
35
shares
|
$1,149
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$1,149
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
28
shares
|
$919
0.0% of portfolio
|
Q1 2025
Reduced 37.78%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
27
shares
|
$886
0.0% of portfolio
|
Q2 2025
Reduced 91.03%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
25
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19
shares
|
$623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
15
shares
|
$492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$394
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
10
shares
|
$328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
8
shares
|
$262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8
shares
|
$262
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
4
shares
|
$131
0.0% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$65
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|