Latest Institutional Transactions on Independent Bank Group, Inc. (IBTX)
This table provides information on the latest institutional transactions involving Independent Bank Group, Inc. (IBTX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
663New |
$29.2K - $43.2K
|
663
$41.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-596- 47.49% |
$26.3K - $38.9K
|
659
$41.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
709New |
$31.2K - $46.2K
|
709
$44.8K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.7KNew |
$1.56M - $1.82M
|
26.7K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$3.5K - $4.09K
|
60
$3.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.16K- 7.69% |
$301K - $351K
|
61.9K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34New |
$1.98K - $2.32K
|
34
$2.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.54KNew |
$207K - $241K
|
3.54K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.15K+ 61.81% |
$301K - $351K
|
13.5K
$853K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-17.5K- 64.67% |
$1.02M - $1.19M
|
9.57K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.3KNew |
$251K - $293K
|
4.3K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.3K- 23.81% |
$75.6K - $88.3K
|
4.15K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32New |
$1.87K - $2.18K
|
32
$2.02K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 70.0% |
$409 - $477
|
3
$190
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$4.32K - $5.04K
|
74
$4.68K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-104- 0.09% |
$6.07K - $7.08K
|
119K
$7.51M
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-22Closed |
$1.35K - $1.67K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
9.48KNew |
$582K - $718K
|
9.48K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58- 0.1% |
$3.56K - $4.39K
|
56.9K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
468+ 1.66% |
$28.7K - $35.4K
|
28.7K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
180+ 0.78% |
$11.1K - $13.6K
|
23.1K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2New |
$123 - $151
|
2
$126
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
26.8KNew |
$1.65M - $2.03M
|
26.8K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.2KNew |
$686K - $847K
|
11.2K
$707K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
6.65KNew |
$408K - $504K
|
6.65K
$420K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 72.22% |
$798 - $984
|
5
$316
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
88.6KNew |
$5.44M - $6.71M
|
88.6K
$5.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 86.67% |
$4.79K - $5.91K
|
12
$759
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
604New |
$37.1K - $45.7K
|
604
$38.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
468+ 1.66% |
$28.7K - $35.4K
|
28.7K
$1.81M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.24KNew |
$411K - $457K
|
6.24K
$394K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$1.25K - $1.39K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.1KClosed |
$205K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 0.5% |
$989 - $1.1K
|
3.04K
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-4.37KClosed |
$288K - $320K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1.81K- 96.64% |
$119K - $133K
|
63
$3.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6- 10.34% |
$395 - $439
|
52
$3.29K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.68KNew |
$243K - $269K
|
3.68K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-431- 7.67% |
$28.4K - $31.6K
|
5.19K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-101Closed |
$6.66K - $7.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-5.83KClosed |
$384K - $427K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-3.2KClosed |
$211K - $234K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.52KClosed |
$298K - $331K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$204K - $227K
|
3.1K
$196K
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-15.3K- 32.85% |
$1.01M - $1.12M
|
31.3K
$1.98M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-290- 8.87% |
$19.1K - $21.2K
|
2.98K
$188K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$1.52K - $1.68K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-27KClosed |
$1.78M - $1.98M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
67New |
$4.42K - $4.91K
|
67
$4.24K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-195- 0.71% |
$13.9K - $15.4K
|
27.2K
$1.72M
|
|