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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$29.7 - $46
|
7
$425
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$686K - $1.02M
|
15.6K
$945K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-263Closed |
$11.6K - $17.2K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.16K- 36.77% |
$183K - $271K
|
7.15K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.8KNew |
$211K - $313K
|
4.8K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$830K - $1.23M
|
18.9K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
370New |
$16.3K - $24.1K
|
370
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
17K+ 14.44% |
$751K - $1.11M
|
135K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100New |
$4.41K - $6.52K
|
100
$6.07K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-732- 17.19% |
$32.2K - $47.7K
|
3.53K
$214K
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-68.6K- 79.02% |
$3.02M - $4.48M
|
18.2K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
92+ 1.69% |
$4.05K - $6K
|
5.53K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
13New |
$573 - $848
|
13
$789
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
14.5KNew |
$639K - $946K
|
14.5K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.7KNew |
$515K - $763K
|
11.7K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.9KNew |
$1.14M - $1.69M
|
25.9K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
399KNew |
$17.6M - $26M
|
399K
$24.2M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.7KNew |
$295K - $437K
|
6.7K
$407K
|
|
|
May 05, 2023
Q1 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
26.3K+ 23.14% |
$1.16M - $1.72M
|
140K
$8.49M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
64New |
$2.82K - $4.17K
|
64
$3.88K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$881 - $1.3K
|
20
$1.21K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
285+ 14250.0% |
$12.6K - $18.6K
|
287
$17.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 43.75% |
$308 - $457
|
23
$1.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
663New |
$29.2K - $43.2K
|
663
$40.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-596- 47.49% |
$26.3K - $38.9K
|
659
$40K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
709New |
$31.2K - $46.2K
|
709
$43K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.7KNew |
$1.56M - $1.82M
|
26.7K
$1.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$3.5K - $4.09K
|
60
$3.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.16K- 7.69% |
$301K - $351K
|
61.9K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34New |
$1.98K - $2.32K
|
34
$2.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.15K+ 61.81% |
$301K - $351K
|
13.5K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.3KNew |
$251K - $293K
|
4.3K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.54KNew |
$207K - $241K
|
3.54K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-17.5K- 64.67% |
$1.02M - $1.19M
|
9.57K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.3K- 23.81% |
$75.6K - $88.3K
|
4.15K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32New |
$1.87K - $2.18K
|
32
$1.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$4.32K - $5.04K
|
74
$4.49K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-104- 0.09% |
$6.07K - $7.08K
|
119K
$7.2M
|
|
| 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
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58- 0.1% |
$3.56K - $4.39K
|
56.9K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
468+ 1.66% |
$28.7K - $35.4K
|
28.7K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
180+ 0.78% |
$11.1K - $13.6K
|
23.1K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2New |
$123 - $151
|
2
$121
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
26.8KNew |
$1.65M - $2.03M
|
26.8K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.2KNew |
$686K - $847K
|
11.2K
$678K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
6.65KNew |
$408K - $504K
|
6.65K
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 72.22% |
$798 - $984
|
5
$303
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
88.6KNew |
$5.44M - $6.71M
|
88.6K
$5.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 86.67% |
$4.79K - $5.91K
|
12
$728
|
|