Institutional Ownership Independent Bank Group, Inc. (IBTX)
This table provides information about the institutional ownership of Independent Bank Group, Inc. (IBTX). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
21
shares
|
$1,280
0.0% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$1,036
0.0% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
16
shares
|
$975
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
14
shares
|
$853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9
shares
|
$548
0.0% of portfolio
|
Q1 2024
Added 12.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
7
shares
|
$426
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$304
0.0% of portfolio
|
Q4 2021
Reduced 66.67%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4
shares
|
$243
0.0% of portfolio
|
Q4 2023
Reduced 98.12%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3
shares
|
$182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
3
shares
|
$182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|