Purchases and Sales Made in Q2 2022 in Independent Bank Group, Inc. (IBTX)
This table provides information about the institutional ownership of Independent Bank Group, Inc. (IBTX) during Q2 2022. The information is specifically focused on institutions that hold shares of Independent Bank Group, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
140+ 0.53% |
$9.23K - $10.3K
|
26.5K
$1.61M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
127+ 2.69% |
$8.37K - $9.3K
|
4.85K
$294K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
118+ 1.48% |
$7.78K - $8.64K
|
8.09K
$491K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
108+ 0.57% |
$7.12K - $7.91K
|
19K
$1.15M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
94+ 47.47% |
$6.19K - $6.88K
|
292
$17.7K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
88+ 0.33% |
$5.8K - $6.44K
|
26.5K
$1.61M
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
67New |
$4.42K - $4.91K
|
67
$4.06K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 172.73% |
$3.76K - $4.17K
|
90
$5.46K
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
44+ 0.55% |
$2.9K - $3.22K
|
8.04K
$488K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
34+ 4.4% |
$2.24K - $2.49K
|
807
$49K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.55% |
$1.98K - $2.2K
|
5.44K
$330K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 28.87% |
$1.85K - $2.05K
|
125
$7.58K
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
27+ 0.56% |
$1.78K - $1.98K
|
4.87K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.31% |
$1.52K - $1.68K
|
7.47K
$453K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$1.45K - $1.61K
|
22
$1.33K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$1.38K - $1.54K
|
21
$1.27K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 0.37% |
$1.25K - $1.39K
|
5.17K
$313K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18New |
$1.19K - $1.32K
|
18
$1.09K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 55.17% |
$1.05K - $1.17K
|
45
$2.73K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 0.5% |
$989 - $1.1K
|
3.04K
$184K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.01% |
$659 - $732
|
138K
$8.36M
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
10+ 125.0% |
$659 - $732
|
18
$1.09K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10New |
$659 - $732
|
10
$607
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 4.59% |
$330 - $366
|
114
$6.92K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 22.22% |
$132 - $146
|
11
$667
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 3.33% |
$65.9 - $73.2
|
31
$1.88K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 13.64% |
$198 - $220
|
19
$1.15K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6- 10.34% |
$395 - $439
|
52
$3.15K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 4.41% |
$395 - $439
|
130
$7.89K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7- 0.17% |
$461 - $513
|
4.22K
$256K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-8- 6.67% |
$527 - $586
|
112
$6.8K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10Closed |
$659 - $732
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 0.07% |
$725 - $805
|
15.7K
$952K
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13- 0.09% |
$857 - $952
|
14.7K
$894K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-15- 0.16% |
$989 - $1.1K
|
9.31K
$565K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$1.25K - $1.39K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$1.52K - $1.68K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-54- 36.24% |
$3.56K - $3.95K
|
95
$5.76K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60- 3.78% |
$3.95K - $4.39K
|
1.53K
$92.6K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-83- 0.03% |
$5.47K - $6.08K
|
276K
$16.7M
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-101Closed |
$6.66K - $7.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-123- 2.68% |
$8.11K - $9.01K
|
4.48K
$271K
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-169- 5.3% |
$11.1K - $12.4K
|
3.02K
$183K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 0.77% |
$11.3K - $12.5K
|
22K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 6.61% |
$12.9K - $14.3K
|
2.76K
$167K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-196- 32.83% |
$12.9K - $14.4K
|
401
$24.3K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-200- 22.22% |
$13.2K - $14.6K
|
700
$42.5K
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-249- 4.46% |
$16.4K - $18.2K
|
5.34K
$324K
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-252- 1.51% |
$16.6K - $18.5K
|
16.4K
$997K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-280- 2.14% |
$18.5K - $20.5K
|
12.8K
$778K
|