Latest Institutional Transactions on Independent Bank Corp (INDB)
This table provides information on the latest institutional transactions involving Independent Bank Corp (INDB) 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 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
23New |
$1.75K - $1.93K
|
23
$1.6K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$4.8K - $5.29K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$15.2K - $16.8K
|
200
$13.9K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-21Closed |
$1.6K - $1.76K
|
0
$0
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8.1KClosed |
$647K - $715K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-10Closed |
$799 - $883
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75Closed |
$5.99K - $6.62K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-41Closed |
$3.27K - $3.62K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200Closed |
$16K - $17.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-756Closed |
$60.4K - $66.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-279Closed |
$22.3K - $24.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-98- 82.35% |
$7.83K - $8.65K
|
21
$1.46K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-36Closed |
$2.87K - $3.18K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-11.7KClosed |
$931K - $1.03M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7New |
$559 - $618
|
7
$486
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.86KNew |
$221K - $263K
|
2.86K
$199K
|
|
Feb 14, 2022
Q4 2021
|
Harbor Advisors LLC
|
BUY
|
- |
2.75KNew |
$213K - $252K
|
2.75K
$191K
|
|
Feb 14, 2022
Q4 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.78KClosed |
$524K - $622K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.4KClosed |
$1.19M - $1.41M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5Closed |
$386 - $459
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-34.3KClosed |
$2.65M - $3.15M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.32M - $1.57M
|
17.1K
$1.19M
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-100- 9.52% |
$7.73K - $9.17K
|
950
$66K
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
6.36KNew |
$491K - $583K
|
6.36K
$442K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 50.0% |
$386 - $459
|
5
$347
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20New |
$1.55K - $1.83K
|
20
$1.39K
|
|
Q3 2021 | |||||||
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115New |
$7.9K - $9.02K
|
115
$7.99K
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.22KClosed |
$221K - $253K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.4KClosed |
$921K - $1.05M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-72.1KClosed |
$4.95M - $5.65M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.9KClosed |
$199K - $227K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-23Closed |
$1.58K - $1.8K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-20Closed |
$1.37K - $1.57K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4KNew |
$301K - $339K
|
4K
$278K
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-25KClosed |
$1.88M - $2.12M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-128- 2.36% |
$9.64K - $10.8K
|
5.3K
$368K
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.38KClosed |
$179K - $201K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.64KClosed |
$198K - $223K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17.2KClosed |
$1.3M - $1.46M
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-111Closed |
$8.06K - $10.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.91KClosed |
$284K - $386K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-39.8KClosed |
$2.89M - $3.93M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-12.3KClosed |
$892K - $1.21M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-45Closed |
$3.27K - $4.44K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-26.4KClosed |
$1.92M - $2.61M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 13.4% |
$1.07M - $1.45M
|
95K
$6.6M
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-225Closed |
$16.3K - $22.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-82Closed |
$5.95K - $8.09K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
342New |
$24.8K - $33.7K
|
342
$23.8K
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.14KClosed |
$82.6K - $112K
|
0
$0
|