Institutional Ownership Independent Bank Corp (INDB)
This table provides information about the institutional ownership of Independent Bank Corp (INDB). We have compiled data on the 306 institutions that hold shares in the stock, with a total of 37.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$1,936
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,802
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,669
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
22
shares
|
$1,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
20
shares
|
$1,335
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
19
shares
|
$1,268
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$1,201
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14
shares
|
$934
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14
shares
|
$934
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12
shares
|
$801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
9
shares
|
$600
0.0% of portfolio
|
Q1 2025
Reduced 94.48%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
8
shares
|
$534
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
7
shares
|
$467
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5
shares
|
$333
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$333
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4
shares
|
$267
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3
shares
|
$200
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3
shares
|
$200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|