Purchases and Sales Made in Q1 2023 in Independent Bank Corp (INDB)
This table provides information about the institutional ownership of Independent Bank Corp (INDB) during Q1 2023. The information is specifically focused on institutions that hold shares of INDEPENDENT BANK CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
60+ 120.0% |
$3.92K - $4.96K
|
110
$6.94K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 220.83% |
$3.46K - $4.39K
|
77
$4.86K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
45New |
$2.94K - $3.72K
|
45
$2.84K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44New |
$2.87K - $3.64K
|
44
$2.78K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 0.62% |
$2.68K - $3.39K
|
6.66K
$420K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.34% |
$2.15K - $2.73K
|
9.63K
$607K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32+ 0.53% |
$2.09K - $2.65K
|
6.09K
$384K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 10.16% |
$2.09K - $2.65K
|
347
$21.9K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 0.17% |
$1.96K - $2.48K
|
18K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13+ 4.64% |
$849 - $1.08K
|
293
$18.5K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13+ 4.64% |
$849 - $1.08K
|
293
$18.5K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$783 - $993
|
12
$757
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$783 - $993
|
12
$757
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 0.66% |
$718 - $910
|
1.67K
$105K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$588 - $745
|
9
$568
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.2% |
$457 - $579
|
3.44K
$217K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7New |
$457 - $579
|
7
$441
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$326 - $414
|
19.4K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$196 - $248
|
3.82K
$241K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$131 - $165
|
8.19K
$516K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$131 - $165
|
2
$126
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.89% |
$65.3 - $82.7
|
113
$7.13K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.78% |
$65.3 - $82.7
|
129
$8.14K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 22.22% |
$131 - $165
|
7
$441
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 15.0% |
$196 - $248
|
17
$1.07K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3- 0.1% |
$196 - $248
|
3.1K
$195K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 33.33% |
$261 - $331
|
8
$505
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 3.31% |
$261 - $331
|
117
$7.38K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 50.0% |
$326 - $414
|
5
$315
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 42.86% |
$392 - $496
|
8
$505
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-7Closed |
$457 - $579
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 26.67% |
$522 - $662
|
22
$1.39K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 21.43% |
$1.18K - $1.49K
|
66
$4.16K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 50.0% |
$1.18K - $1.49K
|
18
$1.14K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 84.38% |
$1.76K - $2.23K
|
5
$315
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-44- 54.32% |
$2.87K - $3.64K
|
37
$2.33K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-50- 0.47% |
$3.26K - $4.14K
|
10.6K
$667K
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-52- 1.23% |
$3.39K - $4.3K
|
4.16K
$262K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 1.1% |
$3.92K - $4.96K
|
5.41K
$341K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-60- 2.17% |
$3.92K - $4.96K
|
2.71K
$171K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-69- 1.15% |
$4.5K - $5.71K
|
5.92K
$374K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$6.53K - $8.27K
|
0
$0
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.68% |
$6.53K - $8.27K
|
14.7K
$926K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-106- 96.36% |
$6.92K - $8.77K
|
4
$252
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-127- 97.69% |
$8.29K - $10.5K
|
3
$189
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-140- 2.03% |
$9.14K - $11.6K
|
6.76K
$426K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157- 1.89% |
$10.2K - $13K
|
8.16K
$515K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-165- 30.39% |
$10.8K - $13.7K
|
378
$23.8K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-167- 1.75% |
$10.9K - $13.8K
|
9.4K
$593K
|