Purchases and Sales Made in Q1 2025 in Independent Bank Corp (INDB)
This table provides information about the institutional ownership of Independent Bank Corp (INDB) during Q1 2025. 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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 511.76% |
$5.25K - $6.12K
|
104
$6.94K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
79+ 42.93% |
$4.76K - $5.55K
|
263
$17.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78+ 10.53% |
$4.7K - $5.48K
|
819
$54.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$3.86K - $4.5K
|
64
$4.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54+ 34.62% |
$3.26K - $3.8K
|
210
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49New |
$2.96K - $3.44K
|
49
$3.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
42+ 36.84% |
$2.53K - $2.95K
|
156
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 32.0% |
$2.41K - $2.81K
|
165
$11K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 70.0% |
$2.11K - $2.46K
|
85
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31+ 7.75% |
$1.87K - $2.18K
|
431
$28.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
26New |
$1.57K - $1.83K
|
26
$1.74K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$1.33K - $1.55K
|
22
$1.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 18.97% |
$1.33K - $1.55K
|
138
$9.21K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17+ 3.05% |
$1.03K - $1.19K
|
575
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
17+ 10.3% |
$1.03K - $1.19K
|
182
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 13.89% |
$905 - $1.05K
|
123
$8.21K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.31% |
$663 - $773
|
3.54K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$603 - $703
|
10
$668
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
10New |
$603 - $703
|
10
$668
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$603 - $703
|
10
$668
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 100.0% |
$422 - $492
|
14
$935
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 250.0% |
$302 - $351
|
7
$467
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 1.44% |
$302 - $351
|
353
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.11% |
$302 - $351
|
4.53K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 2.88% |
$181 - $211
|
107
$7.14K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.82% |
$181 - $211
|
370
$24.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 33.33% |
$121 - $141
|
8
$534
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$121 - $141
|
2
$134
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.83% |
$60.3 - $70.3
|
122
$8.15K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$60.3 - $70.3
|
1.5K
$100K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$60.3 - $70.3
|
1
$66.8
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$60.3 - $70.3
|
1
$66.8
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.56% |
$60.3 - $70.3
|
180
$12K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$60.3 - $70.3
|
3
$200
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$60.3 - $70.3
|
1
$66.8
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6- 8.45% |
$362 - $422
|
65
$4.34K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.02% |
$482 - $562
|
51.7K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 2.48% |
$1.39K - $1.62K
|
905
$60.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 7.24% |
$1.57K - $1.83K
|
333
$22.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-42- 1.26% |
$2.53K - $2.95K
|
3.29K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-47- 1.33% |
$2.83K - $3.3K
|
3.47K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 0.36% |
$3.02K - $3.51K
|
13.9K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-57- 1.16% |
$3.44K - $4.01K
|
4.86K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-72- 0.07% |
$4.34K - $5.06K
|
96.5K
$6.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-74- 18.45% |
$4.46K - $5.2K
|
327
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 7.39% |
$4.7K - $5.48K
|
978
$65.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-105- 0.55% |
$6.33K - $7.38K
|
18.9K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-130- 2.08% |
$7.84K - $9.14K
|
6.14K
$410K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-137- 38.92% |
$8.26K - $9.63K
|
215
$14.4K
|