Latest Institutional Transactions on Independent Bank Group, Inc. (IBTX)
This table provides information on the latest institutional transactions involving Independent Bank Group, Inc. (IBTX) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
604New |
$37.1K - $45.7K
|
604
$36.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
468+ 1.66% |
$28.7K - $35.4K
|
28.7K
$1.74M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.24KNew |
$411K - $457K
|
6.24K
$378K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$1.25K - $1.39K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6- 10.34% |
$395 - $439
|
52
$3.15K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.1KClosed |
$205K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-4.37KClosed |
$288K - $320K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 0.5% |
$989 - $1.1K
|
3.04K
$184K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1.81K- 96.64% |
$119K - $133K
|
63
$3.82K
|
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-431- 7.67% |
$28.4K - $31.6K
|
5.19K
$315K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-101Closed |
$6.66K - $7.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.68KNew |
$243K - $269K
|
3.68K
$223K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-5.83KClosed |
$384K - $427K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-3.2KClosed |
$211K - $234K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.52KClosed |
$298K - $331K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$204K - $227K
|
3.1K
$188K
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-15.3K- 32.85% |
$1.01M - $1.12M
|
31.3K
$1.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-290- 8.87% |
$19.1K - $21.2K
|
2.98K
$181K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$1.52K - $1.68K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-27KClosed |
$1.78M - $1.98M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
67New |
$4.42K - $4.91K
|
67
$4.06K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-340- 62.96% |
$24.2K - $26.9K
|
200
$12.1K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-195- 0.71% |
$13.9K - $15.4K
|
27.2K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.64KClosed |
$401K - $446K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-231KClosed |
$16.5M - $18.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-33.4KClosed |
$2.38M - $2.64M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
541New |
$38.5K - $42.8K
|
541
$32.8K
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-52.8KClosed |
$3.76M - $4.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-200- 7.2% |
$14.2K - $15.8K
|
2.58K
$156K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3KClosed |
$945K - $1.05M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.77KClosed |
$197K - $219K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-219KClosed |
$15.6M - $17.3M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-2.8KClosed |
$199K - $222K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-28- 14.74% |
$1.99K - $2.22K
|
162
$9.83K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-457Closed |
$31.2K - $34.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-174Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36Closed |
$2.46K - $2.72K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1.43KClosed |
$97.2K - $107K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-581Closed |
$39.6K - $43.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-14KClosed |
$953K - $1.05M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10- 66.67% |
$682 - $754
|
5
$303
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13Closed |
$833 - $968
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.24KClosed |
$593K - $688K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.21KClosed |
$206K - $239K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-18.6KClosed |
$1.19M - $1.38M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.37KClosed |
$87.5K - $102K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-325Closed |
$20.8K - $24.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-10.1KClosed |
$648K - $752K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-3.11KClosed |
$199K - $232K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.9KClosed |
$378K - $439K
|
0
$0
|
|