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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
846New |
$63.1K - $74.5K
|
846
$47.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
160+ 0.73% |
$11.9K - $14.1K
|
22K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.88KNew |
$215K - $254K
|
2.88K
$161K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.7K+ 57.0% |
$574K - $678K
|
21.2K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.01KNew |
$299K - $353K
|
4.01K
$224K
|
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3K+ 109.09% |
$224K - $264K
|
5.75K
$321K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14New |
$1.04K - $1.23K
|
14
$782
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.21% |
$447 - $528
|
2.87K
$160K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$991 - $1.09K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-280Closed |
$21.3K - $23.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$238K - $262K
|
3.12K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-28KClosed |
$2.13M - $2.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
18.8K+ 25.96% |
$1.43M - $1.58M
|
91.2K
$5.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.99KClosed |
$304K - $335K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.19K- 43.64% |
$319K - $352K
|
5.41K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
515+ 257.5% |
$39.3K - $43.3K
|
715
$39.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-15Closed |
$1.14K - $1.26K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26Closed |
$1.98K - $2.18K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
721New |
$55K - $60.6K
|
721
$40.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151Closed |
$11.5K - $12.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
23New |
$1.75K - $1.93K
|
23
$1.28K
|
|
|
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
$11.2K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-21Closed |
$1.6K - $1.76K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-280- 57.14% |
$22.4K - $24.7K
|
210
$11.7K
|
|
|
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
|
Sageworth Trust CO
|
SELL
|
- |
-36Closed |
$2.87K - $3.18K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-98- 82.35% |
$7.83K - $8.65K
|
21
$1.17K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-279Closed |
$22.3K - $24.6K
|
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
$391
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.86KNew |
$221K - $263K
|
2.86K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbor Advisors LLC
|
BUY
|
- |
2.75KNew |
$213K - $252K
|
2.75K
$154K
|
|
|
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
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-34.3KClosed |
$2.65M - $3.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5Closed |
$386 - $459
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.32M - $1.57M
|
17.1K
$953K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-100- 9.52% |
$7.73K - $9.17K
|
950
$53K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
6.36KNew |
$491K - $583K
|
6.36K
$355K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 50.0% |
$386 - $459
|
5
$279
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20New |
$1.55K - $1.83K
|
20
$1.12K
|
|
| Q3 2021 | |||||||
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115New |
$7.9K - $9.02K
|
115
$6.42K
|
|
|
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
|
|