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 |
---|---|---|---|---|---|---|---|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.28KClosed |
$434K - $691K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-26Closed |
$1.83K - $2.25K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Wealth Architects, LLC
|
SELL
|
- |
-3.5KClosed |
$246K - $302K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19Closed |
$1.34K - $1.64K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.85KClosed |
$341K - $418K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-250Closed |
$17.6K - $21.6K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-195Closed |
$12.7K - $15.2K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.37KClosed |
$349K - $419K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-171Closed |
$11.1K - $13.4K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-15KClosed |
$976K - $1.17M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.6KClosed |
$820K - $984K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.71KClosed |
$371K - $446K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-383Closed |
$24.9K - $29.9K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.05KClosed |
$198K - $238K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-1.8KClosed |
$117K - $141K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
194KNew |
$12.6M - $15.1M
|
194K
$10.8M
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-117Closed |
$7.61K - $9.14K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Welch & Forbes LLC
|
SELL
|
- |
-2.76KClosed |
$179K - $215K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-185Closed |
$12.8K - $16.2K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.3KClosed |
$229K - $289K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-11.5KClosed |
$799K - $1.01M
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Valley National Advisers Inc
|
BUY
|
- |
230New |
$16K - $20.1K
|
230
$12.8K
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-159Closed |
$11K - $13.9K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-472KClosed |
$32.7M - $41.2M
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Jennison Associates LLC
|
BUY
|
- |
192+ 2.08% |
$13.3K - $16.8K
|
9.44K
$527K
|
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
105New |
$7.28K - $9.17K
|
105
$5.86K
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-48Closed |
$3.33K - $4.19K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.65KClosed |
$114K - $144K
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Starr International CO Inc
Zug, V8 |
SELL
|
- |
-3.27KClosed |
$227K - $286K
|
0
$0
|
|
Jul 08, 2019
Q2 2019
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.43KClosed |
$446K - $562K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-675Closed |
$48.3K - $57.7K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10.1KClosed |
$720K - $861K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.93KClosed |
$138K - $165K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-743Closed |
$53.1K - $63.5K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.15KClosed |
$225K - $269K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.04KClosed |
$575K - $687K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98Closed |
$7.01K - $8.38K
|
0
$0
|
|
Apr 02, 2019
Q1 2019
|
First Hawaiian Bank
|
SELL
|
- |
-115Closed |
$8.22K - $9.83K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-33Closed |
$2.22K - $2.78K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.17KClosed |
$213K - $267K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-8Closed |
$538 - $675
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3K- 37.5% |
$202K - $253K
|
5K
$279K
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-179Closed |
$12K - $15.1K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.05KNew |
$239K - $282K
|
3.05K
$170K
|
|
Nov 14, 2018
Q3 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-69Closed |
$5.42K - $6.38K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$1.96K - $2.31K
|
25
$1.4K
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-294Closed |
$23.1K - $27.2K
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.07KClosed |
$712K - $838K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-2.86KClosed |
$201K - $237K
|
0
$0
|
|
Jul 19, 2018
Q2 2018
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.31KClosed |
$372K - $440K
|
0
$0
|