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 |
---|---|---|---|---|---|---|---|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
3New |
$227 - $275
|
3
$198
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-167K- 18.31% |
$12.7M - $15.3M
|
747K
$49.4M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
35+ 291.67% |
$2.65K - $3.2K
|
47
$3.11K
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-153- 5.02% |
$11.6K - $14K
|
2.89K
$191K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.03KNew |
$229K - $277K
|
3.03K
$200K
|
|
Feb 14, 2023
Q4 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
1.8K+ 3.6% |
$136K - $165K
|
51.8K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.38KNew |
$180K - $218K
|
2.38K
$157K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
3.7KNew |
$280K - $339K
|
3.7K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.52KNew |
$644K - $779K
|
8.52K
$563K
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-234- 8.01% |
$17.7K - $21.4K
|
2.69K
$178K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.83K+ 95.09% |
$214K - $259K
|
5.8K
$383K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
170New |
$12.9K - $15.6K
|
170
$11.2K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-461Closed |
$34.9K - $42.2K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-300- 8.54% |
$22.7K - $27.5K
|
3.21K
$212K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1100.0% |
$1.66K - $2.01K
|
24
$1.59K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.17K- 33.53% |
$240K - $290K
|
6.29K
$416K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8New |
$605 - $732
|
8
$529
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.95KNew |
$223K - $270K
|
2.95K
$195K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
950New |
$71.9K - $86.9K
|
950
$62.8K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
2.62KNew |
$198K - $240K
|
2.62K
$173K
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.45KNew |
$186K - $225K
|
2.45K
$162K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-22Closed |
$1.64K - $1.94K
|
0
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61New |
$4.55K - $5.37K
|
61
$4.03K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
880New |
$65.6K - $77.5K
|
880
$58.2K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 66.67% |
$745 - $881
|
25
$1.65K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.88KNew |
$215K - $254K
|
2.88K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
160+ 0.73% |
$11.9K - $14.1K
|
22K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
21.6K+ 3.66% |
$1.61M - $1.9M
|
613K
$40.5M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
461New |
$34.4K - $40.6K
|
461
$30.5K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-596- 14.36% |
$44.4K - $52.5K
|
3.56K
$235K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-14.1K- 65.82% |
$1.05M - $1.24M
|
7.31K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.36K- 5.93% |
$102K - $120K
|
21.7K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
846New |
$63.1K - $74.5K
|
846
$55.9K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.7K+ 57.0% |
$574K - $678K
|
21.2K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.01KNew |
$299K - $353K
|
4.01K
$265K
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3K+ 109.09% |
$224K - $264K
|
5.75K
$380K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14New |
$1.04K - $1.23K
|
14
$926
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.21% |
$447 - $528
|
2.87K
$190K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$991 - $1.09K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.12KNew |
$238K - $262K
|
3.12K
$206K
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
18.8K+ 25.96% |
$1.43M - $1.58M
|
91.2K
$6.03M
|
|
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
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-280Closed |
$21.3K - $23.5K
|
0
$0
|
|
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
$358K
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
515+ 257.5% |
$39.3K - $43.3K
|
715
$47.3K
|
|
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
$47.7K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-151Closed |
$11.5K - $12.7K
|
0
$0
|