Institutional Ownership Independent Bank Corp (INDB)
This table provides information about the institutional ownership of Independent Bank Corp (INDB). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
138
shares
|
$7,705
0.0% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
130
shares
|
$7,259
0.0% of portfolio
|
Q2 2023
Added 0.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
125
shares
|
$6,980
0.0% of portfolio
|
Q4 2024
Added 40.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
122
shares
|
$6,812
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,365
0.0% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
108
shares
|
$6,030
0.0% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
105
shares
|
$5,863
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
104
shares
|
$5,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$5,584
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
91
shares
|
$5,081
0.0% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
88
shares
|
$4,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
85
shares
|
$4,746
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
85
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
71
shares
|
$3,964
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
71
shares
|
$3,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
70
shares
|
$3,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61
shares
|
$3,406
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
58
shares
|
$3,238
0.0% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
53
shares
|
$2,959
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
48
shares
|
$2,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
46
shares
|
$2,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
37
shares
|
$2,066
0.0% of portfolio
|
Q2 2024
Reduced 45.59%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
30
shares
|
$1,675
0.0% of portfolio
|
Q3 2023
Reduced 11.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
29
shares
|
$1,619
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,507
0.0% of portfolio
|
Q3 2023
New holding
|