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 302 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
29
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,706
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
20
shares
|
$1,263
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
19
shares
|
$1,200
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,074
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14
shares
|
$884
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
10
shares
|
$631
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7
shares
|
$442
0.0% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$442
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
6
shares
|
$379
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$315
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5
shares
|
$315
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
4
shares
|
$252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4
shares
|
$252
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
2
shares
|
$126
0.0% of portfolio
|
Q4 2024
Reduced 98.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$63
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$63
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|