Independent Bank Ownership 2024 | Who Owns Independent Bank Now?
Institutional Ownership
27.92%
Insider Ownership
4.57%
Retail Ownership
67.51%
Institutional Holders
50.00
Independent Bank Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.20% | 0.00% | 2,963,583 | 146,816 | 5.21% | 80,016,730 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 5.81% | 3.42% | 1,212,815 | -326,612 | -21.22% | 32,746,005 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.10% | 0.00% | 1,065,171 | -15,371 | -1.42% | 28,759,617 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.72% | 0.01% | 985,364 | 10,193 | 1.05% | 26,602,563 | Jun 30, 2024 |
| FMR LLC | 4.62% | 0.00% | 965,271 | 52,732 | 5.78% | 26,062,317 | Jun 30, 2024 |
| STATE STREET CORP | 2.96% | 0.00% | 618,104 | -16,794 | -2.65% | 16,688,808,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.85% | 0.03% | 594,800 | 18,000 | 3.12% | 16,059,600 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.52% | 0.03% | 525,370 | - | - | 14,185,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.00% | 497,715 | 26,886 | 5.71% | 13,441,236 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.18% | 0.00% | 454,361 | -17,867 | -3.78% | 12,267,747 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.03% | 0.04% | 423,631 | 92,148 | 27.80% | 11,432,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.02% | 0.01% | 421,152 | -919 | -0.22% | 11,371,104 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.99% | 0.01% | 415,551 | 59,794 | 16.81% | 11,219,877 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.72% | 0.02% | 358,559 | -54,981 | -13.30% | 9,681,093 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 1.53% | 3.58% | 318,985 | - | - | 8,612,595 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.30% | 0.00% | 271,757 | 1,611 | 0.60% | 7,337,439,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.21% | 0.00% | 252,896 | 1,537 | 0.61% | 6,828,192 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.16% | 0.02% | 241,510 | 2,500 | 1.05% | 6,520,770 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.07% | 0.00% | 222,919 | 11,626 | 5.50% | 6,018,813,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.02% | 0.00% | 213,174 | -49,048 | -18.70% | 5,755,698 | Jun 30, 2024 |
Independent Bank's largest institutional shareholder is BLACKROCK INC., holding 14.20% of the company's total share outstanding, currently valued at $80.02M. The top 10 institutional shareholders own together 47.34% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PL CAPITAL ADVISORS, LLC | 1.53% | 3.58% | 318,985 | - | - | 8,612,595 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 5.81% | 3.42% | 1,212,815 | -326,612 | -21.22% | 32,746,005 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.66% | 0.68% | 136,900 | 136,900 | 100.00% | 3,696,300 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.00% | 0.30% | 208,900 | -2,705 | -1.28% | 5,640,300 | Jun 30, 2024 |
| KEYSTONE FINANCIAL GROUP | 0.06% | 0.12% | 12,624 | -191 | -1.49% | 340,861 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.20% | 0.12% | 42,718 | -6,015 | -12.34% | 1,153,386 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.85% | 0.11% | 177,579 | 6,300 | 3.68% | 4,794,633 | Jun 30, 2024 |
| HGK ASSET MANAGEMENT INC | 0.09% | 0.10% | 19,703 | - | - | 531,981 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.14% | 0.07% | 29,581 | 1,006 | 3.52% | 798,687 | Jun 30, 2024 |
| LJI WEALTH MANAGEMENT, LLC | 0.04% | 0.05% | 9,000 | - | - | 243,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.35% | 0.04% | 72,388 | -3,904 | -5.12% | 1,954,476 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.43% | 0.04% | 89,479 | 6,300 | 7.57% | 2,415,933 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.05% | 0.04% | 11,354 | 5,072 | 80.74% | 306,558 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | 0.34% | 0.04% | 71,057 | 71,057 | 100.00% | 1,918,539 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.04% | 0.04% | 8,153 | 8,153 | 100.00% | 220,131 | Jun 30, 2024 |
| SENTINEL TRUST CO LBA | 0.05% | 0.04% | 11,086 | - | - | 299,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.03% | 0.04% | 423,631 | 92,148 | 27.80% | 11,432,000 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.52% | 0.03% | 525,370 | - | - | 14,185,000 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.05% | 0.03% | 11,300 | 1,333 | 13.37% | 305,100 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.85% | 0.03% | 594,800 | 18,000 | 3.12% | 16,059,600 | Jun 30, 2024 |
The largest Independent Bank shareholder by % of total assets is PL CAPITAL ADVISORS, LLC. The company owns 318.99K shares of Independent Bank (IBCP), representing 3.58% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.20% | 0.00% | 2,963,583 | 146,816 | 5.21% | 80,016,730 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.66% | 0.68% | 136,900 | 136,900 | 100.00% | 3,696,300 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.56% | 0.01% | 116,542 | 116,542 | 100.00% | 3,146,634 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 2.03% | 0.04% | 423,631 | 92,148 | 27.80% | 11,432,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.83% | 0.01% | 174,011 | 75,022 | 75.79% | 4,698,294 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | 0.34% | 0.04% | 71,057 | 71,057 | 100.00% | 1,918,539 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.99% | 0.01% | 415,551 | 59,794 | 16.81% | 11,219,877 | Jun 30, 2024 |
| FMR LLC | 4.62% | 0.00% | 965,271 | 52,732 | 5.78% | 26,062,317 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.27% | 0.00% | 56,258 | 35,242 | 167.69% | 1,518,966 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.26% | 0.00% | 53,996 | 28,146 | 108.88% | 1,457,892 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.00% | 497,715 | 26,886 | 5.71% | 13,441,236 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.99% | 0.00% | 206,619 | 26,674 | 14.82% | 5,578,707 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.18% | 0.00% | 36,639 | 19,608 | 115.13% | 989,253 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.85% | 0.03% | 594,800 | 18,000 | 3.12% | 16,059,600 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.07% | 0.00% | 222,919 | 11,626 | 5.50% | 6,018,813,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.00% | 11,509 | 11,509 | 100.00% | 311,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.05% | 0.00% | 11,445 | 11,445 | 100.00% | 309,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 10,727 | 10,727 | 100.00% | 289,629 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.05% | 0.00% | 10,298 | 10,298 | 100.00% | 278,046 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.72% | 0.01% | 985,364 | 10,193 | 1.05% | 26,602,563 | Jun 30, 2024 |
As of Jun 30 2024, Independent Bank's largest institutional buyer is BLACKROCK INC.. The company purchased 146.82K stocks of IBCP, valued at $80.02M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 5.81% | 3.42% | 1,212,815 | -326,612 | -21.22% | 32,746,005 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.67% | 0.00% | 140,812 | -58,416 | -29.32% | 3,801,924 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.72% | 0.02% | 358,559 | -54,981 | -13.30% | 9,681,093 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.02% | 0.00% | 213,174 | -49,048 | -18.70% | 5,755,698 | Jun 30, 2024 |
| MORGAN STANLEY | 0.79% | 0.00% | 164,619 | -39,087 | -19.19% | 4,444,762 | Jun 30, 2024 |
| BARCLAYS PLC | 0.29% | 0.00% | 59,629 | -18,338 | -23.52% | 1,611,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.18% | 0.00% | 454,361 | -17,867 | -3.78% | 12,267,747 | Jun 30, 2024 |
| STATE STREET CORP | 2.96% | 0.00% | 618,104 | -16,794 | -2.65% | 16,688,808,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.07% | 0.00% | 15,216 | -15,537 | -50.52% | 410,832 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.10% | 0.00% | 1,065,171 | -15,371 | -1.42% | 28,759,617 | Jun 30, 2024 |
| INVESCO LTD. | 0.30% | 0.00% | 62,856 | -14,376 | -18.61% | 1,697,112 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.06% | 0.00% | 11,988 | -12,900 | -51.83% | 323,668 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.11% | 0.00% | 22,549 | -11,751 | -34.26% | 608,823 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -9,825 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -9,643 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -9,223 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -8,700 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -8,532 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.20% | 0.12% | 42,718 | -6,015 | -12.34% | 1,153,386 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.10% | 0.00% | 19,950 | -5,518 | -21.67% | 539,000 | Jun 30, 2024 |
As of Jun 30 2024, Independent Bank's biggest institutional seller is FJ CAPITAL MANAGEMENT LLC. The company sold -0.33M shares of IBCP, valued at $32.75M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | 0.56% | 0.01% | 116,542 | 116,542 | 100.00% | 3,146,634 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | 0.34% | 0.04% | 71,057 | 71,057 | 100.00% | 1,918,539 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.00% | 11,509 | 11,509 | 100.00% | 311,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 10,727 | 10,727 | 100.00% | 289,629 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.05% | 0.00% | 10,298 | 10,298 | 100.00% | 278,046 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 9,762 | 9,762 | 100.00% | 263,574 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 742 | 742 | 100.00% | 20,034 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 593 | 593 | 100.00% | 16,011 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 420 | 420 | 100.00% | 10,710 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 361 | 361 | 100.00% | 10,000 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.01% | 209 | 209 | 100.00% | 5,643 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 176 | 176 | 100.00% | 4,752 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 73 | 73 | 100.00% | 1,971 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | - | 12 | 12 | 100.00% | 378 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 135 | Jun 30, 2024 |
Independent Bank's largest new institutional shareholder by number of shares is ASSENAGON ASSET MANAGEMENT S.A., purchased 116.54K shares, valued at $3.15M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -9,825 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -9,643 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -9,223 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -8,700 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -8,532 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,210 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -479 | -100.00% | - | Jun 30, 2024 |
| FIFTH THIRD BANCORP | - | - | - | -330 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -92 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Independent Bank's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -9.82K shares, valued at -, as of undefined.
Independent Bank Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.51% | 214,468 | -13,329 | -5.85% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.37% | 70,078 | -1,304 | -1.83% | Mar 28, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.19% | 13,740 | - | - | Sep 30, 2022 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.12% | 163,971 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.05% | 113,779 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.04% | 88,100 | - | - | Mar 28, 2024 |
| Zacks Trust | 0.04% | 3,225 | 3,225 | - | Feb 29, 2024 |
| Vericimetry Funds | 0.03% | 2,580 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.02% | 49,193 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,460 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 53,622 | - | - | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.02% | 74,800 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 47,938 | 672 | 1.42% | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 3,583 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.01% | 17,907 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 69,264 | 1,211 | 1.78% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 34,676 | -1,749 | -4.80% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 67,300 | -27,900 | -29.31% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.01% | 336,924 | 18,460 | 5.80% | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,807 | -314 | -10.06% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 863 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 23,920 | -20 | -0.08% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 326,703 | 73,730 | 29.15% | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 5,379 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 3,774 | 234 | 6.61% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 934,505 | -320,823 | -25.56% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 55,797 | -1,172 | -2.06% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 14,652 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 6,180 | - | - | Mar 31, 2020 |
| PUTNAM VARIABLE TRUST | 0.00% | 37,500 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 195,538 | -644 | -0.33% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 27,321 | -2,110 | -7.17% | Mar 31, 2024 |
| USCF ETF Trust | 0.00% | 164 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 9,402 | 2,807 | 42.56% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,993 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,951 | -61 | -3.03% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 12,605 | 195 | 1.57% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 687,901 | 80,146 | 13.19% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 13,740 | - | - | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 12,982 | - | - | Mar 28, 2024 |
| VALIC Co II | 0.00% | 20,500 | 100 | 0.49% | Feb 28, 2021 |
| VICTORY PORTFOLIOS | 0.00% | 17,600 | -2,100 | -10.66% | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 174,031 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 243,156 | 7,148 | 3.03% | Jan 31, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 18,700 | -1,000 | -5.08% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 36,573 | 36 | 0.10% | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 16,946 | -1,870 | -9.94% | Nov 30, 2021 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 12,422 | -1,008 | -7.51% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 1,667 | - | - | Mar 28, 2024 |
| Dunham Funds | 0.00% | 26,344 | 2,609 | 10.99% | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 6,000 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 41,125 | 1,610 | 4.07% | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,462 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 17,332 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 174 | - | - | Apr 30, 2021 |
| JPMorgan Trust I | 0.00% | 383,075 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 24,239 | 3,349 | 16.03% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,337 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
| AdvisorShares Trust | 0.00% | 956 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 34,288 | -8,708 | -20.25% | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 5,700 | - | - | Jan 31, 2024 |
| Aspiriant Trust | 0.00% | 2,501 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 30,663 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 27,900 | - | - | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 7,013 | -110 | -1.54% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 27,570 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 993 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 8,963 | - | - | Jan 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 3,800 | - | - | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 4,101 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 33,052 | 25,190 | 320.40% | Feb 29, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 6,685 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 18,625 | 15,669 | 530.07% | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 13,416 | -134 | -0.99% | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 161,729 | 28,624 | 21.50% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 3,861 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,118 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 500 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 109,613 | -18,145 | -14.20% | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 20,800 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 11,600 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,148 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 3,726 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 6,802 | - | - | Jan 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 12,799 | 1,607 | 14.36% | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 9,683 | 7,895 | 441.55% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 11,673 | 148 | 1.28% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 700 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 739 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 1,298 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,262 | 117 | 10.22% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 770,394 | -49,912 | -6.08% | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 839 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 54,335 | 2,398 | 4.62% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 184 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 87,677 | 8,591 | 10.86% | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 128,330 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,161 | - | - | Dec 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 600 | - | - | Mar 31, 2024 |
Independent Bank's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 214.47K shares, compromising 0.51% of its total assets.
Independent Bank Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 50 | -61.54% |
| 31 Mar, 24 | 130 | -1.52% |
| 31 Dec, 23 | 132 | 16.81% |
| 30 Sep, 23 | 113 | -5.83% |
| 30 Jun, 23 | 120 | -4.76% |
| 31 Mar, 23 | 126 | -2.33% |
| 31 Dec, 22 | 129 | 9.32% |
| 30 Sep, 22 | 118 | -2.48% |
| 30 Jun, 22 | 121 | -6.20% |
| 31 Mar, 22 | 129 | 3.20% |
| 31 Dec, 21 | 125 | -2.34% |
| 30 Sep, 21 | 128 | -3.03% |
| 30 Jun, 21 | 132 | -2.94% |
| 31 Mar, 21 | 136 | 7.94% |
| 31 Dec, 20 | 126 | 6.78% |
| 30 Sep, 20 | 118 | -2.48% |
| 30 Jun, 20 | 121 | 2.54% |
| 31 Mar, 20 | 118 | -9.23% |
| 31 Dec, 19 | 130 | -1.52% |
| 30 Sep, 19 | 132 | -2.22% |
| 30 Jun, 19 | 135 | -2.17% |
| 31 Mar, 19 | 138 | -6.76% |
| 31 Dec, 18 | 148 | 0.68% |
| 30 Sep, 18 | 147 | 4.26% |
| 30 Jun, 18 | 141 | 9.30% |
| 31 Mar, 18 | 129 | 2.38% |
| 31 Dec, 17 | 126 | 10.53% |
| 30 Sep, 17 | 114 | 1.79% |
| 30 Jun, 17 | 112 | 0.90% |
| 31 Mar, 17 | 111 | 4.72% |
| 31 Dec, 16 | 106 | 2.91% |
| 30 Sep, 16 | 103 | -4.63% |
| 30 Jun, 16 | 108 | 10.20% |
| 31 Mar, 16 | 98 | 4.26% |
| 31 Dec, 15 | 94 | 1.08% |
| 30 Sep, 15 | 93 | -2.11% |
| 30 Jun, 15 | 95 | 14.46% |
| 31 Mar, 15 | 83 | -4.60% |
| 31 Dec, 14 | 87 | -4.40% |
| 30 Sep, 14 | 91 | -9.00% |
| 30 Jun, 14 | 100 | 9.89% |
| 31 Mar, 14 | 91 | 22.97% |
| 31 Dec, 13 | 74 | 4.23% |
| 30 Sep, 13 | 71 | 162.96% |
| 30 Jun, 13 | 27 | 350.00% |
| 31 Mar, 13 | 6 | -33.33% |
| 31 Dec, 12 | 9 | 12.50% |
| 30 Sep, 12 | 8 | 14.29% |
| 30 Jun, 12 | 7 | -12.50% |
| 31 Mar, 12 | 8 | -11.11% |
| 31 Dec, 11 | 9 | 28.57% |
| 30 Sep, 11 | 7 | -12.50% |
| 30 Jun, 11 | 8 | 33.33% |
| 31 Mar, 11 | 6 | 20.00% |
| 31 Dec, 10 | 5 | - |
| 30 Sep, 10 | 5 | - |
As of 30 Jun 24, 50 institutions are holding Independent Bank's shares, representing a decrease of -61.54% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,829,009 | -65.07% |
| 31 Mar, 24 | 16,686,692 | 0.55% |
| 31 Dec, 23 | 16,596,171 | 1.35% |
| 30 Sep, 23 | 16,375,744 | -0.69% |
| 30 Jun, 23 | 16,489,300 | -0.25% |
| 31 Mar, 23 | 16,531,261 | -3.26% |
| 31 Dec, 22 | 17,087,880 | 3.01% |
| 30 Sep, 22 | 16,587,807 | -0.86% |
| 30 Jun, 22 | 16,732,491 | -0.97% |
| 31 Mar, 22 | 16,896,224 | -0.17% |
| 31 Dec, 21 | 16,924,794 | 0.06% |
| 30 Sep, 21 | 16,914,928 | -1.17% |
| 30 Jun, 21 | 17,115,176 | -1.08% |
| 31 Mar, 21 | 17,302,545 | -0.22% |
| 31 Dec, 20 | 17,340,661 | -0.98% |
| 30 Sep, 20 | 17,512,823 | -2.52% |
| 30 Jun, 20 | 17,966,387 | 0.66% |
| 31 Mar, 20 | 17,848,335 | -2.69% |
| 31 Dec, 19 | 18,340,822 | 0.91% |
| 30 Sep, 19 | 18,176,242 | 1.37% |
| 30 Jun, 19 | 17,930,693 | -4.56% |
| 31 Mar, 19 | 18,786,855 | -1.83% |
| 31 Dec, 18 | 19,136,871 | 0.73% |
| 30 Sep, 18 | 18,998,966 | 1.25% |
| 30 Jun, 18 | 18,765,071 | 8.97% |
| 31 Mar, 18 | 17,220,716 | -0.73% |
| 31 Dec, 17 | 17,347,146 | -0.49% |
| 30 Sep, 17 | 17,432,439 | 1.01% |
| 30 Jun, 17 | 17,258,927 | 0.57% |
| 31 Mar, 17 | 17,160,327 | 0.83% |
| 31 Dec, 16 | 17,018,788 | 2.87% |
| 30 Sep, 16 | 16,544,557 | -1.10% |
| 30 Jun, 16 | 16,728,572 | 0.70% |
| 31 Mar, 16 | 16,612,288 | -6.24% |
| 31 Dec, 15 | 17,717,766 | -2.33% |
| 30 Sep, 15 | 18,140,935 | 0.01% |
| 30 Jun, 15 | 18,139,216 | 1.61% |
| 31 Mar, 15 | 17,852,243 | 0.61% |
| 31 Dec, 14 | 17,743,163 | 2.17% |
| 30 Sep, 14 | 17,366,104 | 1.39% |
| 30 Jun, 14 | 17,127,848 | 7.94% |
| 31 Mar, 14 | 15,868,008 | 3.79% |
| 31 Dec, 13 | 15,288,210 | 11.09% |
| 30 Sep, 13 | 13,762,541 | 774.72% |
| 30 Jun, 13 | 1,573,371 | 793.60% |
| 31 Mar, 13 | 176,071 | -7.20% |
| 31 Dec, 12 | 189,731 | 191.74% |
| 30 Sep, 12 | 65,035 | -85.40% |
| 30 Jun, 12 | 445,396 | -10.76% |
| 31 Mar, 12 | 499,087 | -6.79% |
| 31 Dec, 11 | 535,452 | -3.76% |
| 30 Sep, 11 | 556,373 | -25.93% |
| 30 Jun, 11 | 751,095 | 73.17% |
| 31 Mar, 11 | 433,722 | 22.98% |
| 31 Dec, 10 | 352,682 | -20.61% |
| 30 Sep, 10 | 444,223 | - |
Independent Bank (IBCP) has 5.83M shares outstanding as of 30 Jun 24, down -65.07% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 27.92% | 0.44% |
| 31 Mar, 24 | 79.55% | 1.26% |
| 31 Dec, 23 | 79.32% | 1.31% |
| 30 Sep, 23 | 77.83% | 1.27% |
| 30 Jun, 23 | 78.13% | 1.27% |
| 31 Mar, 23 | 78.33% | 1.19% |
| 31 Dec, 22 | 81.12% | 1.31% |
| 30 Sep, 22 | 78.77% | 1.25% |
| 30 Jun, 22 | 79.41% | 1.25% |
| 31 Mar, 22 | 79.73% | 1.30% |
| 31 Dec, 21 | 78.41% | 1.27% |
| 30 Sep, 21 | 78.62% | 1.27% |
| 30 Jun, 21 | 78.69% | 1.25% |
| 31 Mar, 21 | 79.28% | 1.27% |
| 31 Dec, 20 | 78.90% | 1.23% |
| 30 Sep, 20 | 80.03% | 1.19% |
| 30 Jun, 20 | 82.07% | 1.28% |
| 31 Mar, 20 | 80.14% | 1.25% |
| 31 Dec, 19 | 80.11% | 1.23% |
| 30 Sep, 19 | 80.83% | 1.33% |
| 30 Jun, 19 | 77.84% | 1.23% |
| 31 Mar, 19 | 79.64% | 1.25% |
| 31 Dec, 18 | 79.77% | 1.29% |
| 30 Sep, 18 | 78.67% | 1.30% |
| 30 Jun, 18 | 77.83% | 1.20% |
| 31 Mar, 18 | 80.60% | 1.22% |
| 31 Dec, 17 | 81.33% | 1.22% |
| 30 Sep, 17 | 81.71% | 1.25% |
| 30 Jun, 17 | 80.91% | 1.25% |
| 31 Mar, 17 | 80.53% | 1.26% |
| 31 Dec, 16 | 80.09% | 1.32% |
| 30 Sep, 16 | 77.92% | 1.26% |
| 30 Jun, 16 | 78.61% | 1.35% |
| 31 Mar, 16 | 76.37% | 1.21% |
| 31 Dec, 15 | 79.40% | 1.24% |
| 30 Sep, 15 | 80.01% | 1.28% |
| 30 Jun, 15 | 79.21% | 1.31% |
| 31 Mar, 15 | 77.63% | 1.30% |
| 31 Dec, 14 | 77.30% | 1.35% |
| 30 Sep, 14 | 75.70% | 1.36% |
| 30 Jun, 14 | 74.70% | 1.55% |
| 31 Mar, 14 | 69.33% | 1.54% |
| 31 Dec, 13 | 67.01% | 0.71% |
| 30 Sep, 13 | 97.14% | 35.27% |
| 30 Jun, 13 | 16.60% | 459.63% |
| 31 Mar, 13 | 1.90% | 40.04% |
| 31 Dec, 12 | 2.18% | 396.96% |
| 30 Sep, 12 | 0.74% | 2.77% |
| 30 Jun, 12 | 5.17% | 15.13% |
| 31 Mar, 12 | 5.85% | 14.86% |
| 31 Dec, 11 | 6.27% | 14.31% |
| 30 Sep, 11 | 6.62% | 8.06% |
| 30 Jun, 11 | 9.06% | 30.32% |
| 31 Mar, 11 | 5.47% | 11.39% |
| 31 Dec, 10 | 6.93% | 19.82% |
| 30 Sep, 10 | 5.91% | - |
As of 30 Jun 24, Independent Bank is held by 27.92% institutional shareholders, representing a 0.44% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 27 | -56.45% |
| 31 Mar, 24 | 62 | -7.46% |
| 31 Dec, 23 | 67 | 42.55% |
| 30 Sep, 23 | 47 | -11.32% |
| 30 Jun, 23 | 53 | -8.62% |
| 31 Mar, 23 | 58 | -3.33% |
| 31 Dec, 22 | 60 | 17.65% |
| 30 Sep, 22 | 51 | - |
| 30 Jun, 22 | 51 | -7.27% |
| 31 Mar, 22 | 55 | -6.78% |
| 31 Dec, 21 | 59 | 3.51% |
| 30 Sep, 21 | 57 | -1.72% |
| 30 Jun, 21 | 58 | -7.94% |
| 31 Mar, 21 | 63 | 23.53% |
| 31 Dec, 20 | 51 | 13.33% |
| 30 Sep, 20 | 45 | -21.05% |
| 30 Jun, 20 | 57 | 9.62% |
| 31 Mar, 20 | 52 | -17.46% |
| 31 Dec, 19 | 63 | - |
| 30 Sep, 19 | 63 | 14.55% |
| 30 Jun, 19 | 55 | -11.29% |
| 31 Mar, 19 | 62 | -11.43% |
| 31 Dec, 18 | 70 | -2.78% |
| 30 Sep, 18 | 72 | -8.86% |
| 30 Jun, 18 | 79 | 17.91% |
| 31 Mar, 18 | 67 | -4.29% |
| 31 Dec, 17 | 70 | 27.27% |
| 30 Sep, 17 | 55 | 12.24% |
| 30 Jun, 17 | 49 | -10.91% |
| 31 Mar, 17 | 55 | -11.29% |
| 31 Dec, 16 | 62 | 16.98% |
| 30 Sep, 16 | 53 | 10.42% |
| 30 Jun, 16 | 48 | -9.43% |
| 31 Mar, 16 | 53 | 23.26% |
| 31 Dec, 15 | 43 | -12.24% |
| 30 Sep, 15 | 49 | 19.51% |
| 30 Jun, 15 | 41 | 41.38% |
| 31 Mar, 15 | 29 | -17.14% |
| 31 Dec, 14 | 35 | -7.89% |
| 30 Sep, 14 | 38 | -29.63% |
| 30 Jun, 14 | 54 | 12.50% |
| 31 Mar, 14 | 48 | 4.35% |
| 31 Dec, 13 | 46 | -23.33% |
| 30 Sep, 13 | 60 | 150.00% |
| 30 Jun, 13 | 24 | 700.00% |
| 31 Mar, 13 | 3 | -40.00% |
| 31 Dec, 12 | 5 | 66.67% |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | 3 | 200.00% |
| 31 Mar, 12 | 1 | -75.00% |
| 31 Dec, 11 | 4 | 300.00% |
| 30 Sep, 11 | 1 | -80.00% |
| 30 Jun, 11 | 5 | - |
| 31 Mar, 11 | 5 | 150.00% |
| 31 Dec, 10 | 2 | -60.00% |
| 30 Sep, 10 | 5 | - |
27 institutional shareholders have increased their position in IBCP stock as of 30 Jun 24 compared to 62 in the previous quarter (a -56.45% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 14 | -71.43% |
| 31 Mar, 24 | 49 | 8.89% |
| 31 Dec, 23 | 45 | 9.76% |
| 30 Sep, 23 | 41 | -19.61% |
| 30 Jun, 23 | 51 | 4.08% |
| 31 Mar, 23 | 49 | -2.00% |
| 31 Dec, 22 | 50 | 25.00% |
| 30 Sep, 22 | 40 | -18.37% |
| 30 Jun, 22 | 49 | -5.77% |
| 31 Mar, 22 | 52 | 40.54% |
| 31 Dec, 21 | 37 | -24.49% |
| 30 Sep, 21 | 49 | 8.89% |
| 30 Jun, 21 | 45 | 4.65% |
| 31 Mar, 21 | 43 | -10.42% |
| 31 Dec, 20 | 48 | 2.13% |
| 30 Sep, 20 | 47 | 17.50% |
| 30 Jun, 20 | 40 | -16.67% |
| 31 Mar, 20 | 48 | 9.09% |
| 31 Dec, 19 | 44 | 15.79% |
| 30 Sep, 19 | 38 | -15.56% |
| 30 Jun, 19 | 45 | -11.76% |
| 31 Mar, 19 | 51 | 2.00% |
| 31 Dec, 18 | 50 | 28.21% |
| 30 Sep, 18 | 39 | 18.18% |
| 30 Jun, 18 | 33 | -21.43% |
| 31 Mar, 18 | 42 | 13.51% |
| 31 Dec, 17 | 37 | 19.35% |
| 30 Sep, 17 | 31 | -27.91% |
| 30 Jun, 17 | 43 | 19.44% |
| 31 Mar, 17 | 36 | 44.00% |
| 31 Dec, 16 | 25 | -7.41% |
| 30 Sep, 16 | 27 | -25.00% |
| 30 Jun, 16 | 36 | 50.00% |
| 31 Mar, 16 | 24 | -20.00% |
| 31 Dec, 15 | 30 | 15.38% |
| 30 Sep, 15 | 26 | -7.14% |
| 30 Jun, 15 | 28 | 3.70% |
| 31 Mar, 15 | 27 | 3.85% |
| 31 Dec, 14 | 26 | -21.21% |
| 30 Sep, 14 | 33 | 22.22% |
| 30 Jun, 14 | 27 | 3.85% |
| 31 Mar, 14 | 26 | 52.94% |
| 31 Dec, 13 | 17 | 325.00% |
| 30 Sep, 13 | 4 | - |
| 30 Jun, 13 | - | -100.00% |
| 31 Mar, 13 | 1 | -66.67% |
| 31 Dec, 12 | 3 | 200.00% |
| 30 Sep, 12 | 1 | -50.00% |
| 30 Jun, 12 | 2 | -50.00% |
| 31 Mar, 12 | 4 | - |
| 31 Dec, 11 | 4 | 100.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | - | - |
14 institutional shareholders have reduced their position in IBCP stock as of 30 Jun 24 compared to 49 in the previous quarter (a -71.43% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 50 | -61.54% | 5,829,009 | -65.07% | 27.92% | 0.44% | 27 | -56.45% | 14 | -71.43% |
| 31 Mar, 24 | 130 | -1.52% | 16,686,692 | 0.55% | 79.55% | 1.26% | 62 | -7.46% | 49 | 8.89% |
| 31 Dec, 23 | 132 | 16.81% | 16,596,171 | 1.35% | 79.32% | 1.31% | 67 | 42.55% | 45 | 9.76% |
| 30 Sep, 23 | 113 | -5.83% | 16,375,744 | -0.69% | 77.83% | 1.27% | 47 | -11.32% | 41 | -19.61% |
| 30 Jun, 23 | 120 | -4.76% | 16,489,300 | -0.25% | 78.13% | 1.27% | 53 | -8.62% | 51 | 4.08% |
| 31 Mar, 23 | 126 | -2.33% | 16,531,261 | -3.26% | 78.33% | 1.19% | 58 | -3.33% | 49 | -2.00% |
| 31 Dec, 22 | 129 | 9.32% | 17,087,880 | 3.01% | 81.12% | 1.31% | 60 | 17.65% | 50 | 25.00% |
| 30 Sep, 22 | 118 | -2.48% | 16,587,807 | -0.86% | 78.77% | 1.25% | 51 | - | 40 | -18.37% |
| 30 Jun, 22 | 121 | -6.20% | 16,732,491 | -0.97% | 79.41% | 1.25% | 51 | -7.27% | 49 | -5.77% |
| 31 Mar, 22 | 129 | 3.20% | 16,896,224 | -0.17% | 79.73% | 1.30% | 55 | -6.78% | 52 | 40.54% |
| 31 Dec, 21 | 125 | -2.34% | 16,924,794 | 0.06% | 78.41% | 1.27% | 59 | 3.51% | 37 | -24.49% |
| 30 Sep, 21 | 128 | -3.03% | 16,914,928 | -1.17% | 78.62% | 1.27% | 57 | -1.72% | 49 | 8.89% |
| 30 Jun, 21 | 132 | -2.94% | 17,115,176 | -1.08% | 78.69% | 1.25% | 58 | -7.94% | 45 | 4.65% |
| 31 Mar, 21 | 136 | 7.94% | 17,302,545 | -0.22% | 79.28% | 1.27% | 63 | 23.53% | 43 | -10.42% |
| 31 Dec, 20 | 126 | 6.78% | 17,340,661 | -0.98% | 78.90% | 1.23% | 51 | 13.33% | 48 | 2.13% |
| 30 Sep, 20 | 118 | -2.48% | 17,512,823 | -2.52% | 80.03% | 1.19% | 45 | -21.05% | 47 | 17.50% |
| 30 Jun, 20 | 121 | 2.54% | 17,966,387 | 0.66% | 82.07% | 1.28% | 57 | 9.62% | 40 | -16.67% |
| 31 Mar, 20 | 118 | -9.23% | 17,848,335 | -2.69% | 80.14% | 1.25% | 52 | -17.46% | 48 | 9.09% |
| 31 Dec, 19 | 130 | -1.52% | 18,340,822 | 0.91% | 80.11% | 1.23% | 63 | - | 44 | 15.79% |
| 30 Sep, 19 | 132 | -2.22% | 18,176,242 | 1.37% | 80.83% | 1.33% | 63 | 14.55% | 38 | -15.56% |
| 30 Jun, 19 | 135 | -2.17% | 17,930,693 | -4.56% | 77.84% | 1.23% | 55 | -11.29% | 45 | -11.76% |
| 31 Mar, 19 | 138 | -6.76% | 18,786,855 | -1.83% | 79.64% | 1.25% | 62 | -11.43% | 51 | 2.00% |
| 31 Dec, 18 | 148 | 0.68% | 19,136,871 | 0.73% | 79.77% | 1.29% | 70 | -2.78% | 50 | 28.21% |
| 30 Sep, 18 | 147 | 4.26% | 18,998,966 | 1.25% | 78.67% | 1.30% | 72 | -8.86% | 39 | 18.18% |
| 30 Jun, 18 | 141 | 9.30% | 18,765,071 | 8.97% | 77.83% | 1.20% | 79 | 17.91% | 33 | -21.43% |
| 31 Mar, 18 | 129 | 2.38% | 17,220,716 | -0.73% | 80.60% | 1.22% | 67 | -4.29% | 42 | 13.51% |
| 31 Dec, 17 | 126 | 10.53% | 17,347,146 | -0.49% | 81.33% | 1.22% | 70 | 27.27% | 37 | 19.35% |
| 30 Sep, 17 | 114 | 1.79% | 17,432,439 | 1.01% | 81.71% | 1.25% | 55 | 12.24% | 31 | -27.91% |
| 30 Jun, 17 | 112 | 0.90% | 17,258,927 | 0.57% | 80.91% | 1.25% | 49 | -10.91% | 43 | 19.44% |
| 31 Mar, 17 | 111 | 4.72% | 17,160,327 | 0.83% | 80.53% | 1.26% | 55 | -11.29% | 36 | 44.00% |
| 31 Dec, 16 | 106 | 2.91% | 17,018,788 | 2.87% | 80.09% | 1.32% | 62 | 16.98% | 25 | -7.41% |
| 30 Sep, 16 | 103 | -4.63% | 16,544,557 | -1.10% | 77.92% | 1.26% | 53 | 10.42% | 27 | -25.00% |
| 30 Jun, 16 | 108 | 10.20% | 16,728,572 | 0.70% | 78.61% | 1.35% | 48 | -9.43% | 36 | 50.00% |
| 31 Mar, 16 | 98 | 4.26% | 16,612,288 | -6.24% | 76.37% | 1.21% | 53 | 23.26% | 24 | -20.00% |
| 31 Dec, 15 | 94 | 1.08% | 17,717,766 | -2.33% | 79.40% | 1.24% | 43 | -12.24% | 30 | 15.38% |
| 30 Sep, 15 | 93 | -2.11% | 18,140,935 | 0.01% | 80.01% | 1.28% | 49 | 19.51% | 26 | -7.14% |
| 30 Jun, 15 | 95 | 14.46% | 18,139,216 | 1.61% | 79.21% | 1.31% | 41 | 41.38% | 28 | 3.70% |
| 31 Mar, 15 | 83 | -4.60% | 17,852,243 | 0.61% | 77.63% | 1.30% | 29 | -17.14% | 27 | 3.85% |
| 31 Dec, 14 | 87 | -4.40% | 17,743,163 | 2.17% | 77.30% | 1.35% | 35 | -7.89% | 26 | -21.21% |
| 30 Sep, 14 | 91 | -9.00% | 17,366,104 | 1.39% | 75.70% | 1.36% | 38 | -29.63% | 33 | 22.22% |
| 30 Jun, 14 | 100 | 9.89% | 17,127,848 | 7.94% | 74.70% | 1.55% | 54 | 12.50% | 27 | 3.85% |
| 31 Mar, 14 | 91 | 22.97% | 15,868,008 | 3.79% | 69.33% | 1.54% | 48 | 4.35% | 26 | 52.94% |
| 31 Dec, 13 | 74 | 4.23% | 15,288,210 | 11.09% | 67.01% | 0.71% | 46 | -23.33% | 17 | 325.00% |
| 30 Sep, 13 | 71 | 162.96% | 13,762,541 | 774.72% | 97.14% | 35.27% | 60 | 150.00% | 4 | - |
| 30 Jun, 13 | 27 | 350.00% | 1,573,371 | 793.60% | 16.60% | 459.63% | 24 | 700.00% | - | -100.00% |
| 31 Mar, 13 | 6 | -33.33% | 176,071 | -7.20% | 1.90% | 40.04% | 3 | -40.00% | 1 | -66.67% |
| 31 Dec, 12 | 9 | 12.50% | 189,731 | 191.74% | 2.18% | 396.96% | 5 | 66.67% | 3 | 200.00% |
| 30 Sep, 12 | 8 | 14.29% | 65,035 | -85.40% | 0.74% | 2.77% | 3 | - | 1 | -50.00% |
| 30 Jun, 12 | 7 | -12.50% | 445,396 | -10.76% | 5.17% | 15.13% | 3 | 200.00% | 2 | -50.00% |
| 31 Mar, 12 | 8 | -11.11% | 499,087 | -6.79% | 5.85% | 14.86% | 1 | -75.00% | 4 | - |
| 31 Dec, 11 | 9 | 28.57% | 535,452 | -3.76% | 6.27% | 14.31% | 4 | 300.00% | 4 | 100.00% |
| 30 Sep, 11 | 7 | -12.50% | 556,373 | -25.93% | 6.62% | 8.06% | 1 | -80.00% | 2 | 100.00% |
| 30 Jun, 11 | 8 | 33.33% | 751,095 | 73.17% | 9.06% | 30.32% | 5 | - | 1 | - |
| 31 Mar, 11 | 6 | 20.00% | 433,722 | 22.98% | 5.47% | 11.39% | 5 | 150.00% | - | -100.00% |
| 31 Dec, 10 | 5 | - | 352,682 | -20.61% | 6.93% | 19.82% | 2 | -60.00% | 2 | - |
| 30 Sep, 10 | 5 | - | 444,223 | - | 5.91% | - | 5 | - | - | - |
Independent Bank Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Independent Bank's stock was made by Keller Christina on Aug 05 2024, selling 200 shares at $32.80 per share (valued at $6.56K).
Independent Bank Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | - | - |
| Q2 2024 | 11 | 6 | 183.33% |
| Q1 2024 | 34 | 20 | 170.00% |
| Q4 2023 | 14 | 1 | 1400.00% |
| Q3 2023 | 14 | 35 | 40.00% |
| Q2 2023 | 17 | - | - |
| Q1 2023 | 39 | 23 | 169.57% |
| Q4 2022 | 10 | 1 | 1000.00% |
| Q3 2022 | 18 | 7 | 257.14% |
| Q2 2022 | 21 | 16 | 131.25% |
| Q1 2022 | 34 | 18 | 188.89% |
| Q4 2021 | 14 | 1 | 1400.00% |
| Q3 2021 | 18 | 22 | 81.82% |
| Q2 2021 | 16 | 14 | 114.29% |
| Q1 2021 | 35 | 21 | 166.67% |
| Q4 2020 | 20 | 1 | 2000.00% |
| Q3 2020 | 14 | 2 | 700.00% |
| Q2 2020 | 18 | 27 | 66.67% |
| Q1 2020 | 40 | 26 | 153.85% |
| Q4 2019 | 13 | 56 | 23.21% |
4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Independent Bank's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 6 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 34 | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 4 | 4 | 100.00% |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 2 | 5 | 40.00% |
| Q2 2022 | 1 | 15 | 6.67% |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 1 | 20 | 5.00% |
| Q2 2021 | 1 | 12 | 8.33% |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 5 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 4 | 23 | 17.39% |
| Q1 2020 | 6 | - | - |
| Q4 2019 | - | 55 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Independent Bank's stocks.
Independent Bank Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| FCCO | First Community Corporation |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| HTBI | HomeTrust Bancshares, Inc. |
IBCP Ownership FAQ
Who Owns Independent Bank?
Independent Bank is owned by institutional shareholders (27.92%), insiders (4.57%), and public (67.51%). The largest institutional shareholder of Independent Bank is BLACKROCK INC. (14.20% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.51% of total shares).
Who are the major institutional shareholders of Independent Bank?
Independent Bank's major institutional shareholders are BLACKROCK INC., FJ CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and FMR LLC. The top five shareholders own together 34.45% of the company's share outstanding.
How many Independent Bank shareholders are there?
As of Jun 2024, there are 50 institutional shareholders of Independent Bank.
What percentage of Independent Bank is owned by BLACKROCK INC?
BLACKROCK INC owns 2.96M shares of Independent Bank, representing 14.20% of the company's total shares outstanding, valued at $80.02M (as of Jun 2024).
What percentage of Independent Bank is owned by FJ CAPITAL MANAGEMENT LLC?
As of Jun 2024, FJ CAPITAL MANAGEMENT LLC holds 1.21M shares of Independent Bank (IBCP), compromising 5.81% of the company, valued at $32.75M.
What percentage of Independent Bank is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Independent Bank. The company owns 1.07M of the company's shares outstanding (worth $28.76M).