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Get Institutions for : 
Independent Bank Group Inc (IBTX)  
$42.71 0.23 (0.54%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 193    6
Total shares held : 
32,115,601  
% of shares held : 
74.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
686,438  
% of shares held change : 
  1.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$39.03  
Last Quarter's Ending Price : 
$50.88  
Last Quarter's Average Price
$40.57  
Change from last quarter's     
avg. price to the last closing  : 
2.14 (5.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 280,520
 0.87%
 
Increased Positions :
67
 2,979,556
 9.28%
 
Unchanged Positions :
36
 972,267
 3.03%
 
Decreased Positions :
71
-1,092,781
-3.4%
 
Closed Positions :
13
-1,480,857
-4.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   EJF CAPITAL LLC 11 *New 2023-12-31 89,447 $4,551,000 89,447
   SILVERCREST ASSET MANAGEMENT GROUP LLC 434 *New 2023-12-31 63,240 $3,218,000 63,240
   Kula Investments LLC 164 *New 2023-03-31 18,851 $874,000 18,851
   Quest Partners LLC 225 *New 2024-03-31 18,825 $859,000 18,825
   Walleye Trading Advisors LLC 1014 *New 2023-12-31 11,747 $598,000 11,747
   VERITION FUND MANAGEGMENT LLC 989 *New 2023-12-31 10,850 $552,000 10,850
   Nelson Van Denburg & Campbell Wealth Management Gr 438 *New 2024-03-31 11,386 $520,000 11,386
   Atom Investors LP 269 *New 2023-12-31 10,163 $517,000 10,163
   CFO4Life L.P. 106 *New 2022-12-31 8,126 $488,000 8,126
   BREVAN HOWARD CAPITAL MANAGEMENT LP 671 *New 2023-12-31 5,717 $291,000 5,717
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 905 *New 2023-12-31 5,249 $267,000 5,249
   BANK OF MONTREAL /CAN/ 2489 *New 2023-12-31 4,593 $244,000 4,593
   Trail Ridge Investment Advisors LLC 97 *New 2023-12-31 4,604 $234,000 4,604
   CORNERCAP INVESTMENT COUNSEL INC 553 *New 2024-03-31 4,904 $224,000 4,904
   STIFEL FINANCIAL CORP 2998 *New 2023-12-31 4,389 $223,000 4,389
   Pictet Asset Management Holding SA 1698 *New 2023-12-31 4,304 $219,000 4,304
   Relative Value Partners Group LLC 255 *New 2023-12-31 4,267 $217,000 4,267
   Aquatic Capital Management LLC 920 *New 2023-12-31 2,900 $148,000 2,900
   QUANTBOT TECHNOLOGIES LLC 1115 *New 2024-03-31 2,837 $130,000 2,837
   nVerses Capital LLC 174 *New 2024-03-31 2,200 $100,000 2,200
   Atlantic Trust Group LLC 1457 *New 2024-03-31 1,955 $86,000 1,955
   Headlands Technologies LLC 830 *New 2024-03-31 665 $30,000 665
   Smartleaf Asset Management LLC 968 *New 2024-03-31 119 $6,000 119
   UMB BANK N A/MO 1782 *New 2024-03-31 26 $1,000 26
   TFC Financial Management 705 *New 2024-03-31 1 $0 1
   Covestor Ltd 2758 *New 2024-03-31 3 $0 3

  26 Records found
  1    
  Page 1 of 1
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