Morgan Stanley’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.7M | Sell |
647,601
-14,831
| -2% | -$1.16M | ﹤0.01% | 2117 |
|
|
2025
Q4 | $48.4M | Buy |
662,432
+37,034
| +6% | +$2.63M | ﹤0.01% | 2111 |
|
|
2025
Q3 | $43.3M | Buy |
625,398
+16,372
| +3% | +$1.11M | ﹤0.01% | 2132 |
|
|
2025
Q2 | $38.3M | Buy |
609,026
+44,766
| +8% | +$2.72M | ﹤0.01% | 2169 |
|
|
2025
Q1 | $35.4M | Sell |
564,260
-26,132
| -4% | -$1.72M | ﹤0.01% | 2136 |
|
|
2024
Q4 | $37.9M | Sell |
590,392
-132,886
| -18% | -$8.86M | ﹤0.01% | 2092 |
|
|
2024
Q3 | $42.8M | Buy |
723,278
+28,878
| +4% | +$1.7M | ﹤0.01% | 1983 |
|
|
2024
Q2 | $35.2M | Sell |
694,400
-13,093
| -2% | -$655K | ﹤0.01% | 2086 |
|
|
2024
Q1 | $36.8M | Sell |
707,493
-395,771
| -36% | -$21.9M | ﹤0.01% | 2054 |
|
|
2023
Q4 | $72.6M | Buy |
1,103,264
+545,553
| +98% | +$30.1M | ﹤0.01% | 2051 |
|
|
2023
Q3 | $27.4M | Buy |
557,711
+58,164
| +12% | +$3.09M | ﹤0.01% | 2123 |
|
|
2023
Q2 | $22.2M | Sell |
499,547
-321,697
| -39% | -$16.7M | ﹤0.01% | 2373 |
|
|
2023
Q1 | $53.9M | Sell |
821,244
-140,599
| -15% | -$10.8M | 0.01% | 1478 |
|
|
2022
Q4 | $81.2M | Buy |
961,843
+688,062
| +251% | +$58.3M | 0.01% | 1163 |
|
|
2022
Q3 | $20.4M | Sell |
273,781
-21,122
| -7% | -$1.71M | ﹤0.01% | 2173 |
|
|
2022
Q2 | $23.4M | Buy |
294,903
+74,251
| +34% | +$5.9M | ﹤0.01% | 2112 |
|
|
2022
Q1 | $18M | Sell |
220,652
-17,424
| -7% | -$1.47M | ﹤0.01% | 2232 |
|
|
2021
Q4 | $19.4M | Sell |
238,076
-3,959
| -2% | -$329K | ﹤0.01% | 2184 |
|
|
2021
Q3 | $18.4M | Buy |
242,035
+98,711
| +69% | +$7.23M | ﹤0.01% | 2171 |
|
|
2021
Q2 | $10.8M | Sell |
143,324
-27,887
| -16% | -$2.24M | ﹤0.01% | 2882 |
|
|
2021
Q1 | $14.4M | Buy |
171,211
+46,772
| +38% | +$3.91M | ﹤0.01% | 2269 |
|
|
2020
Q4 | $9.09M | Sell |
124,439
-24,889
| -17% | -$1.62M | ﹤0.01% | 2616 |
|
|
2020
Q3 | $7.82M | Buy |
149,328
+43,978
| +42% | +$2.73M | ﹤0.01% | 2256 |
|
|
2020
Q2 | $7.07M | Sell |
105,350
-12,390
| -11% | -$833K | ﹤0.01% | 2310 |
|
|
2020
Q1 | $7.58M | Sell |
117,740
-68,845
| -37% | -$4.92M | ﹤0.01% | 2040 |
|
|
2019
Q4 | $15.5M | Buy |
186,585
+59,897
| +47% | +$4.9M | ﹤0.01% | 1903 |
|
|
2019
Q3 | $9.46M | Sell |
126,688
-38,276
| -23% | -$2.78M | ﹤0.01% | 2190 |
|
|
2019
Q2 | $12.6M | Buy |
164,964
+142,817
| +645% | +$11.1M | ﹤0.01% | 1919 |
|
|
2019
Q1 | $1.79M | Sell |
22,147
-29,197
| -57% | -$2.31M | ﹤0.01% | 3677 |
|
|
2018
Q4 | $3.61M | Sell |
51,344
-14,847
| -22% | -$1.15M | ﹤0.01% | 3256 |
|
|
2018
Q3 | $5.47M | Buy |
66,191
+2,051
| +3% | +$179K | ﹤0.01% | 3087 |
|
|
2018
Q2 | $5.03M | Sell |
64,140
-5,013
| -7% | -$383K | ﹤0.01% | 3140 |
|
|
2018
Q1 | $4.95M | Sell |
69,153
-4,388
| -6% | -$316K | ﹤0.01% | 3039 |
|
|
2017
Q4 | $5.14M | Buy |
73,541
+30,707
| +72% | +$2.2M | ﹤0.01% | 3088 |
|
|
2017
Q3 | $3.2M | Buy |
42,834
+14,258
| +50% | +$992K | ﹤0.01% | 3418 |
|
|
2017
Q2 | $1.91M | Sell |
28,576
-12,929
| -31% | -$824K | ﹤0.01% | 3844 |
|
|
2017
Q1 | $2.7M | Sell |
41,505
-44,432
| -52% | -$2.87M | ﹤0.01% | 3535 |
|
|
2016
Q4 | $6.05M | Buy |
85,937
+75,327
| +710% | +$4.62M | ﹤0.01% | 2791 |
|
|
2016
Q3 | $574K | Sell |
10,610
-18,737
| -64% | -$954K | ﹤0.01% | 4442 |
|
|
2016
Q2 | $1.34M | Buy |
29,347
+16,676
| +132% | +$778K | ﹤0.01% | 3740 |
|
|
2016
Q1 | $582K | Sell |
12,671
-1,571
| -11% | -$70.1K | ﹤0.01% | 4329 |
|
|
2015
Q4 | $662K | Sell |
14,242
-829
| -6% | -$39.9K | ﹤0.01% | 4345 |
|
|
2015
Q3 | $694K | Buy |
15,071
+3,400
| +29% | +$159K | ﹤0.01% | 4388 |
|
|
2015
Q2 | $548K | Sell |
11,671
-2,614
| -18% | -$116K | ﹤0.01% | 4655 |
|
|
2015
Q1 | $626K | Buy |
14,285
+2,536
| +22% | +$104K | ﹤0.01% | 4492 |
|
|
2014
Q4 | $503K | Sell |
11,749
-1,474
| -11% | -$58.3K | ﹤0.01% | 4658 |
|
|
2014
Q3 | $473K | Sell |
13,223
-123
| -0.9% | -$4.54K | ﹤0.01% | 4609 |
|
|
2014
Q2 | $513K | Sell |
13,346
-1,857
| -12% | -$69.5K | ﹤0.01% | 4553 |
|
|
2014
Q1 | $598K | Sell |
15,203
-3,246
| -18% | -$122K | ﹤0.01% | 4428 |
|
|
2013
Q4 | $721K | Buy |
18,449
+3,465
| +23% | +$127K | ﹤0.01% | 4193 |
|
|
2013
Q3 | $536K | Buy |
14,984
+6,514
| +77% | +$237K | ﹤0.01% | 4282 |
|
|
2013
Q2 | $292K | Buy |
+8,470
| New | +$272K | ﹤0.01% | 4621 |
|
Other funds holding INDB
VPM
VCM
RT
DRZID
Morgan Stanley's INDB Position: Q1 2026 in Review
Morgan Stanley reduced its Independent Bank (INDB) stake by 2.2% in Q1 2026, selling an estimated $1.16M and leaving 647,601 shares worth $48.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.
Morgan Stanley first reported a position in INDB in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.2M in Q4 2022. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.
- Morgan Stanley held 647,601 shares of Independent Bank worth $48.7M as of Q1 2026.
- Morgan Stanley sold 14,831 Independent Bank shares in Q1 2026, an estimated $1.16M.
- Independent Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2117 holding.
- Morgan Stanley first reported a position in Independent Bank in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Independent Bank position peaked at $81.2M in Q4 2022.
- 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.