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Oppenheimer & Co’s Independent Bank INDB Stock Holding History

Oppenheimer & Co’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,015
Closed -$590K – 1419
2023
Q3 		$590K Hold
12,015
– – 0.01% 879
2023
Q2 		$535K Hold
12,015
– – 0.01% 942
2023
Q1 		$788K Buy
+12,015
New +$919K 0.02% 774
2022
Q4 		– Sell
-7,874
Closed -$587K – 1393
2022
Q3 		$587K Buy
+7,874
New +$637K 0.01% 834

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Oppenheimer & Co's INDB Position: Q4 2023 in Review

Oppenheimer & Co sold out of Independent Bank (INDB) in Q4 2023, closing a stake of 12,015 shares — an estimated $590K sold.

Oppenheimer & Co first reported a position in INDB in Q3 2022 and held it in 4 quarters. The position peaked at $788K in Q1 2023. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • Oppenheimer & Co reported no remaining Independent Bank position as of Q4 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 12,015 Independent Bank shares in Q4 2023, an estimated $590K.
  • Oppenheimer & Co first reported a position in Independent Bank in Q3 2022 and held it in 4 quarters.
  • Oppenheimer & Co's Independent Bank position peaked at $788K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.