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INDB icon

Paloma Partners’s Independent Bank INDB Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-3,831
Closed -$227K – 656
2024
Q3 		$227K Sell
3,831
-774
-17% -$45.5K 0.01% 923
2024
Q2 		$234K Buy
+4,605
New +$230K 0.01% 967
2021
Q2 		– Sell
-6,156
Closed -$519K – 2008
2021
Q1 		$519K Buy
+6,156
New +$514K 0.01% 1086
2020
Q4 		– Sell
-11,078
Closed -$579K – 1916
2020
Q3 		$579K Buy
11,078
+6,825
+160% +$424K 0.01% 1062
2020
Q2 		$285K Buy
+4,253
New +$286K ﹤0.01% 1498
2020
Q1 		– Sell
-2,834
Closed -$236K – 1625
2019
Q4 		$236K Sell
2,834
-2,337
-45% -$191K ﹤0.01% 1895
2019
Q3 		$386K Buy
+5,171
New +$375K 0.01% 1360
2018
Q2 		– Sell
-2,861
Closed -$205K – 1900
2018
Q1 		$205K Buy
+2,861
New +$206K ﹤0.01% 1792
2016
Q1 		– Sell
-6,358
Closed -$296K – 1947
2015
Q4 		$296K Buy
+6,358
New +$306K 0.01% 1335

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return