RJA
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Raymond James & Associates’s Independent Bank INDB Stock Holding History

Raymond James & Associates’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
Q3 		– Sell
-40,977
Closed -$2.08M – 4049
2024
Q2 		$2.08M Sell
40,977
-46,779
-53% -$2.34M ﹤0.01% 2148
2024
Q1 		$4.57M Sell
87,756
-7,362
-8% -$407K ﹤0.01% 1653
2023
Q4 		$6.26M Sell
95,118
-14,031
-13% -$774K ﹤0.01% 1386
2023
Q3 		$5.36M Buy
109,149
+34,264
+46% +$1.82M ﹤0.01% 1417
2023
Q2 		$3.33M Buy
74,885
+18,731
+33% +$972K ﹤0.01% 1750
2023
Q1 		$3.68M Buy
56,154
+13,529
+32% +$1.03M ﹤0.01% 1673
2022
Q4 		$3.6M Buy
42,625
+23,540
+123% +$2M ﹤0.01% 1644
2022
Q3 		$1.42M Sell
19,085
-1,526
-7% -$123K ﹤0.01% 2179
2022
Q2 		$1.64M Sell
20,611
-981
-5% -$78K ﹤0.01% 2118
2022
Q1 		$1.76M Sell
21,592
-5,694
-21% -$481K ﹤0.01% 2220
2021
Q4 		$2.23M Buy
+27,286
New +$2.27M ﹤0.01% 2112
2020
Q2 		– Sell
-3,696
Closed -$238K – 3590
2020
Q1 		$238K Sell
3,696
-874
-19% -$62.4K ﹤0.01% 2920
2019
Q4 		$380K Sell
4,570
-629
-12% -$51.4K ﹤0.01% 2930
2019
Q3 		$388K Sell
5,199
-135
-3% -$9.79K ﹤0.01% 2836
2019
Q2 		$406K Sell
5,334
-547
-9% -$42.6K ﹤0.01% 2818
2019
Q1 		$476K Buy
5,881
+2,487
+73% +$197K ﹤0.01% 2685
2018
Q4 		$239K Buy
3,394
+245
+8% +$19K ﹤0.01% 3003
2018
Q3 		$260K Sell
3,149
-55
-2% -$4.8K ﹤0.01% 3131
2018
Q2 		$251K Hold
3,204
– – ﹤0.01% 3124
2018
Q1 		$229K Buy
3,204
+67
+2% +$4.82K ﹤0.01% 3063
2017
Q4 		$219K Sell
3,137
-26
-0.8% -$1.86K ﹤0.01% 3004
2017
Q3 		$236K Buy
+3,163
New +$220K ﹤0.01% 2942

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James & Associates's INDB Position: Q3 2024 in Review

Raymond James & Associates sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 40,977 shares — an estimated $2.08M sold.

Raymond James & Associates first reported a position in INDB in Q3 2017 and held it in 22 quarters. The position peaked at $6.26M in Q4 2023. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Raymond James & Associates reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 40,977 Independent Bank shares in Q3 2024, an estimated $2.08M.
  • Raymond James & Associates first reported a position in Independent Bank in Q3 2017 and held it in 22 quarters.
  • Raymond James & Associates's Independent Bank position peaked at $6.26M in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.