Raymond James Financial Services Advisors’s Independent Bank INDB Stock Holding History

Raymond James Financial Services Advisors’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	-5,408	Closed	-$274K	–	3504
2024 Q2	$274K	Buy	+5,408	New	+$271K	﹤0.01%	2930
2023 Q3	–	Sell	-6,094	Closed	-$271K	–	3296
2023 Q2	$271K	Buy	6,094 +8	+0.1%	+$415	﹤0.01%	2728
2023 Q1	$399K	Buy	6,086 +32	+0.5%	+$2.45K	﹤0.01%	2475
2022 Q4	$511K	Buy	6,054 +97	+2%	+$8.22K	﹤0.01%	2249
2022 Q3	$444K	Buy	5,957 +79	+1%	+$6.39K	﹤0.01%	2319
2022 Q2	$467K	Sell	5,878 -376	-6%	-$29.9K	﹤0.01%	2324
2022 Q1	$511K	Buy	6,254 +26	+0.4%	+$2.19K	﹤0.01%	2365
2021 Q4	$508K	Buy	+6,228	New	+$517K	﹤0.01%	2366

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial Services Advisors's INDB Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 5,408 shares — an estimated $274K sold.

Raymond James Financial Services Advisors first reported a position in INDB in Q4 2021 and held it in 8 quarters. The position peaked at $511K in Q4 2022. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 5,408 Independent Bank shares in Q3 2024, an estimated $274K.
Raymond James Financial Services Advisors first reported a position in Independent Bank in Q4 2021 and held it in 8 quarters.
Raymond James Financial Services Advisors's Independent Bank position peaked at $511K in Q4 2022.
292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.