Independent Bank Group, Inc.(IBTX)

$60.67—

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Independent Bank Group, Inc.(IBTX)

NASDAQ

$60.67—

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IBTX(IBTX)

IBTX

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 66 Institutional Holders

Holder	Shares	Date	Change	% Held
Lindbrook Capital, LLC	--	Mar 31, 25	-26	--
Nuveen Asset Management, LLC	99.20K	Dec 31, 24	-1.01K	0.24%
PRIVATE CAPITAL MANAGEMENT LLC	21.30K	Dec 31, 24	-93.44K	0.05%
CHARTWELL INVESTMENT PARTNERS, LLC	99.08K	Sep 30, 24	-11.08K	0.24%
RAYMOND JAMES & ASSOCIATES	17.84K	Sep 30, 24	-2.14K	0.04%
BlackRock Inc.	5.65M	Jun 30, 24	-208.30K	13.62%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	2.58K	Jun 30, 24	--	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-4.27K	--
CREDIT SUISSE AG/	39.45K	Mar 31, 24	+173	0.10%
Weiss Multi-Strategy Advisers LLC	43.15K	Dec 31, 23	-51.85K	0.10%
Icon Wealth Partners, LLC	5.53K	Sep 30, 23	--	0.01%
Steward Financial Group LLC	33	Sep 30, 23	+33	0.00%
EA Series Trust	86.89K	Jun 30, 23	+86.89K	0.21%
Kula Investments, LLC	18.85K	Mar 31, 23	+18.85K	0.05%
Avalon Investment & Advisory	6.77K	Mar 31, 23	--	0.02%
CFO4Life, L.P.	8.13K	Dec 31, 22	+8.13K	0.02%
EATON VANCE MANAGEMENT	56.91K	Sep 30, 22	-58	0.14%
Walthausen & Co., LLC	22.95K	Sep 30, 22	-180	0.06%
WIPFLI FINANCIAL ADVISORS LLC,	604	Sep 30, 22	+604	0.00%
Jefferies Group LLC	--	Sep 30, 22	-6.24K	--
Private Capital Group, LLC	162	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	5	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	110.40K	Mar 31, 22	+6.57K	0.27%
Amalgamated Financial Corp.	16.68K	Mar 31, 22	+16.68K	0.04%
IndexIQ Advisors LLC	5.43K	Mar 31, 22	+5.43K	0.01%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-3.30K	--
NEXT Financial Group, Inc	14	Dec 31, 21	--	0.00%
Covenant Multifamily Offices, LLC	15.29K	Sep 30, 21	--	0.04%
Berman Capital Advisors, LLC	99	Sep 30, 21	+99	0.00%
PICTET ASSET MANAGEMENT LTD	2.80K	Jun 30, 21	--	0.01%
Aperio Group, LLC	25.82K	Dec 31, 20	-77	0.06%
Matarin Capital Management, LLC	12.88K	Dec 31, 20	+12.88K	0.03%
FRONTIER INVESTMENT MGMT CO	275.63K	Jun 30, 20	+8.40K	0.67%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.80K	Dec 31, 19	-238	0.01%
Advisor Group, Inc.	1.00K	Dec 31, 19	-388	0.00%
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.	157.40K	Sep 30, 19	+7.30K	0.38%
BB&T SECURITIES, LLC	6.03K	Sep 30, 19	+373	0.01%
Cortina Asset Management, LLC	80.24K	Jun 30, 19	-598	0.19%
TIAA CREF INVESTMENT MANAGEMENT LLC	106.78K	Mar 31, 19	+25.25K	0.26%
Seacliff Capital, LLC	75.00K	Mar 31, 19	+75.00K	0.18%
TEACHERS ADVISORS, LLC	71.89K	Mar 31, 19	+24.55K	0.17%
SECOR Capital Advisors, LP	20.18K	Mar 31, 19	-43.34K	0.05%
Lee Equity Partners, LLC	1.10M	Dec 31, 18	+1.10M	2.65%
Sapphire Star Partners LP	9.80K	Dec 31, 18	+253	0.02%
Edge Advisors, LLC	925	Jun 30, 18	+165	0.00%
BB&T INVESTMENT SERVICES, INC.	85	Dec 31, 17	+24	0.00%
Acrospire Investment Management LLC	--	Sep 30, 17	-598	--
Geneva Advisors, LLC	342.25K	Jun 30, 17	-18.14K	0.83%
WFG Advisors, LP	27.42K	Jun 30, 17	+26.10K	0.07%
Airain ltd	4.31K	Jun 30, 17	+4.31K	0.01%
Virtu KCG Holdings LLC	4.21K	Jun 30, 17	+4.21K	0.01%
BlackRock Fund Advisors	366.21K	Dec 31, 16	+57.34K	0.88%
BlackRock Institutional Trust Company, N.A.	320.51K	Dec 31, 16	+106.72K	0.77%
WEATHERBIE CAPITAL, LLC	234.95K	Dec 31, 16	-28.70K	0.57%
BlackRock Investment Management, LLC	46.93K	Dec 31, 16	-310	0.11%
BLACKROCK ADVISORS LLC	6.08K	Dec 31, 16	+69	0.01%
BlackRock Group LTD	6.04K	Dec 31, 16	+555	0.01%
KANALY TRUST CO	2.00K	Dec 31, 16	--	0.00%
MSI Financial Services Inc	1	Dec 31, 16	--	0.00%
Consector Capital, LP	25.00K	Sep 30, 16	--	0.06%
Emerald Acquisition Ltd.	13.13K	Sep 30, 16	-9.82K	0.03%
Limestone Value Partners, LLC	--	Sep 30, 16	-9.03K	--
RUSSELL FRANK CO/	19.65K	Mar 31, 16	-19.24K	0.05%
BLACKTHORN INVESTMENT GROUP LLC	6.00K	Sep 30, 15	-4.10K	0.01%
MUNDER CAPITAL MANAGEMENT	19.24K	Sep 30, 14	-2.43K	0.05%
UBS AG	6.16K	Sep 30, 14	+3.20K	0.01%

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Holder

Date

Change

% Held

Lindbrook Capital, LLC

Mar 31, 25

-26

Nuveen Asset Management, LLC

99.20K

Dec 31, 24

-1.01K

0.24%

PRIVATE CAPITAL MANAGEMENT LLC

21.30K

Dec 31, 24

-93.44K

0.05%

CHARTWELL INVESTMENT PARTNERS, LLC

99.08K

Sep 30, 24

-11.08K

0.24%

RAYMOND JAMES & ASSOCIATES

17.84K

Sep 30, 24

-2.14K

0.04%

BlackRock Inc.

5.65M

Jun 30, 24

-208.30K

13.62%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

2.58K

Jun 30, 24

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-4.27K

CREDIT SUISSE AG/

39.45K

Mar 31, 24

+173

0.10%

Weiss Multi-Strategy Advisers LLC

43.15K

Dec 31, 23

-51.85K

0.10%

Icon Wealth Partners, LLC

5.53K

Sep 30, 23

0.01%

Steward Financial Group LLC

Sep 30, 23

+33

0.00%

EA Series Trust

86.89K

Jun 30, 23

+86.89K

0.21%

Kula Investments, LLC

18.85K

Mar 31, 23

+18.85K

0.05%

Avalon Investment & Advisory

6.77K

Mar 31, 23

0.02%

CFO4Life, L.P.

8.13K

Dec 31, 22

+8.13K

0.02%

EATON VANCE MANAGEMENT

56.91K

Sep 30, 22

-58

0.14%

Walthausen & Co., LLC

22.95K

Sep 30, 22

-180

0.06%

WIPFLI FINANCIAL ADVISORS LLC,

604

Sep 30, 22

+604

0.00%

Jefferies Group LLC

Sep 30, 22

-6.24K

Private Capital Group, LLC

162

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

110.40K

Mar 31, 22

+6.57K

0.27%

Amalgamated Financial Corp.

16.68K

Mar 31, 22

+16.68K

0.04%

IndexIQ Advisors LLC

5.43K

Mar 31, 22

+5.43K

0.01%

Livingston Group Asset Management CO (operating as Southport Capital Management)

Mar 31, 22

-3.30K

NEXT Financial Group, Inc

Dec 31, 21

0.00%

Covenant Multifamily Offices, LLC

15.29K

Sep 30, 21

0.04%

Berman Capital Advisors, LLC

Sep 30, 21

+99

0.00%

PICTET ASSET MANAGEMENT LTD

2.80K

Jun 30, 21

0.01%

Aperio Group, LLC

25.82K

Dec 31, 20

-77

0.06%

Matarin Capital Management, LLC

12.88K

Dec 31, 20

+12.88K

0.03%

FRONTIER INVESTMENT MGMT CO

275.63K

Jun 30, 20

+8.40K

0.67%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.80K

Dec 31, 19

-238

0.01%

Advisor Group, Inc.

1.00K

Dec 31, 19

-388

0.00%

FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.

157.40K

Sep 30, 19

+7.30K

0.38%

BB&T SECURITIES, LLC

6.03K

Sep 30, 19

+373

0.01%

Cortina Asset Management, LLC

80.24K

Jun 30, 19

-598

0.19%

TIAA CREF INVESTMENT MANAGEMENT LLC

106.78K

Mar 31, 19

+25.25K

0.26%

Seacliff Capital, LLC

75.00K

Mar 31, 19

+75.00K

0.18%

TEACHERS ADVISORS, LLC

71.89K

Mar 31, 19

+24.55K

0.17%

SECOR Capital Advisors, LP

20.18K

Mar 31, 19

-43.34K

0.05%

Lee Equity Partners, LLC

1.10M

Dec 31, 18

+1.10M

2.65%

Sapphire Star Partners LP

9.80K

Dec 31, 18

+253

0.02%

Edge Advisors, LLC

925

Jun 30, 18

+165

0.00%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

+24

0.00%

Acrospire Investment Management LLC

Sep 30, 17

-598

Geneva Advisors, LLC

342.25K

Jun 30, 17

-18.14K

0.83%

WFG Advisors, LP

27.42K

Jun 30, 17

+26.10K

0.07%

Airain ltd

4.31K

Jun 30, 17

+4.31K

0.01%

Virtu KCG Holdings LLC

4.21K

Jun 30, 17

+4.21K

0.01%

BlackRock Fund Advisors

366.21K

Dec 31, 16

+57.34K

0.88%

BlackRock Institutional Trust Company, N.A.

320.51K

Dec 31, 16

+106.72K

0.77%

WEATHERBIE CAPITAL, LLC

234.95K

Dec 31, 16

-28.70K

0.57%

BlackRock Investment Management, LLC

46.93K

Dec 31, 16

-310

0.11%

BLACKROCK ADVISORS LLC

6.08K

Dec 31, 16

+69

0.01%

BlackRock Group LTD

6.04K

Dec 31, 16

+555

0.01%

KANALY TRUST CO

2.00K

Dec 31, 16

0.00%

MSI Financial Services Inc

Dec 31, 16

0.00%

Consector Capital, LP

25.00K

Sep 30, 16

0.06%

Emerald Acquisition Ltd.

13.13K

Sep 30, 16

-9.82K

0.03%

Limestone Value Partners, LLC

Sep 30, 16

-9.03K

RUSSELL FRANK CO/

19.65K

Mar 31, 16

-19.24K

0.05%

BLACKTHORN INVESTMENT GROUP LLC

6.00K

Sep 30, 15

-4.10K

0.01%

MUNDER CAPITAL MANAGEMENT

19.24K

Sep 30, 14

-2.43K

0.05%

UBS AG

6.16K

Sep 30, 14

+3.20K

0.01%