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Independent Bank shares owned by LPL Financial

Quarter-by-quarter ownership of Independent Bank (IBTX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Independent Bank

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All positions including Independent Bank held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $529k 13k 39.55
2023-06-30 $461k 13k 34.53
2023-03-31 $623k 13k 46.35
2022-12-31 $811k 14k 60.08
2022-09-30 $874k 14k 61.41

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View all positions for LPL Financial

Top funds holding Independent Bank

Vanguard Group
Dimensional Fund Advisors
Millennium Management
FJ Capital Management
Holocene Advisors
Royce & Associates
Bank of New York Mellon
Charles Schwab Investment Management
Hodges Capital Management
HighTower Advisors
Goldman Sachs Group
Bessemer
Bank of America Corporation
Principal Financial Group
Peregrine Capital Management

View all funds holding Independent Bank