Independent Bank Group, Inc.
IBTXDelisted Jan 2, 2025- Industry
- State Commercial Banks
- SEC CIK
- 0001564618
Independent Bank Group, Inc. was delisted on Jan 2, 2025; its insiders filed their last Form 4 on Jan 3, 2025; 187 institutions reported holding it in 13F filings for Q4 2024, worth $1.98B in total; no superinvestor held it.
Q1 2023 vs. Q4 2022
How the institutions holding Independent Bank Group, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 182 | 3 | 189 | +10 |
| Shares | 31.4M | 35.2K | 30.9M | −445.8K (−1.4%) |
| Value | $1.89B | $2.15M | $1.43B | −$449.8M (−23.9%) |
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (33)
Institutions that held Independent Bank Group, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (23)
Institutions that held Independent Bank Group, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Phocas Financial Corp. | 118,732 | $7.13M |
| Brandywine Global Investment Management, LLC | 103,800 | $6.24M |
| Kennedy Capital Management, Inc. | 61,901 | $3.72M |
| ExodusPoint Capital Management, LP | 28,502 | $1.71M |
| Advisory Research Inc | 13,492 | $810.6K |
| Algert Global LLC | 11,301 | $679.0K |
| Dynamic Technology Lab Private Ltd | 9,570 | $575.0K |
| New York Life Investment Management LLC | 7,973 | $479.0K |
| HSBC Holdings PLC | 7,653 | $458.7K |
| Pictet Asset Management SA | 4,304 | $259.0K |
| CIBC Asset Management Inc | 4,226 | $253.9K |
| Teacher Retirement System of Texas | 4,148 | $249.0K |
| Prudent Man Advisors, LLC | 3,539 | $213.0K |
| Henshaw Capital LLC | 3,519 | $211.4K |
| United Capital Financial Advisers, LLC | 3,412 | $205.0K |
| Sutton Wealth Advisors Inc. | 263 | $15.8K |
| Concord Wealth Partners | 74 | $4.45K |
| Contravisory Investment Management, Inc. | 67 | $4.03K |
| Comerica Securities,inc. | 32 | $1.92K |
| Sofos Investments, Inc. | 60 | $97 |
| Rockefeller Capital Management L.P. | 12 | $0 |
| Ronald Blue Trust, Inc. | 6 | $0 |
| IFP Advisors, Inc | 3 | – |
Not filed for Q1 2023 yet (3)
Institutions that held Independent Bank Group, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 21,541 | $1.33M |
| CFO4Life, L.P. | 8,126 | $488.2K |
| Icon Wealth Advisors, LLC | 5,496 | $330.2K |