INDEPENDENT BANK CORP MASS shareholder history

Current and past INDEPENDENT BANK CORP MASS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.01%0.02%Q1 2012Q3 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.08%Q4 2012Q3 202344
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.00%Q4 2013Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.02%0.04%Q1 2013Q3 202343
Champlain Investment Partners, LLC 43430.19%0.51%0.74%Q1 2013Q3 202343
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.46%0.88%1.26%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.02%0.06%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.01%Q2 2012Q4 202242
RBF Capital, LLC 42420.08%0.23%0.30%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.02%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.04%0.09%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
EXCALIBUR MANAGEMENT CORP 42420.64%1.44%2.23%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.01%0.01%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.05%0.22%0.43%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.03%0.07%0.12%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.04%0.08%0.14%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.04%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROCKLAND TRUST CO 42421.74%3.14%4.88%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.10%0.23%0.39%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.02%Q2 2013Q3 202342
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
Moors & Cabot, Inc. 39390.00%0.26%0.48%Q1 2014Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.01%0.03%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.58%1.23%1.96%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.08%0.15%0.22%Q3 2013Q3 202341
Arizona State Retirement System 3380.01%0.01%0.05%Q1 2013Q3 202341
CREDIT SUISSE AG/ 41410.00%0.00%0.01%Q3 2013Q3 202341
Bollard Group LLC 41410.01%0.01%0.01%Q3 2013Q3 202341
BARCLAYS PLC 31100.00%0.00%0.01%Q2 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 40400.00%0.00%0.00%Q4 2013Q3 202340
GHP Investment Advisors, Inc. 40400.05%0.11%0.25%Q4 2013Q3 202340
State of Tennessee, Treasury Department 3280.00%0.01%0.02%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.05%Q4 2013Q3 202340
New England Research & Management, Inc. 40400.37%0.92%1.50%Q4 2013Q3 202340
NJ State Employees Deferred Compensation Plan 39390.03%0.12%0.28%Q1 2014Q3 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.00%0.01%0.01%Q4 2013Q3 202339
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3270.00%0.00%0.01%Q2 2013Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3510.00%0.00%0.01%Q2 2013Q3 202339
American Research & Management Co. 38380.02%0.04%0.06%Q2 2013Q3 202238
Citadel Advisors 1020.00%0.00%0.00%Q4 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 27100.00%0.00%0.00%Q1 2014Q3 202337
FIFTH THIRD BANCORP 14110.00%0.00%0.00%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
ProShare Advisors LLC 1420.00%0.01%0.03%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
NISA INVESTMENT ADVISORS, LLC 36360.00%0.01%0.01%Q4 2014Q3 202336
ISTHMUS PARTNERS, LLC 18170.16%0.26%0.33%Q4 2014Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
PRIO WEALTH LIMITED PARTNERSHIP 35350.13%0.34%0.50%Q1 2015Q3 202335
PRUDENTIAL PLC 3230.01%0.04%0.08%Q2 2013Q2 202335
PineBridge Investments, L.P. 2770.00%0.01%0.05%Q2 2013Q2 202334
Tower Research Capital LLC (TRC) 1410.00%0.01%0.05%Q2 2013Q3 202334
Versant Capital Management, Inc 33330.00%0.02%0.04%Q4 2015Q4 202333
Fisher Asset Management, LLC 33330.00%0.01%0.01%Q3 2015Q3 202333
NICHOLS & PRATT ADVISERS LLP /MA 2940.02%0.03%0.04%Q4 2014Q1 202333
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
PROFUND ADVISORS LLC 1720.01%0.01%0.02%Q3 2013Q1 202332
MASON STREET ADVISORS, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
QUADRANT CAPITAL GROUP LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
MOODY ALDRICH PARTNERS LLC 31311.10%1.85%2.70%Q1 2016Q3 202331
TCTC Holdings, LLC 30300.01%0.02%0.03%Q4 2015Q1 202330
Winslow, Evans & Crocker, Inc. 29290.01%0.02%0.08%Q4 2013Q4 202029
TEACHER RETIREMENT SYSTEM OF TEXAS 1340.00%0.00%0.01%Q2 2013Q3 202329
Baystate Wealth Management LLC 2810.01%0.02%0.04%Q2 2013Q3 202329
Sutton Wealth Advisors Inc. 28280.01%0.02%0.04%Q1 2016Q4 202228
SEI INVESTMENTS CO 2620.00%0.00%0.01%Q3 2016Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
State of Alaska, Department of Revenue 28280.01%0.02%0.03%Q4 2016Q3 202328
FIRST MERCANTILE TRUST CO 28280.01%0.01%0.02%Q2 2013Q1 202028
MIDDLETON & CO INC/MA 28280.03%0.06%0.51%Q2 2016Q1 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
AMALGAMATED BANK 15120.01%0.01%0.02%Q4 2016Q3 202327
Aperio Group, LLC 27270.00%0.00%0.01%Q2 2014Q4 202027
J.P. Morgan Private Wealth Advisors LLC 14130.00%0.00%0.01%Q1 2014Q1 202327
Ameritas Investment Partners, Inc. 27270.01%0.01%0.01%Q1 2017Q3 202327
Polaris Capital Management, LLC 1890.01%0.61%2.17%Q4 2014Q3 202327
Renaissance Technologies 1120.00%0.01%0.04%Q3 2014Q3 202327
Channing Capital Management, LLC 1260.79%1.60%2.41%Q2 2013Q4 202227
Walthausen & Co., LLC 1880.14%0.57%1.36%Q2 2013Q3 202226
FIDUCIARY TRUST CO 26260.00%0.01%0.03%Q4 2016Q1 202326
EASTERN BANK 1510.01%0.02%0.03%Q4 2016Q3 202326
SG Americas Securities, LLC 1010.00%0.01%0.02%Q3 2013Q3 202326
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.01%Q3 2013Q3 202325
FMR LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
AQR Capital Management 1910.00%0.00%0.01%Q4 2012Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 24240.00%0.00%0.01%Q4 2017Q3 202324
JANUS HENDERSON GROUP PLC 1680.00%0.01%0.03%Q2 2017Q3 202324
Smithfield Trust Co 24240.00%0.00%0.00%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.11%0.23%0.34%Q4 2017Q3 202324
Municipal Employees' Retirement System of Michigan 1860.02%0.03%0.06%Q1 2014Q1 202024
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Crossmark Global Holdings, Inc. 1210.00%0.01%0.01%Q3 2016Q2 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Aries Wealth Management 1760.39%1.19%2.35%Q4 2017Q3 202323
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 22220.01%0.02%0.04%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Diversified Trust Co 1910.01%0.02%0.05%Q4 2013Q4 202322
PANAGORA ASSET MANAGEMENT INC 1210.00%0.01%0.05%Q4 2015Q3 202322
HEARTLAND ADVISORS INC 1390.42%0.65%0.86%Q2 2013Q1 202322
IFP Advisors, Inc 910.00%0.00%0.00%Q4 2015Q4 202222
Janney Montgomery Scott LLC 910.00%0.00%0.00%Q4 2016Q3 202322
Russell Investments Group, Ltd. 820.00%0.00%0.05%Q4 2016Q3 202321
LS Investment Advisors, LLC 21210.00%0.00%0.01%Q2 2015Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Manchester Capital Management LLC 1220.00%0.00%0.02%Q2 2013Q3 202321
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.02%Q4 2018Q3 202320
Balentine LLC 1280.00%0.00%0.00%Q1 2015Q2 202020
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.04%0.08%0.17%Q3 2018Q3 202319
HM PAYSON & CO 1810.00%0.01%0.01%Q3 2018Q3 202319
TWO SIGMA ADVISERS, LP 910.00%0.00%0.01%Q4 2013Q3 202119
DELTA ASSET MANAGEMENT LLC/TN 1630.00%0.00%0.01%Q1 2015Q4 202119
RAYMOND JAMES & ASSOCIATES 1180.00%0.00%0.01%Q3 2017Q3 202319
HANCOCK WHITNEY CORP 930.01%0.03%0.05%Q4 2013Q2 202019
EMERALD MUTUAL FUND ADVISERS TRUST 19190.04%0.05%0.09%Q2 2013Q4 201719
GW&K Investment Management, LLC 18180.00%0.11%0.34%Q2 2019Q3 202318
AMERICAN CENTURY COMPANIES INC 1010.00%0.01%0.04%Q3 2014Q3 202318
EVERENCE CAPITAL MANAGEMENT INC 18180.02%0.04%0.06%Q1 2019Q2 202318
RMB Capital Management, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.00%0.00%0.01%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.01%0.01%0.01%Q2 2013Q3 201718
Keeley-Teton Advisors, LLC 980.04%0.05%0.07%Q2 2019Q3 202317
STIFEL FINANCIAL CORP 17170.00%0.00%0.00%Q1 2019Q1 202317
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
ENVESTNET ASSET MANAGEMENT INC 1160.00%0.00%0.00%Q1 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1610.00%0.00%0.01%Q1 2019Q3 202317
Commonwealth Equity Services, Inc 17170.00%0.01%0.01%Q3 2013Q3 201717
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.02%Q3 2015Q3 201917
STRS OHIO 820.00%0.00%0.00%Q4 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.01%Q2 2013Q2 201717
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
Cubist Systematic Strategies, LLC 610.00%0.01%0.04%Q4 2017Q3 202316
Advisory Services Network, LLC 1310.00%0.00%0.00%Q1 2017Q1 202316
Carl P. Sherr & Co., LLC 16160.24%0.53%0.96%Q4 2019Q3 202316
WASATCH ADVISORS LP 16160.17%0.46%0.65%Q2 2015Q1 201916
PEAK6 Group LLC 510.00%0.00%0.00%Q3 2013Q1 201816
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q1 2019Q3 202315
OFI Advisors LLC 1140.01%0.01%0.01%Q3 2011Q3 201515
D. E. Shaw & Co., Inc. 410.00%0.00%0.00%Q4 2013Q3 202315
Johnson Financial Group, Inc. 1230.00%0.01%0.02%Q2 2013Q1 201715
Penobscot Investment Management Company, Inc. 15150.03%0.11%0.20%Q3 2017Q1 202115
PEAK6 Investments LLC 410.00%0.00%0.00%Q4 2019Q1 202315
Cutler Group LLC / CA 660.00%0.00%0.00%Q1 2016Q2 201715
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BOSTON ADVISORS LLC 15150.01%0.03%0.07%Q1 2016Q3 201915
Foundry Partners, LLC 15150.01%0.05%0.12%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.01%0.02%0.03%Q2 2013Q4 201615
HSBC HOLDINGS PLC 810.00%0.01%0.04%Q4 2016Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
PALISADE CAPITAL MANAGEMENT, LP 14140.40%0.72%1.05%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
LBA Wealth Management, LLC 14140.00%0.01%0.05%Q4 2013Q1 201714
Rafferty Asset Management, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
GSA CAPITAL PARTNERS LLP 410.01%0.05%0.12%Q4 2015Q3 202314
American Portfolios Advisors 13130.00%0.00%0.00%Q3 2019Q3 202213
LOS ANGELES CAPITAL MANAGEMENT LLC 610.00%0.00%0.01%Q1 2019Q3 202313
PECAUT & CO. 13130.16%0.23%0.35%Q2 2019Q2 202213
PRIVATE TRUST CO NA 760.00%0.00%0.00%Q1 2013Q3 202313
Truehand, Inc 13130.04%0.05%0.06%Q4 2018Q4 202113
STATE OF WISCONSIN INVESTMENT BOARD 13130.00%0.01%0.02%Q3 2020Q3 202313
Squarepoint Ops LLC 810.00%0.00%0.01%Q2 2019Q3 202313
TCI Wealth Advisors, Inc. 13130.00%0.00%0.00%Q1 2020Q1 202313
Allianz Asset Management GmbH 750.00%0.00%0.00%Q3 2015Q4 202012
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.02%Q4 2018Q3 202312
Tyers Asset Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
EATON VANCE MANAGEMENT 12120.02%0.05%0.07%Q4 2019Q3 202212
TUDOR INVESTMENT CORP ET AL 510.01%0.04%0.11%Q3 2015Q3 202312
Wealth Architects, LLC 12120.08%0.09%0.11%Q4 2016Q3 201912
Tarbox Family Office, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
FULLER & THALER ASSET MANAGEMENT, INC. 12120.00%0.00%0.00%Q3 2016Q2 201912
NATIXIS ADVISORS, L.P. 12120.00%0.01%0.01%Q4 2020Q3 202312
TWO SIGMA INVESTMENTS, LP 710.00%0.00%0.01%Q3 2013Q2 202312
RUSSELL FRANK CO/ 12120.02%0.03%0.03%Q2 2013Q1 201612
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Bard Financial Services, Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
Elkfork Partners LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Brandywine Global Investment Management, LLC 1110.02%0.03%0.05%Q2 2013Q1 202312
Piscataqua Savings Bank 11110.01%0.02%0.03%Q1 2021Q3 202311
Holocene Advisors, LP 610.01%0.01%0.02%Q2 2018Q2 202311
Canton Hathaway, LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
LPL Financial LLC 810.00%0.00%0.00%Q4 2017Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q1 2016Q4 202211
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2017Q3 202311
Creative Planning 610.00%0.00%0.00%Q3 2014Q1 202011
Private Capital Group, LLC 11110.00%0.00%0.01%Q2 2018Q4 202011
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.01%0.01%Q1 2017Q3 202311
GUGGENHEIM CAPITAL LLC 410.00%0.00%0.00%Q4 2013Q3 202311
FARMERS & MERCHANTS INVESTMENTS INC 650.00%0.00%0.00%Q1 2019Q3 202311
BDO Wealth Advisors, LLC 740.00%0.00%0.00%Q2 2017Q2 202311
HRT FINANCIAL LP 410.01%0.02%0.04%Q3 2019Q3 202311
Point72 Hong Kong Ltd 410.00%0.00%0.01%Q4 2017Q3 202210
CIBC Asset Management Inc 910.00%0.00%0.00%Q4 2019Q4 202210
BNP Paribas Asset Management Holding S.A. 10100.02%0.06%0.08%Q2 2021Q3 202310
Aptus Capital Advisors, LLC 10100.02%0.05%0.08%Q4 2018Q1 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.03%0.05%Q2 2018Q3 202010
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 10100.01%0.07%0.12%Q4 2019Q1 202210
Dynamic Technology Lab Private Ltd 310.03%0.12%0.26%Q1 2014Q4 202210
Cambridge Investment Research Advisors, Inc. 810.00%0.00%0.00%Q4 2020Q3 202310
Brinker Capital Investments, LLC 10100.01%0.01%0.02%Q3 2020Q4 202210
Rockefeller Capital Management L.P. 820.00%0.00%0.00%Q2 2019Q4 202210
SHELTON CAPITAL MANAGEMENT 510.01%0.01%0.02%Q3 2018Q4 202210
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2016Q1 202310
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 610.01%0.02%0.04%Q2 2020Q1 20239
ASSETMARK, INC 810.00%0.00%0.00%Q4 2017Q3 20239
D.A. DAVIDSON & CO. 990.00%0.00%0.00%Q2 2015Q2 20179
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
ExodusPoint Capital Management, LP 310.01%0.02%0.04%Q4 2019Q3 20239
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q2 2014Q3 20189
TORONTO DOMINION BANK 510.00%0.00%0.00%Q2 2019Q1 20239
SEGALL BRYANT & HAMILL, LLC 990.02%0.17%0.24%Q2 2018Q2 20209
NUANCE INVESTMENTS, LLC 990.27%0.68%2.00%Q3 2021Q3 20239
Parallel Advisors, LLC 810.00%0.00%0.00%Q2 2017Q3 20239
OppenheimerFunds, Inc. 990.00%0.00%0.00%Q1 2017Q1 20199
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2013Q3 20239
FEDERATED HERMES, INC. 510.00%0.01%0.03%Q2 2013Q3 20189
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.00%0.01%0.01%Q2 2020Q3 20239
Ballentine Partners, LLC 990.02%0.02%0.03%Q1 2016Q1 20189
AlphaCrest Capital Management LLC 410.01%0.05%0.09%Q3 2019Q3 20229
Perkins Investment Management, LLC 990.09%0.34%0.55%Q1 2015Q1 20179
ALPS ADVISORS INC 610.00%0.00%0.00%Q3 2016Q3 20239
Beaumont Financial Partners, LLC 990.02%0.03%0.04%Q4 2016Q4 20189
KBC Group NV 610.00%0.00%0.00%Q4 2014Q3 20239
BANC FUNDS CO LLC 710.04%0.08%0.24%Q2 2013Q2 20158
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.02%Q1 2019Q4 20208
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.02%0.02%Q2 2017Q1 20198
COMMERCE BANK 880.00%0.00%0.00%Q4 2021Q3 20238
New England Private Wealth Advisors LLC 880.06%0.07%0.08%Q4 2016Q3 20188
BRIGGS ADVISORY GROUP, INC. 880.16%0.29%0.37%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Man Group plc 880.00%0.00%0.01%Q2 2021Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
CHICAGO EQUITY PARTNERS LLC 530.01%0.14%0.28%Q3 2016Q3 20198
Maryland State Retirement & Pension System 440.02%0.03%0.05%Q3 2021Q3 20238
GPS Wealth Strategies Group, LLC 530.00%0.00%0.00%Q3 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIXIS 410.00%0.00%0.01%Q4 2016Q3 20238
Covestor Ltd 880.00%0.03%0.10%Q4 2021Q3 20238
COLONY GROUP LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Impax Asset Management Group plc 880.03%0.06%0.10%Q4 2021Q3 20238
Eukles Asset Management 880.10%0.18%0.24%Q4 2021Q3 20238
Private Capital Management, LLC 440.08%0.22%0.42%Q3 2013Q3 20228
ENTERPRISE FINANCIAL SERVICES CORP 880.00%0.00%0.00%Q2 2013Q1 20158
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BRIDGEWAY CAPITAL MANAGEMENT, LLC 710.02%0.05%0.08%Q2 2014Q4 20218
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SIGNATUREFD, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 310.00%0.01%0.01%Q4 2019Q4 20227
Raymond James Financial Services Advisors, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
OPPENHEIMER ASSET MANAGEMENT INC. 430.00%0.00%0.01%Q1 2017Q1 20197
Paloma Partners Management Co 210.00%0.01%0.02%Q4 2015Q1 20217
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
SALZHAUER MICHAEL 770.36%1.02%1.34%Q4 2021Q2 20237
Integrated Wealth Concepts LLC 770.00%0.01%0.01%Q3 2021Q1 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
IMPAX ASSET MANAGEMENT LLC 770.48%0.63%0.78%Q1 2015Q3 20167
Qube Research & Technologies Ltd 210.00%0.01%0.02%Q3 2018Q3 20237
MSI Financial Services Inc 770.00%0.00%0.00%Q2 2015Q4 20167
State of Wyoming 770.01%0.02%0.04%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q4 2021Q2 20237
State of New Jersey Common Pension Fund D 660.01%0.01%0.01%Q4 2021Q1 20236
NBW CAPITAL LLC 660.56%0.69%0.78%Q4 2021Q1 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q3 2015Q3 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Opus Capital Group, LLC 660.25%0.42%0.50%Q4 2017Q1 20196
Dana Investment Advisors, Inc. 660.06%0.09%0.11%Q1 2019Q2 20206
CENTRAL TRUST Co 660.00%0.00%0.00%Q1 2019Q2 20206
WHITE PINE CAPITAL LLC 660.15%0.19%0.20%Q4 2021Q1 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
WINTON GROUP Ltd 510.01%0.04%0.15%Q3 2017Q1 20196
Cable Hill Partners, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
AIGEN INVESTMENT MANAGEMENT, LP 510.05%0.07%0.10%Q3 2020Q1 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
MALTESE CAPITAL MANAGEMENT LLC 660.07%0.56%1.22%Q3 2021Q4 20226
BRINKER CAPITAL INC 660.01%0.02%0.02%Q1 2019Q2 20206
MARINO, STRAM & ASSOCIATES LLC 660.10%0.11%0.12%Q4 2017Q1 20196
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
MARTINGALE ASSET MANAGEMENT L P 660.01%0.02%0.03%Q4 2013Q1 20156
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 660.03%0.04%0.05%Q2 2013Q3 20146
NFJ INVESTMENT GROUP, LLC 660.04%0.08%0.10%Q1 2021Q2 20226
DREMAN VALUE MANAGEMENT, L L C 660.00%0.14%0.18%Q2 2013Q3 20146
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q1 2020Q1 20226
Quantbot Technologies LP 210.01%0.02%0.04%Q3 2018Q2 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
RPg Family Wealth Advisory, LLC 310.01%0.01%0.01%Q2 2019Q1 20226
Cerity Partners LLC 310.00%0.01%0.03%Q3 2017Q1 20235
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q2 2022Q2 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.01%Q4 2019Q3 20235
MML INVESTORS SERVICES, LLC 320.00%0.00%0.00%Q4 2021Q3 20235
Engineers Gate Manager LP 210.01%0.02%0.05%Q3 2018Q3 20235
MACKENZIE FINANCIAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
BAIRD ROBERT W & CO INC /WI/ 550.00%0.01%0.01%Q2 2013Q2 20145
PDT Partners, LLC 410.01%0.01%0.03%Q3 2013Q3 20155
DENVER INVESTMENT ADVISORS LLC 550.55%0.74%0.82%Q1 2017Q1 20185
Harbor Advisors LLC 550.04%0.05%0.06%Q4 2021Q4 20225
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.00%0.00%Q4 2022Q4 20235
Point72 Asset Management, L.P. 210.00%0.00%0.00%Q2 2019Q3 20235
Bell Investment Advisors, Inc 320.00%0.00%0.00%Q3 2021Q3 20235
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q4 2013Q4 20215
INTRUST BANK NA 550.03%0.06%0.14%Q1 2020Q1 20215
Concord Wealth Partners 550.00%0.00%0.01%Q1 2021Q1 20225
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.01%Q4 2022Q4 20235
WBI INVESTMENTS, LLC 210.04%0.06%0.09%Q3 2015Q2 20185
LAZARD ASSET MANAGEMENT LLC 320.00%0.00%0.01%Q3 2018Q4 20225
ADAMS DIVERSIFIED EQUITY FUND, INC. 320.01%0.02%0.03%Q2 2016Q2 20195
Wilmington Trust, National Association 550.01%0.01%0.01%Q2 2013Q2 20145
T. Rowe Price Investment Management, Inc. 550.01%0.05%0.10%Q3 2022Q3 20235
Global Retirement Partners, LLC 410.00%0.00%0.00%Q1 2022Q3 20235
BHZ CAPITAL MANAGEMENT, LP 550.08%0.44%0.73%Q3 2021Q3 20225
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.01%Q1 2017Q4 20225
Centiva Capital, LP 210.01%0.01%0.01%Q2 2020Q2 20235
Shinko Asset Management Co., Ltd. 550.02%0.02%0.03%Q3 2015Q3 20165
PITCAIRN CO 550.02%0.02%0.03%Q1 2019Q1 20205
A.R.T. Advisors, LLC 210.01%0.02%0.03%Q1 2016Q4 20195
Ergoteles LLC 210.01%0.06%0.20%Q3 2021Q2 20235
VAN ECK ASSOCIATES CORP 440.00%0.00%0.00%Q2 2022Q1 20234
CANADA PENSION PLAN INVESTMENT BOARD 310.00%0.00%0.01%Q4 2021Q2 20234
Campbell & CO Investment Adviser LLC 110.07%0.16%0.31%Q1 2021Q4 20224
JENNISON ASSOCIATES LLC 310.00%0.00%0.00%Q1 2017Q2 20194
BEESE FULMER INVESTMENT MANAGEMENT, INC. 210.01%0.02%0.02%Q2 2020Q4 20224
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
CI INVESTMENTS INC. 440.00%0.00%0.00%Q4 2022Q3 20234
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q1 2022Q4 20224
OXFORD ASSET MANAGEMENT LLP 440.01%0.03%0.07%Q1 2018Q4 20184
Trexquant Investment LP 110.01%0.03%0.04%Q4 2017Q2 20234
Graham Capital Management, L.P. 440.02%0.03%0.06%Q3 2022Q2 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WEDGE CAPITAL MANAGEMENT L L P/NC 440.00%0.00%0.00%Q2 2014Q1 20154
OCCUDO QUANTITATIVE STRATEGIES LP 220.04%0.15%0.23%Q2 2021Q4 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2014Q2 20204
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q3 20234
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q1 2015Q1 20164
OPPENHEIMER & CO INC 310.01%0.01%0.02%Q3 2022Q3 20234
Itau Unibanco Holding S.A. 310.00%0.01%0.02%Q4 2018Q4 20194
Leeward Investments, LLC - MA 440.46%0.73%0.95%Q4 2022Q3 20234
XTX Topco Ltd 310.04%0.05%0.06%Q3 2022Q3 20234
STEVENS CAPITAL MANAGEMENT LP 310.01%0.01%0.01%Q3 2013Q4 20174
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
HOWE & RUSLING INC 440.00%0.00%0.00%Q4 2021Q3 20224
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.02%Q3 2013Q3 20234
McNamara Financial Services, Inc. 440.28%0.32%0.35%Q3 2019Q2 20204
TD ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2019Q1 20204
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Archer Investment Corp 330.01%0.02%0.02%Q1 2023Q3 20233
Virtu Financial LLC 210.01%0.04%0.10%Q4 2018Q4 20193
Hillsdale Investment Management Inc. 210.04%0.05%0.06%Q4 2018Q1 20233
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.00%0.00%Q2 2015Q1 20163
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
M&T BANK CORP 210.00%0.00%0.00%Q4 2022Q3 20233
SHEPHERD KAPLAN KROCHUK, LLC 330.49%0.52%0.57%Q2 2019Q4 20193
Pinnacle Private Wealth, LLC 330.43%0.47%0.53%Q4 2021Q2 20223
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q4 2021Q2 20223
RiverFront Investment Group, LLC 330.30%0.34%0.40%Q3 2009Q1 20103
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
NinePointTwo Capital LLC 210.08%0.08%0.09%Q4 2021Q1 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Laurion Capital Management LP 110.00%0.00%0.01%Q1 2019Q3 20203
Knuff & Co LLC 330.13%0.14%0.14%Q2 2019Q4 20193
C M BIDWELL & ASSOCIATES LTD 210.05%0.13%0.30%Q3 2017Q4 20183
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Aquatic Capital Management LLC 210.01%0.04%0.08%Q2 2022Q2 20233
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q4 2016Q4 20213
Tidal Investments LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Quadrature Capital Ltd 210.02%0.03%0.04%Q3 2018Q3 20213
Gotham Asset Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
DRIEHAUS CAPITAL MANAGEMENT LLC 330.01%0.02%0.02%Q2 2019Q4 20193
Newman Dignan & Sheerar, Inc. 330.05%0.09%0.13%Q3 2022Q1 20233
Y-Intercept (Hong Kong) Ltd 330.02%0.05%0.09%Q1 2023Q3 20233
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q3 2020Q4 20213
ZACKS INVESTMENT MANAGEMENT 330.02%0.02%0.02%Q1 2017Q3 20173
Private Advisor Group, LLC 210.00%0.00%0.00%Q2 2020Q3 20223
NATIONAL PLANNING CORP 330.02%0.02%0.03%Q1 2017Q3 20173
Risk Paradigm Group, LLC 330.00%0.00%0.01%Q1 2015Q3 20153
Point72 Middle East FZE 210.01%0.02%0.02%Q4 2022Q3 20233
361 CAPITAL LLC 110.48%0.54%0.64%Q4 2015Q3 20193
Cox Capital Mgt LLC 330.22%0.27%0.29%Q3 2022Q1 20233
Jefferies Group LLC 110.00%0.00%0.00%Q4 2015Q4 20213
Glassman Wealth Services 210.00%0.00%0.00%Q1 2020Q3 20233
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2019Q3 20193
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HORIZON BANCORP INC /IN/ 330.03%0.04%0.05%Q1 2020Q3 20203
CAPITAL FUND MANAGEMENT S.A. 330.00%0.00%0.01%Q2 2019Q4 20193
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Clean Yield Group 330.00%0.00%0.00%Q1 2016Q3 20163
Richard Bernstein Advisors LLC 330.05%0.05%0.06%Q1 2021Q3 20213
ALGERT GLOBAL LLC 210.05%0.07%0.10%Q3 2021Q3 20233
Assenagon Asset Management S.A. 210.00%0.00%0.00%Q4 2021Q2 20233
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
XPONANCE, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
YorkBridge Wealth Partners, LLC 220.00%0.01%0.01%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Skandinaviska Enskilda Banken AB (publ) 220.01%0.01%0.02%Q1 2023Q2 20232
Stone Ridge Asset Management LLC 220.01%0.01%0.01%Q4 2017Q1 20182
EXCHANGE TRADED CONCEPTS, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
O'ROURKE & COMPANY, Inc 220.19%0.19%0.19%Q3 2022Q4 20222
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
FIRST HAWAIIAN BANK 220.00%0.00%0.00%Q3 2018Q4 20182
Elequin Capital, LP 220.08%0.24%0.40%Q2 2023Q3 20232
Gladius Capital Management LP 220.00%0.00%0.00%Q2 2023Q3 20232
Riverview Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
ING GROEP NV 220.01%0.01%0.01%Q4 2013Q1 20142
ESSEX INVESTMENT MANAGEMENT CO LLC 220.12%0.13%0.14%Q1 2021Q2 20212
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 220.02%0.02%0.02%Q4 2013Q1 20142
Mizuho Trust & Banking Co., Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Numerai GP LLC 220.90%1.04%1.18%Q2 2023Q3 20232
GLOBEFLEX CAPITAL L P 220.07%0.07%0.08%Q4 2022Q1 20232
Linden Thomas Advisory Services, LLC 220.48%0.58%0.67%Q4 2022Q1 20232
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.01%Q4 2016Q4 20192
Krane Funds Advisors LLC 220.02%0.02%0.03%Q1 2022Q2 20222
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.05%0.06%Q1 2014Q4 20172
Virtus Investment Advisers, Inc. 220.03%0.04%0.05%Q3 2022Q4 20222
Verition Fund Management LLC 110.00%0.01%0.02%Q3 2017Q2 20212
Shepherd Financial Partners LLC 220.47%0.51%0.56%Q4 2020Q1 20212
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q1 2023Q2 20232
O'Brien Wealth Partners LLC 110.01%0.01%0.01%Q1 2018Q3 20182
Edgestream Partners, L.P. 220.17%0.18%0.19%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
WELCH & FORBES LLC 220.01%0.01%0.01%Q1 2019Q2 20192
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2017Q2 20172
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q4 20202
Walleye Capital LLC 220.00%0.01%0.02%Q1 2023Q2 20232
SeaCrest Wealth Management, LLC 220.07%0.07%0.08%Q2 2019Q3 20192
Acrisure Capital Management, LLC 220.64%0.77%0.90%Q4 2022Q1 20232
JACOBS LEVY EQUITY MANAGEMENT, INC 220.01%0.01%0.01%Q3 2014Q4 20142
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2019Q4 20192
US FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Marshall Wace North America L.P. 110.00%0.00%0.00%Q4 2017Q1 20202
Olympiad Research LP 110.12%0.20%0.29%Q3 2020Q3 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
DE BURLO GROUP INC 110.01%0.01%0.01%Q1 2022Q3 20222
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q4 20202
DUALITY ADVISERS, LP 220.02%0.05%0.08%Q1 2021Q2 20212
Prestige Wealth Management Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.03%0.03%0.04%Q2 2016Q3 20162
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
KLINGENSTEIN FIELDS & CO LP 110.01%0.01%0.01%Q2 2019Q2 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Ethic Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.11%0.11%0.11%Q1 2016Q1 20161
SteelPeak Wealth, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
ClearBridge Investments 110.01%0.01%0.01%Q3 2023Q3 20231
ClariVest Asset Management LLC 110.18%0.18%0.18%Q2 2021Q2 20211
MENTA CAPITAL LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AlphaMark Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2016Q4 20161
SummerHaven Investment Management, LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Blueshift Asset Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Atom Investors LP 110.07%0.07%0.07%Q4 2018Q4 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Employees Retirement System of Texas 110.02%0.02%0.02%Q2 2019Q2 20191
Shorepoint Capital Partners LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Illinois Municipal Retirement Fund 110.02%0.02%0.02%Q3 2023Q3 20231
Canvas Wealth Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Winfield Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Advisors Preferred, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Piermont Capital Management Inc. 110.98%0.98%0.98%Q1 2014Q1 20141
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
MIRABELLA FINANCIAL SERVICES LLP 110.02%0.02%0.02%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRIVATE CAPITAL MANAGEMENT 110.09%0.09%0.09%Q2 2013Q2 20131
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
STARR INTERNATIONAL CO INC 110.11%0.11%0.11%Q1 2019Q1 20191
AQR Arbitrage LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
PEDDOCK CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Segantii Capital Management Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
KENNEDY CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2020Q4 20201
INCEPTIONR LLC 110.14%0.14%0.14%Q1 2023Q1 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q3 2013Q3 20131
Americana Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Amundi 110.00%0.00%0.00%Q1 2023Q1 20231
APG Asset Management N.V. 110.00%0.00%0.00%Q2 2019Q2 20191
Nine Chapters Capital Management LLC 110.07%0.07%0.07%Q3 2014Q3 20141
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Premia Global Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
DEAN INVESTMENT ASSOCIATES, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAXTON ASSOCIATES LP 110.05%0.05%0.05%Q2 2023Q2 20231
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Jump Financial, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2016Q4 20161
LUPO SECURITIES, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Standard Family Office LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Covington Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Sequoia Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Creek Investment Advisors LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Absolute Return Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Assured Investment Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
AHL Partners LLP 110.02%0.02%0.02%Q3 2016Q3 20161
Pearl River Capital, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2018Q4 20181
Dean Capital Management 110.80%0.80%0.80%Q3 2023Q3 20231
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q1 2021Q1 20211
VIRGINIA RETIREMENT SYSTEMS ET AL 110.00%0.00%0.00%Q1 2017Q1 20171
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
JUPITER ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q3 2022Q3 20221
DUPONT CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Claro Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TWO SIGMA SECURITIES, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
IndexIQ Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
CenterBook Partners LP 110.04%0.04%0.04%Q2 2023Q2 20231
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Legato Capital Management LLC 110.16%0.16%0.16%Q3 2023Q3 20231
CAPITAL WEALTH MANAGEMENT, LLC 110.43%0.43%0.43%Q2 2019Q2 20191
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Moab Capital Partners 111.04%1.04%1.04%Q1 2015Q1 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
BlueCrest Capital Management Ltd 110.04%0.04%0.04%Q4 2015Q4 20151
Pine River Capital Management L.P. 110.02%0.02%0.02%Q4 2016Q4 20161
JACOBS ASSET MANAGEMENT, LLC 111.67%1.67%1.67%Q3 2023Q3 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
External links

This page lists all the filers that currently own INDEPENDENT BANK CORP MASS or have owned INDEPENDENT BANK CORP MASS in the past.