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Independent Bank shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Independent Bank (IBTX) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 9.7k 45.65
2023-09-30 $359k 9.1k 39.55
2019-12-31 $4.4M 79k 55.45
2017-06-30 $297k 5.0k 59.40
2016-12-31 $349k 5.6k 62.32

More positions owned by Capstone Investment Advisors

Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Meta Platforms Cl A Put Option (META)
Amazon Call Option (AMZN)
Apple Put Option (AAPL)
Tesla Motors Put Option (TSLA)
Ishares Tr Msci Emg Mkt Etf Put Option (EEM)
Select Sector Spdr Tr Financial Call Option (XLF)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)
Alphabet Cap Stk Cl C Call Option (GOOG)
Broadcom (AVGO)

View all positions for Capstone Investment Advisors

Top funds holding Independent Bank

BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
FJ Capital Management
Geode Capital Management
Royce & Associates
Millennium Management
Morgan Stanley
Charles Schwab Investment Management
Bank of New York Mellon
Adage Capital Partners GP
Northern Trust
Hodges Capital Management
Holocene Advisors

View all funds holding Independent Bank