Latest Institutional Transactions on Idex Corp (IEX)
This table provides information on the latest institutional transactions involving Idex Corp (IEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.7K- 9.31% |
$4.46M - $5.34M
|
212K
$45M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-62- 5.45% |
$12.7K - $15.2K
|
1.08K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.4KNew |
$697K - $836K
|
3.4K
$722K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.29K- 6.76% |
$265K - $318K
|
17.8K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-902- 47.4% |
$185K - $222K
|
1K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-17K- 66.73% |
$3.49M - $4.19M
|
8.5K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 12.98% |
$36.5K - $43.8K
|
1.55K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-44- 4.21% |
$9.02K - $10.8K
|
1K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 3.14% |
$7.18K - $8.61K
|
1.15K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
177+ 14.07% |
$36.3K - $43.5K
|
1.44K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649New |
$133K - $160K
|
649
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
18.8K+ 2.41% |
$3.86M - $4.63M
|
800K
$170M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 33.33% |
$5.13K - $6.15K
|
50
$10.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 6.67% |
$14.4K - $17.2K
|
1.12K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-970- 5.27% |
$199K - $238K
|
17.4K
$3.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.04K- 14.02% |
$1.24M - $1.48M
|
37K
$7.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
266+ 27.03% |
$54.5K - $65.4K
|
1.25K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-787- 34.17% |
$161K - $193K
|
1.52K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.94KNew |
$397K - $476K
|
1.94K
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
369+ 9.25% |
$75.7K - $90.7K
|
4.36K
$925K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 20.0% |
$5.13K - $6.15K
|
150
$31.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-3.03K- 57.06% |
$620K - $744K
|
2.28K
$483K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$2.46K - $2.95K
|
12
$2.55K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-186- 13.62% |
$38.1K - $45.7K
|
1.18K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
142New |
$29.1K - $34.9K
|
142
$30.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.39K+ 525.44% |
$1.52M - $1.82M
|
8.8K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824New |
$169K - $203K
|
824
$175K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
966New |
$198K - $238K
|
966
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-764- 31.94% |
$157K - $188K
|
1.63K
$346K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-35- 0.07% |
$6.55K - $7.6K
|
46.6K
$9.9M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.46% |
$1.87K - $2.17K
|
417
$88.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$5.09K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
45New |
$8.42K - $9.77K
|
45
$9.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 1.05% |
$8.6K - $9.99K
|
4.34K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
86New |
$16.1K - $18.7K
|
86
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-402- 10.16% |
$75.2K - $87.3K
|
3.56K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5.58K- 26.53% |
$1.04M - $1.21M
|
15.4K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.1KNew |
$2.45M - $2.85M
|
13.1K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$2.81K - $3.26K
|
15
$3.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.89KNew |
$353K - $410K
|
1.89K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-150- 2.14% |
$28.1K - $32.6K
|
6.85K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
106New |
$19.8K - $23K
|
106
$22.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 3.33% |
$374 - $434
|
58
$12.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.45KNew |
$271K - $314K
|
1.45K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.81KNew |
$525K - $609K
|
2.81K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
39New |
$7.29K - $8.47K
|
39
$8.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
162New |
$30.3K - $35.2K
|
162
$34.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$11K - $12.8K
|
59
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56.5K- 98.36% |
$10.6M - $12.3M
|
945
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 60.0% |
$4.49K - $5.21K
|
64
$13.6K
|
|