Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
237
shares
|
$50,310
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
231
shares
|
$49,036
0.0% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
218
shares
|
$46,277
0.01% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
209
shares
|
$44,366
0.0% of portfolio
|
Q2 2024
Added 38.41%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
207
shares
|
$43,941
0.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
204
shares
|
$43,305
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
203
shares
|
$43,092
0.0% of portfolio
|
Q3 2024
Added 10050.0%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
200
shares
|
$42,456
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
198
shares
|
$42,031
0.01% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
186
shares
|
$39,484
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
182
shares
|
$38,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
150
shares
|
$31,842
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
150
shares
|
$31,842
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$31,842
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
147
shares
|
$31,205
0.02% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
142
shares
|
$30,143
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
139
shares
|
$29,506
0.0% of portfolio
|
Q3 2024
Added 73.75%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
136
shares
|
$28,870
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
125
shares
|
$26,535
0.0% of portfolio
|
Q3 2024
Reduced 48.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
125
shares
|
$26,535
0.0% of portfolio
|
Q2 2023
Reduced 48.98%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
121
shares
|
$25,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
119
shares
|
$25,261
0.0% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
114
shares
|
$24,199
0.0% of portfolio
|
Q2 2024
Reduced 11.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
112
shares
|
$23,775
0.0% of portfolio
|
Q3 2023
Reduced 2.61%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
98
shares
|
$20,803
0.0% of portfolio
|
Q2 2024
Added 188.24%
|