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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
98
shares
|
$20,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
94
shares
|
$19,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
91
shares
|
$19,317
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
91
shares
|
$19,317
0.01% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
84
shares
|
$17,831
0.0% of portfolio
|
Q4 2023
Added 35.48%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
81
shares
|
$17,194
0.01% of portfolio
|
Q1 2024
Added 161.29%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
81
shares
|
$17,194
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
79
shares
|
$16,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
77
shares
|
$16,345
0.0% of portfolio
|
Q4 2023
Reduced 48.67%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
77
shares
|
$16,345
0.0% of portfolio
|
Q2 2023
Added 32.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
70
shares
|
$14,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
70
shares
|
$14,859
0.0% of portfolio
|
Q3 2018
Reduced 35.19%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
70
shares
|
$14,859
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
67
shares
|
$14,222
0.0% of portfolio
|
Q3 2024
Added 109.38%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
65
shares
|
$13,798
0.01% of portfolio
|
Q3 2023
Added 16.07%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
65
shares
|
$13,798
0.0% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
64
shares
|
$13,585
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
62
shares
|
$13,161
0.0% of portfolio
|
Q4 2021
Reduced 35.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62
shares
|
$13,161
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
59
shares
|
$12,524
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
58
shares
|
$12,312
0.03% of portfolio
|
Q4 2023
Reduced 3.33%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
54
shares
|
$11,463
0.0% of portfolio
|
Q3 2024
Reduced 42.55%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
54
shares
|
$11,463
0.0% of portfolio
|
Q3 2022
Reduced 50.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53
shares
|
$11,250
0.0% of portfolio
|
Q4 2022
Reduced 50.93%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
53
shares
|
$11,250
0.01% of portfolio
|
Q4 2023
New holding
|