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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
21
shares
|
$4,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$4,245
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$4,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$3,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
18
shares
|
$3,821
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18
shares
|
$3,821
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
16
shares
|
$3,396
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15
shares
|
$3,184
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$3,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
15
shares
|
$3,184
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
15
shares
|
$3,184
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14
shares
|
$2,971
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
14
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13
shares
|
$2,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$2,547
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
11
shares
|
$2,335
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$2,335
0.0% of portfolio
|
Q2 2023
Added 22.22%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$2,335
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
11
shares
|
$2,335
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$2,122
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
10
shares
|
$2,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9
shares
|
$1,910
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9
shares
|
$1,910
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,910
0.0% of portfolio
|
Q3 2024
New holding
|