Purchases and Sales Made in Q1 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2023. The information is specifically focused on institutions that hold shares of IDEX CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$216 - $240
|
1
$194
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.69% |
$216 - $240
|
12
$2.32K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 1.71% |
$431 - $479
|
115
$22.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 18.18% |
$431 - $479
|
9
$1.74K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$431 - $479
|
20.5K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 66.67% |
$431 - $479
|
1
$194
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.14% |
$431 - $479
|
1.44K
$278K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.21% |
$431 - $479
|
971
$188K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- 0.11% |
$431 - $479
|
1.8K
$349K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 11.11% |
$431 - $479
|
16
$3.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 7.5% |
$647 - $719
|
37
$7.17K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3- 0.03% |
$647 - $719
|
11.4K
$2.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.76% |
$863 - $959
|
525
$102K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 2.6% |
$1.08K - $1.2K
|
187
$36.2K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 50.0% |
$1.08K - $1.2K
|
5
$969
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6- 0.03% |
$1.29K - $1.44K
|
20K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.39% |
$1.29K - $1.44K
|
1.53K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-7- 0.76% |
$1.51K - $1.68K
|
916
$177K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7- 1.02% |
$1.51K - $1.68K
|
677
$131K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 4.35% |
$1.51K - $1.68K
|
154
$29.8K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9- 0.81% |
$1.94K - $2.16K
|
1.1K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9- 0.94% |
$1.94K - $2.16K
|
952
$184K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-10- 2.4% |
$2.16K - $2.4K
|
407
$78.9K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-11- 15.49% |
$2.37K - $2.64K
|
60
$11.6K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 1.22% |
$2.37K - $2.64K
|
888
$172K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.35% |
$2.59K - $2.88K
|
879
$170K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 33.33% |
$3.24K - $3.6K
|
30
$5.81K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-15- 1.46% |
$3.24K - $3.6K
|
1.01K
$196K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 30.91% |
$3.67K - $4.07K
|
38
$7.36K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-17- 1.27% |
$3.67K - $4.07K
|
1.32K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 2.63% |
$3.67K - $4.07K
|
630
$122K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 65.38% |
$3.67K - $4.07K
|
9
$1.74K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-19- 0.42% |
$4.1K - $4.55K
|
4.52K
$875K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19- 0.51% |
$4.1K - $4.55K
|
3.71K
$718K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-20- 0.58% |
$4.31K - $4.79K
|
3.41K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-21- 0.39% |
$4.53K - $5.03K
|
5.4K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-21- 0.78% |
$4.53K - $5.03K
|
2.68K
$520K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 23.91% |
$4.75K - $5.27K
|
70
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 9.35% |
$4.96K - $5.51K
|
223
$43.2K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-25- 2.4% |
$5.39K - $5.99K
|
1.02K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-26- 3.81% |
$5.61K - $6.23K
|
657
$127K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.43% |
$5.82K - $6.47K
|
6.33K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-27- 77.14% |
$5.82K - $6.47K
|
8
$1.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 3.08% |
$8.85K - $9.83K
|
1.29K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-45- 3.51% |
$9.71K - $10.8K
|
1.24K
$239K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-50- 4.71% |
$10.8K - $12K
|
1.01K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52- 1.23% |
$11.2K - $12.5K
|
4.16K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-53- 0.13% |
$11.4K - $12.7K
|
42.3K
$8.2M
|