Purchases and Sales Made in Q1 2024 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2024. 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 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
22+ 0.11% |
$4.51K - $5.41K
|
20.8K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19+ 0.12% |
$3.9K - $4.67K
|
15.6K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 5.75% |
$3.69K - $4.43K
|
331
$64.1K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$3.69K - $4.43K
|
18
$3.49K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16+ 39.02% |
$3.28K - $3.93K
|
57
$11K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 11.54% |
$3.08K - $3.69K
|
145
$28.1K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
14+ 0.94% |
$2.87K - $3.44K
|
1.5K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$2.46K - $2.95K
|
12
$2.32K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12New |
$2.46K - $2.95K
|
12
$2.32K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.88% |
$2.26K - $2.7K
|
1.25K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11+ 0.08% |
$2.26K - $2.7K
|
13.6K
$2.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$2.26K - $2.7K
|
11
$2.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 12.82% |
$2.05K - $2.46K
|
88
$17K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.5% |
$1.85K - $2.21K
|
1.81K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
9+ 1.85% |
$1.85K - $2.21K
|
496
$96.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.25% |
$1.23K - $1.48K
|
2.4K
$465K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 13.33% |
$820 - $983
|
34
$6.59K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 50.0% |
$820 - $983
|
12
$2.32K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$615 - $738
|
3
$581
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$410 - $492
|
2
$387
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.95% |
$410 - $492
|
213
$41.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 4.88% |
$410 - $492
|
43
$8.33K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$205 - $246
|
3
$581
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.09% |
$205 - $246
|
1.09K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$205 - $246
|
3
$581
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.78% |
$205 - $246
|
129
$25K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$205 - $246
|
1
$194
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$205 - $246
|
1
$194
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 16.67% |
$205 - $246
|
7
$1.36K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$205 - $246
|
8.73K
$1.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$205 - $246
|
9
$1.74K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 3.23% |
$205 - $246
|
30
$5.81K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 10.0% |
$205 - $246
|
9
$1.74K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1- 0.03% |
$205 - $246
|
3.58K
$694K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$410 - $492
|
25.4K
$4.93M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.57% |
$615 - $738
|
526
$102K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 13.04% |
$615 - $738
|
20
$3.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.12% |
$615 - $738
|
2.42K
$468K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 1.6% |
$615 - $738
|
184
$35.6K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 0.68% |
$820 - $983
|
581
$113K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 0.06% |
$1.03K - $1.23K
|
9.06K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.23K - $1.48K
|
1.23K
$238K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 0.4% |
$1.23K - $1.48K
|
1.5K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.6% |
$1.64K - $1.97K
|
1.32K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 3.4% |
$1.64K - $1.97K
|
227
$44K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10- 11.63% |
$2.05K - $2.46K
|
76
$14.7K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.43% |
$2.05K - $2.46K
|
2.29K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10- 11.63% |
$2.05K - $2.46K
|
76
$14.7K
|