Purchases and Sales Made in Q3 2022 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
98+ 19.33% |
$17.8K - $21.3K
|
605
$117K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
96New |
$17.4K - $20.9K
|
96
$18.6K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92New |
$16.7K - $20K
|
92
$17.8K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90+ 9.81% |
$16.3K - $19.6K
|
1.01K
$195K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
89+ 0.95% |
$16.1K - $19.4K
|
9.48K
$1.84M
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
88+ 0.85% |
$16K - $19.2K
|
10.5K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
87+ 3.71% |
$15.8K - $18.9K
|
2.43K
$471K
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
86New |
$15.6K - $18.7K
|
86
$16.7K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
85+ 7.71% |
$15.4K - $18.5K
|
1.19K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
80+ 14.65% |
$14.5K - $17.4K
|
626
$121K
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
71+ 0.18% |
$12.9K - $15.5K
|
39.4K
$7.63M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
70+ 4.83% |
$12.7K - $15.2K
|
1.52K
$294K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
64+ 9.83% |
$11.6K - $13.9K
|
715
$139K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
63+ 4.59% |
$11.4K - $13.7K
|
1.44K
$278K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
62+ 12.81% |
$11.2K - $13.5K
|
546
$106K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
59+ 8.19% |
$10.7K - $12.8K
|
779
$151K
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
57+ 7.04% |
$10.3K - $12.4K
|
867
$168K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 11.74% |
$9.43K - $11.3K
|
495
$95.9K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
52+ 0.9% |
$9.43K - $11.3K
|
5.83K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
50+ 1.59% |
$9.07K - $10.9K
|
3.19K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49New |
$8.89K - $10.7K
|
49
$9.49K
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
48+ 0.86% |
$8.71K - $10.4K
|
5.65K
$1.09M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47+ 2.0% |
$8.52K - $10.2K
|
2.4K
$464K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
44+ 11.67% |
$7.98K - $9.58K
|
421
$81.6K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
41New |
$7.44K - $8.92K
|
41
$7.94K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
36+ 2.52% |
$6.53K - $7.83K
|
1.46K
$283K
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
33+ 27.27% |
$5.98K - $7.18K
|
154
$29.8K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$5.98K - $7.18K
|
33
$6.39K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32+ 2.03% |
$5.8K - $6.96K
|
1.61K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.04% |
$5.44K - $6.53K
|
71K
$13.7M
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.04% |
$5.44K - $6.53K
|
71K
$13.7M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 14.36% |
$5.08K - $6.09K
|
223
$43.2K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28New |
$5.08K - $6.09K
|
28
$5.42K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25+ 0.65% |
$4.53K - $5.44K
|
3.89K
$753K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 227.27% |
$4.53K - $5.44K
|
36
$6.97K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
25New |
$4.53K - $5.44K
|
25
$4.84K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 0.93% |
$4.35K - $5.22K
|
2.62K
$507K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 115.79% |
$3.99K - $4.79K
|
41
$7.94K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
21+ 0.31% |
$3.81K - $4.57K
|
6.74K
$1.31M
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 42.0% |
$3.81K - $4.57K
|
71
$13.8K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20+ 1.13% |
$3.63K - $4.35K
|
1.79K
$347K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
19+ 95.0% |
$3.45K - $4.13K
|
39
$7.56K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 1.72% |
$2.9K - $3.48K
|
944
$183K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13+ 0.19% |
$2.36K - $2.83K
|
7.03K
$1.36M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13+ 0.51% |
$2.36K - $2.83K
|
2.58K
$500K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13New |
$2.36K - $2.83K
|
13
$2.52K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 4.45% |
$1.99K - $2.39K
|
258
$50K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
11+ 39.29% |
$1.99K - $2.39K
|
39
$7.56K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11+ 0.6% |
$1.99K - $2.39K
|
1.84K
$357K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 2.62% |
$1.99K - $2.39K
|
431
$83.5K
|