Purchases and Sales Made in Q3 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
543+ 0.13% |
$111K - $124K
|
413K
$80.1M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
525+ 2.67% |
$107K - $120K
|
20.2K
$3.91M
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
523+ 0.56% |
$107K - $120K
|
94.7K
$18.4M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
490+ 6.02% |
$99.9K - $112K
|
8.63K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
468+ 8.48% |
$95.4K - $107K
|
5.99K
$1.16M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
413New |
$84.2K - $94.5K
|
413
$80K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
401+ 10.74% |
$81.7K - $91.7K
|
4.13K
$801K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
394+ 7.5% |
$80.3K - $90.1K
|
5.65K
$1.09M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
376+ 34.46% |
$76.6K - $86K
|
1.47K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
365+ 5.64% |
$74.4K - $83.5K
|
6.83K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
363+ 0.77% |
$74K - $83K
|
47.6K
$9.23M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
326+ 3.43% |
$66.4K - $74.6K
|
9.83K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
311+ 55.54% |
$63.4K - $71.1K
|
871
$169K
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
306+ 0.08% |
$62.4K - $70K
|
393K
$76.2M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
295+ 5.98% |
$60.1K - $67.5K
|
5.23K
$1.01M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
290+ 4.55% |
$59.1K - $66.3K
|
6.67K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
289+ 0.82% |
$58.9K - $66.1K
|
35.6K
$6.9M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
283+ 4.55% |
$57.7K - $64.7K
|
6.51K
$1.26M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
282+ 12.78% |
$57.5K - $64.5K
|
2.49K
$482K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
263+ 1.77% |
$53.6K - $60.2K
|
15.1K
$2.93M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
254+ 11.42% |
$51.8K - $58.1K
|
2.48K
$480K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
253+ 4.89% |
$51.6K - $57.9K
|
5.43K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
243+ 7.9% |
$49.5K - $55.6K
|
3.32K
$643K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 20.0% |
$47.9K - $53.8K
|
1.41K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
229+ 7.71% |
$46.7K - $52.4K
|
3.2K
$620K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
222+ 3.65% |
$45.2K - $50.8K
|
6.3K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
219+ 1.93% |
$44.6K - $50.1K
|
11.6K
$2.24M
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
212+ 0.64% |
$43.2K - $48.5K
|
33.4K
$6.47M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
211+ 16.28% |
$43K - $48.3K
|
1.51K
$292K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
209+ 2.02% |
$42.6K - $47.8K
|
10.6K
$2.05M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
205+ 0.12% |
$41.8K - $46.9K
|
171K
$33.1M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 5.41% |
$40.8K - $45.7K
|
3.9K
$756K
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
192+ 9.27% |
$39.1K - $43.9K
|
2.26K
$438K
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
177+ 0.5% |
$36.1K - $40.5K
|
35.4K
$6.86M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
164+ 10.42% |
$33.4K - $37.5K
|
1.74K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163+ 7.19% |
$33.2K - $37.3K
|
2.43K
$471K
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
156+ 0.06% |
$31.8K - $35.7K
|
283K
$54.8M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
150+ 3.3% |
$30.6K - $34.3K
|
4.69K
$909K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
148+ 14.62% |
$30.2K - $33.9K
|
1.16K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
147+ 49.0% |
$30K - $33.6K
|
447
$86.6K
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
136+ 13.48% |
$27.7K - $31.1K
|
1.15K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
133+ 0.38% |
$27.1K - $30.4K
|
35.2K
$6.83M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
120+ 3.11% |
$24.5K - $27.4K
|
3.98K
$771K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
117+ 1.03% |
$23.8K - $26.8K
|
11.4K
$2.21M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
116+ 2.78% |
$23.6K - $26.5K
|
4.28K
$830K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 6.65% |
$22.6K - $25.4K
|
1.78K
$345K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
105New |
$21.4K - $24K
|
105
$20.3K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
104+ 7.12% |
$21.2K - $23.8K
|
1.56K
$303K
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
103+ 1.65% |
$21K - $23.6K
|
6.33K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 0.15% |
$20.4K - $22.9K
|
66.9K
$13M
|