Purchases and Sales Made in Q3 2023 in Idex Corp (IEX)

IEX Quotes by TradingView

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 14, 2023 Q3 2023
Wahed Invest LLC

New York, NY
BUY
 -
100
+ 9.15%
$20.4K - $22.9K
1.19K $231K
Oct 12, 2023 Q3 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
99
+ 3.65%
$20.2K - $22.6K
2.81K $545K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
97
+ 2.76%
$19.8K - $22.2K
3.61K $700K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
97
+ 9.86%
$19.8K - $22.2K
1.08K $209K
Nov 02, 2023 Q3 2023
Millburn Ridgefield Corp

BUY
 -
88
New
$17.9K - $20.1K
88 $17K
Nov 09, 2023 Q3 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
88
New
$17.9K - $20.1K
88 $17K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
86
+ 5.37%
$17.5K - $19.7K
1.69K $327K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
80
+ 30.89%
$16.3K - $18.3K
339 $65.7K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
72
+ 8.26%
$14.7K - $16.5K
944 $183K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
72
+ 19.94%
$14.7K - $16.5K
433 $83.9K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
66
+ 1.04%
$13.5K - $15.1K
6.4K $1.24M
Nov 06, 2023 Q3 2023
Guinness Asset Management LTD

London, X0
BUY
 -
65
+ 2.83%
$13.2K - $14.9K
2.36K $457K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
62
New
$12.6K - $14.2K
62 $12K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
60
New
$12.2K - $13.7K
60 $11.6K
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
59
+ 4.99%
$12K - $13.5K
1.24K $241K
Nov 01, 2023 Q3 2023
Db Fitzpatrick & Co, Inc

BUY
 -
56
+ 2.07%
$11.4K - $12.8K
2.77K $536K
Dec 09, 2024 Q3 2023
Swedbank Ab

Stockholm, V7
BUY
 -
53
+ 0.11%
$10.8K - $12.1K
46.7K $9.04M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
53
+ 1.25%
$10.8K - $12.1K
4.29K $831K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
52
+ 3.12%
$10.6K - $11.9K
1.72K $333K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
50
+ 7.68%
$10.2K - $11.4K
701 $136K
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
49
+ 0.17%
$9.99K - $11.2K
28.2K $5.46M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
49
+ 2.27%
$9.99K - $11.2K
2.21K $428K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
48
+ 18.6%
$9.78K - $11K
306 $59.3K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
47
+ 8.59%
$9.58K - $10.8K
594 $115K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
46
New
$9.38K - $10.5K
46 $8.91K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
43
+ 38.05%
$8.76K - $9.84K
156 $30.2K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
43
+ 26.22%
$8.76K - $9.84K
207 $40.1K
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
36
New
$7.34K - $8.23K
36 $6.97K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
32
+ 5.8%
$6.52K - $7.32K
584 $113K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
31
+ 0.92%
$6.32K - $7.09K
3.42K $662K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
31
+ 3.21%
$6.32K - $7.09K
997 $193K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
30
+ 51.72%
$6.11K - $6.86K
88 $17K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
23
+ 1.72%
$4.69K - $5.26K
1.36K $263K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
22
+ 3.25%
$4.48K - $5.03K
698 $135K
Oct 12, 2023 Q3 2023
Heartland Bank & Trust CO

BUY
 -
22
+ 1.17%
$4.48K - $5.03K
1.91K $370K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
20
+ 0.4%
$4.08K - $4.57K
5.04K $976K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
19
+ 3.81%
$3.87K - $4.35K
518 $100K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
18
+ 0.63%
$3.67K - $4.12K
2.88K $558K
Oct 30, 2023 Q3 2023
Strengthening Families & Communities, LLC

BUY
 -
18
+ 10.71%
$3.67K - $4.12K
186 $36K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
16
+ 1.46%
$3.26K - $3.66K
1.12K $216K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
16
+ 1.33%
$3.26K - $3.66K
1.22K $236K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
15
+ 1.43%
$3.06K - $3.43K
1.06K $206K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
15
+ 12.93%
$3.06K - $3.43K
131 $25.4K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
15
+ 3.75%
$3.06K - $3.43K
415 $80.4K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
12
New
$2.45K - $2.74K
12 $2.32K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
11
New
$2.24K - $2.52K
11 $2.13K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
10
+ 43.48%
$2.04K - $2.29K
33 $6.39K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
9
+ 16.07%
$1.83K - $2.06K
65 $12.6K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
9
+ 0.58%
$1.83K - $2.06K
1.57K $304K

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