Purchases and Sales Made in Q4 2022 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q4 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 11.81% |
$3.35K - $4.11K
|
161
$31.2K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
17+ 188.89% |
$3.35K - $4.11K
|
26
$5.04K
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
17+ 0.02% |
$3.35K - $4.11K
|
79.1K
$15.3M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16New |
$3.15K - $3.87K
|
16
$3.1K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 21.05% |
$3.15K - $3.87K
|
92
$17.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 1.59% |
$2.96K - $3.63K
|
959
$186K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$2.76K - $3.39K
|
14
$2.71K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 2.44% |
$2.76K - $3.39K
|
587
$114K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14New |
$2.76K - $3.39K
|
14
$2.71K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.76K - $3.39K
|
14
$2.71K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.8% |
$2.37K - $2.9K
|
1.51K
$293K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11New |
$2.17K - $2.66K
|
11
$2.13K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.38% |
$1.97K - $2.42K
|
2.63K
$509K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$1.97K - $2.42K
|
10
$1.94K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 5.49% |
$1.97K - $2.42K
|
192
$37.2K
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
9+ 0.2% |
$1.77K - $2.18K
|
4.54K
$879K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.13% |
$1.58K - $1.94K
|
6.23K
$1.21M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
8+ 2.01% |
$1.58K - $1.94K
|
407
$78.9K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 7.34% |
$1.58K - $1.94K
|
117
$22.7K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 7.07% |
$1.38K - $1.69K
|
106
$20.5K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 116.67% |
$1.38K - $1.69K
|
13
$2.52K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 1.41% |
$1.18K - $1.45K
|
432
$83.7K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6New |
$1.18K - $1.45K
|
6
$1.16K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.77% |
$1.18K - $1.45K
|
785
$152K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 100.0% |
$986 - $1.21K
|
10
$1.94K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.99% |
$788 - $968
|
205
$39.7K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$591 - $726
|
424
$82.1K
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3+ 100.0% |
$591 - $726
|
6
$1.16K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$591 - $726
|
3
$581
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$394 - $484
|
2
$387
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$394 - $484
|
2
$387
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 7.14% |
$394 - $484
|
30
$5.81K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$197 - $242
|
4.03K
$781K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.06% |
$197 - $242
|
1.68K
$325K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 2.56% |
$197 - $242
|
40
$7.75K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1New |
$197 - $242
|
1
$194
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 2.44% |
$197 - $242
|
40
$7.75K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.2% |
$197 - $242
|
495
$95.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2- 0.13% |
$394 - $484
|
1.52K
$294K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.24% |
$788 - $968
|
1.67K
$323K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 8.7% |
$788 - $968
|
42
$8.14K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 7.69% |
$986 - $1.21K
|
60
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7- 0.18% |
$1.38K - $1.69K
|
3.81K
$738K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-7- 0.28% |
$1.38K - $1.69K
|
2.47K
$479K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 0.34% |
$1.97K - $2.42K
|
2.97K
$576K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.92% |
$2.76K - $3.39K
|
1.51K
$293K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15Closed |
$2.96K - $3.63K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-16- 64.0% |
$3.15K - $3.87K
|
9
$1.74K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18- 1.12% |
$3.55K - $4.36K
|
1.59K
$308K
|