Purchases and Sales Made in Q4 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
22+ 35.48% |
$4.11K - $4.78K
|
84
$18.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 19.05% |
$3.74K - $4.34K
|
125
$27.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 1.01% |
$3.37K - $3.91K
|
1.8K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$2.81K - $3.26K
|
15
$3.28K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$2.81K - $3.26K
|
15
$3.28K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$2.43K - $2.82K
|
13
$2.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.96% |
$2.43K - $2.82K
|
1.37K
$300K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 109.09% |
$2.24K - $2.61K
|
23
$5.03K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12New |
$2.24K - $2.61K
|
12
$2.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.46% |
$1.87K - $2.17K
|
417
$91.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$1.87K - $2.17K
|
10
$2.19K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.46% |
$1.87K - $2.17K
|
417
$91.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.38% |
$1.68K - $1.95K
|
2.39K
$523K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 100.0% |
$1.31K - $1.52K
|
14
$3.06K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.18% |
$1.31K - $1.52K
|
601
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.12K - $1.3K
|
6
$1.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$1.12K - $1.3K
|
6
$1.31K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.15% |
$1.12K - $1.3K
|
3.98K
$870K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$748 - $868
|
4
$875
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 100.0% |
$561 - $651
|
6
$1.31K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$561 - $651
|
3
$656
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.97% |
$561 - $651
|
313
$68.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.2% |
$374 - $434
|
981
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2New |
$374 - $434
|
2
$437
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 4.88% |
$374 - $434
|
43
$9.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 5.26% |
$374 - $434
|
40
$8.75K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 11.11% |
$187 - $217
|
10
$2.19K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.17% |
$187 - $217
|
585
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.63% |
$187 - $217
|
39
$8.53K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 10.0% |
$187 - $217
|
11
$2.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.54% |
$187 - $217
|
187
$40.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$187 - $217
|
9.07K
$1.98M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$187 - $217
|
7.22K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$187 - $217
|
1.51K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 2.27% |
$374 - $434
|
86
$18.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 3.33% |
$374 - $434
|
58
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$374 - $434
|
1.23K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2- 2.27% |
$374 - $434
|
86
$18.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 15.0% |
$561 - $651
|
17
$3.72K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 2.29% |
$561 - $651
|
128
$28K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 10.34% |
$561 - $651
|
26
$5.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4- 2.94% |
$748 - $868
|
132
$28.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5- 0.1% |
$935 - $1.09K
|
5.09K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5- 3.21% |
$935 - $1.09K
|
151
$33K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 38.46% |
$935 - $1.09K
|
8
$1.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$5.25K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$5.25K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-7- 0.16% |
$1.31K - $1.52K
|
4.46K
$976K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7- 0.04% |
$1.31K - $1.52K
|
15.6K
$3.41M
|