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 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-8- 0.64% |
$1.5K - $1.74K
|
1.23K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 9.09% |
$1.5K - $1.74K
|
80
$17.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 3.08% |
$1.68K - $1.95K
|
283
$61.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.65% |
$1.87K - $2.17K
|
1.54K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-11- 0.84% |
$2.06K - $2.39K
|
1.3K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11- 57.89% |
$2.06K - $2.39K
|
8
$1.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 7.8% |
$2.06K - $2.39K
|
130
$28.4K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 27.91% |
$2.24K - $2.61K
|
31
$6.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 6.44% |
$2.43K - $2.82K
|
189
$41.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 15.22% |
$2.62K - $3.04K
|
78
$17.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-15- 3.61% |
$2.81K - $3.26K
|
400
$87.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 2.57% |
$2.99K - $3.47K
|
606
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.23% |
$3.74K - $4.34K
|
8.61K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-22- 0.39% |
$4.11K - $4.78K
|
5.65K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-25- 0.14% |
$4.68K - $5.43K
|
18.4K
$4.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-25- 0.73% |
$4.68K - $5.43K
|
3.39K
$740K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26- 0.01% |
$4.86K - $5.64K
|
429K
$93.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 3.3% |
$5.42K - $6.3K
|
850
$186K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-34- 0.71% |
$6.36K - $7.38K
|
4.76K
$1.04M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-35- 0.07% |
$6.55K - $7.6K
|
46.6K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-38- 0.2% |
$7.11K - $8.25K
|
19.3K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-39- 1.37% |
$7.29K - $8.47K
|
2.82K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-42- 9.63% |
$7.85K - $9.12K
|
394
$86.1K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-46- 0.23% |
$8.6K - $9.99K
|
20.2K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 1.05% |
$8.6K - $9.99K
|
4.34K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-50- 1.6% |
$9.35K - $10.9K
|
3.08K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59- 4.53% |
$11K - $12.8K
|
1.24K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59- 4.53% |
$11K - $12.8K
|
1.24K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-61- 2.35% |
$11.4K - $13.2K
|
2.53K
$554K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-64- 6.43% |
$12K - $13.9K
|
932
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-65- 5.83% |
$12.2K - $14.1K
|
1.05K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-69- 1.71% |
$12.9K - $15K
|
3.96K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-70- 1.46% |
$13.1K - $15.2K
|
4.72K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 48.67% |
$13.7K - $15.8K
|
77
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-81- 11.27% |
$15.1K - $17.6K
|
638
$139K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-85- 3.4% |
$15.9K - $18.5K
|
2.42K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-93- 6.55% |
$17.4K - $20.2K
|
1.33K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 2.13% |
$18.7K - $21.7K
|
4.6K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-102- 0.15% |
$19.1K - $22.1K
|
67.3K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-105- 0.31% |
$19.6K - $22.8K
|
33.3K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-115- 1.68% |
$21.5K - $25K
|
6.72K
$1.47M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-115- 73.72% |
$21.5K - $25K
|
41
$8.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-116- 7.93% |
$21.7K - $25.2K
|
1.35K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-116- 3.2% |
$21.7K - $25.2K
|
3.51K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-118- 4.2% |
$22.1K - $25.6K
|
2.69K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 10.33% |
$22.1K - $25.6K
|
1.02K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-119- 2.28% |
$22.3K - $25.8K
|
5.1K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-133- 6.97% |
$24.9K - $28.9K
|
1.78K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-133- 16.26% |
$24.9K - $28.9K
|
685
$150K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-140- 14.33% |
$26.2K - $30.4K
|
837
$183K
|