Purchases and Sales Made in Q4 2024 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q4 2024. 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 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.81% |
$2.64K - $3.07K
|
1.62K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 9.6% |
$2.43K - $2.83K
|
137
$26.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$2.23K - $2.6K
|
11
$2.13K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.78% |
$2.23K - $2.6K
|
1.42K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 4.35% |
$1.82K - $2.12K
|
216
$41.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.48% |
$1.42K - $1.65K
|
481
$93.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.72% |
$1.42K - $1.65K
|
974
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$1.42K - $1.65K
|
7
$1.36K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$1.22K - $1.42K
|
6
$1.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.58% |
$1.22K - $1.42K
|
1.03K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.87% |
$1.22K - $1.42K
|
698
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 35.71% |
$1.01K - $1.18K
|
19
$3.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.01K - $1.18K
|
5
$969
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$1.01K - $1.18K
|
2.4K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 125.0% |
$1.01K - $1.18K
|
9
$1.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 1.15% |
$1.01K - $1.18K
|
440
$85.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 133.33% |
$811 - $944
|
7
$1.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$608 - $708
|
3
$581
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 20.0% |
$608 - $708
|
18
$3.49K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3New |
$608 - $708
|
3
$581
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.63% |
$608 - $708
|
117
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.3% |
$608 - $708
|
234
$45.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 0.03% |
$608 - $708
|
9.57K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.23% |
$608 - $708
|
1.28K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$406 - $472
|
2
$387
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 100.0% |
$406 - $472
|
4
$775
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.32% |
$406 - $472
|
633
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.16% |
$203 - $236
|
633
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$203 - $236
|
1
$194
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$203 - $236
|
253
$49K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.49% |
$203 - $236
|
204
$39.5K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$203 - $236
|
5
$969
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2- 0.11% |
$406 - $472
|
1.75K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.47% |
$406 - $472
|
79
$15.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.07% |
$608 - $708
|
4K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$608 - $708
|
8
$1.55K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.46% |
$608 - $708
|
655
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.42% |
$811 - $944
|
951
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 14.81% |
$811 - $944
|
23
$4.46K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-5- 11.11% |
$1.01K - $1.18K
|
40
$7.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-5- 1.25% |
$1.01K - $1.18K
|
395
$76.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-7- 0.72% |
$1.42K - $1.65K
|
965
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-10- 0.37% |
$2.03K - $2.36K
|
2.71K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12- 1.7% |
$2.43K - $2.83K
|
692
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13- 0.21% |
$2.64K - $3.07K
|
6.25K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-13- 0.39% |
$2.64K - $3.07K
|
3.35K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13- 3.55% |
$2.64K - $3.07K
|
353
$68.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14- 0.92% |
$2.84K - $3.3K
|
1.5K
$291K
|