Latest Institutional Transactions on Idex Corp (IEX)
This table provides information on the latest institutional transactions involving Idex Corp (IEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-310Closed |
$65.7K - $70.7K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-30Closed |
$6.35K - $6.84K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.08KNew |
$864K - $931K
|
4.08K
$752K
|
|
Q1 2021 | |||||||
Jul 21, 2021
Q1 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.52KClosed |
$283K - $319K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-155Closed |
$28.9K - $32.6K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-34Closed |
$6.33K - $7.16K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-155Closed |
$28.9K - $32.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-3.09KClosed |
$575K - $650K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3Closed |
$559 - $631
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.05KClosed |
$195K - $221K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133Closed |
$24.8K - $28K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-108Closed |
$20.1K - $22.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.09KClosed |
$203K - $229K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-10.4KClosed |
$1.94M - $2.2M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.93KClosed |
$359K - $406K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.03KClosed |
$377K - $427K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-51Closed |
$9.5K - $10.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.13KNew |
$209K - $237K
|
1.13K
$207K
|
|
May 13, 2021
Q1 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.52KClosed |
$654K - $740K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
112New |
$20.9K - $23.6K
|
112
$20.7K
|
|
May 11, 2021
Q1 2021
|
Jennison Associates LLC
|
SELL
|
- |
-184KClosed |
$34.3M - $38.7M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-9KClosed |
$1.68M - $1.89M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.45KClosed |
$269K - $304K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.37KClosed |
$254K - $287K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-2.8KClosed |
$521K - $589K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-400Closed |
$74.5K - $84.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15Closed |
$2.79K - $3.16K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.28KClosed |
$1.17M - $1.32M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-225Closed |
$41.9K - $47.4K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-16Closed |
$2.98K - $3.37K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-6Closed |
$1.12K - $1.26K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-118Closed |
$22K - $24.8K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$14.8K - $17.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-128Closed |
$21.6K - $25.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$2.02K - $2.39K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.2KClosed |
$1.05M - $1.23M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-133KClosed |
$22.4M - $26.4M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16+ 6.13% |
$2.7K - $3.19K
|
277
$51.1K
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.17KClosed |
$703K - $830K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24Closed |
$4.05K - $4.78K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
245New |
$41.3K - $48.8K
|
245
$45.2K
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
150New |
$25.3K - $29.9K
|
150
$27.7K
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-685Closed |
$116K - $136K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Manchester Financial Inc
|
SELL
|
- |
-30Closed |
$5.06K - $5.98K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-4Closed |
$675 - $797
|
0
$0
|
|
Q3 2020 | |||||||
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2Closed |
$312 - $373
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.81KClosed |
$281K - $337K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-135KClosed |
$21.1M - $25.3M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-25Closed |
$3.9K - $4.66K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-44Closed |
$6.86K - $8.21K
|
0
$0
|