Latest Institutional Sells of Idex Corp (IEX)
This list provides information on the latest institutional transactions involving Idex Corp (IEX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-62- 5.45% |
$12.7K - $15.2K
|
1.08K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-61- 5.72% |
$12.5K - $15K
|
1.01K
$175K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-55- 0.28% |
$11.3K - $13.5K
|
19.8K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-28- 0.91% |
$5.74K - $6.88K
|
3.05K
$531K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-26- 40.0% |
$5.33K - $6.39K
|
39
$6.78K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 33.33% |
$5.13K - $6.15K
|
50
$8.7K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.43% |
$2.05K - $2.46K
|
2.29K
$398K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56.5K- 98.36% |
$10.6M - $12.3M
|
945
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5.58K- 26.53% |
$1.04M - $1.21M
|
15.4K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-402- 10.16% |
$75.2K - $87.3K
|
3.56K
$619K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-288- 20.24% |
$53.9K - $62.5K
|
1.14K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-150- 2.14% |
$28.1K - $32.6K
|
6.85K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 10.33% |
$22.1K - $25.6K
|
1.02K
$178K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 48.67% |
$13.7K - $15.8K
|
77
$13.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59- 4.53% |
$11K - $12.8K
|
1.24K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 1.05% |
$8.6K - $9.99K
|
4.34K
$755K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 9.09% |
$1.5K - $1.74K
|
80
$13.9K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$4.18K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-147K- 33.07% |
$30M - $33.7M
|
298K
$51.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.14K- 45.57% |
$437K - $490K
|
2.56K
$445K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-781Closed |
$159K - $179K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-638- 3.23% |
$130K - $146K
|
19.1K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-357- 1.06% |
$72.8K - $81.7K
|
33.4K
$5.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-236- 9.88% |
$48.1K - $54K
|
2.15K
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-190- 3.96% |
$38.7K - $43.5K
|
4.6K
$801K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 13.64% |
$34.4K - $38.7K
|
1.07K
$186K
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
SELL
|
- |
-100- 16.67% |
$20.4K - $22.9K
|
500
$87K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-99- 3.96% |
$20.2K - $22.6K
|
2.4K
$418K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-85- 7.13% |
$17.3K - $19.4K
|
1.11K
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 4.55% |
$15.9K - $17.8K
|
1.64K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-70- 1.72% |
$14.3K - $16K
|
4.01K
$697K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.58% |
$11.6K - $13K
|
9.78K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-47- 1.32% |
$9.58K - $10.8K
|
3.51K
$611K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-35- 1.48% |
$7.13K - $8.01K
|
2.33K
$405K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 1.92% |
$5.3K - $5.95K
|
1.33K
$231K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-22- 2.18% |
$4.48K - $5.03K
|
988
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14- 51.85% |
$2.85K - $3.2K
|
13
$2.26K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.27% |
$2.04K - $2.29K
|
3.68K
$641K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.18% |
$815 - $915
|
2.26K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.61% |
$611 - $686
|
112
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 5.41% |
$408 - $457
|
35
$6.09K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23K- 92.27% |
$4.58M - $5.27M
|
1.93K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.5K- 82.14% |
$4.48M - $5.15M
|
4.89K
$850K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-13K- 99.27% |
$2.58M - $2.97M
|
95
$16.5K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 42.91% |
$223K - $257K
|
1.49K
$259K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.07K- 43.04% |
$213K - $245K
|
1.42K
$246K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-748- 17.68% |
$149K - $171K
|
3.48K
$606K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-417- 12.67% |
$83K - $95.6K
|
2.87K
$500K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$939K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 48.98% |
$23.9K - $27.5K
|
125
$21.7K
|
|