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 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 1.22% |
$2.37K - $2.64K
|
888
$164K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 7.5% |
$647 - $719
|
37
$6.82K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-272- 4.9% |
$53.6K - $65.8K
|
5.28K
$974K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-213- 12.69% |
$42K - $51.5K
|
1.47K
$270K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-129- 8.97% |
$25.4K - $31.2K
|
1.31K
$241K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-55- 50.93% |
$10.8K - $13.3K
|
53
$9.77K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-24- 0.08% |
$4.73K - $5.81K
|
30.8K
$5.68M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15Closed |
$2.96K - $3.63K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-7- 0.28% |
$1.38K - $1.69K
|
2.47K
$456K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.71K- 31.06% |
$1.22M - $1.46M
|
14.9K
$2.75M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.61KClosed |
$836K - $1M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.5K- 3.84% |
$634K - $761K
|
87.7K
$16.2M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-2.83KClosed |
$513K - $616K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-798- 30.85% |
$145K - $174K
|
1.79K
$330K
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-351- 43.55% |
$63.7K - $76.4K
|
455
$83.9K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-56- 50.91% |
$10.2K - $12.2K
|
54
$9.96K
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3- -0.0% |
$544 - $653
|
200K
$36.9M
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-11KClosed |
$1.91M - $2.19M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.71KClosed |
$642K - $737K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-3.42KClosed |
$592K - $679K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.86KClosed |
$322K - $370K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.21KClosed |
$209K - $239K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17KClosed |
$203K - $233K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-845Closed |
$146K - $168K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-236Closed |
$40.8K - $46.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-207Closed |
$35.8K - $41.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-149Closed |
$25.8K - $29.6K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-135- 2.04% |
$23.4K - $26.8K
|
6.49K
$1.2M
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-93Closed |
$16.1K - $18.5K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-80- 72.73% |
$13.8K - $15.9K
|
30
$5.53K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-46Closed |
$7.96K - $9.14K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-43Closed |
$7.44K - $8.54K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-26Closed |
$4.5K - $5.17K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-22Closed |
$3.81K - $4.37K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-22- 39.29% |
$3.81K - $4.37K
|
34
$6.27K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10Closed |
$1.73K - $1.99K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-10- 11.9% |
$1.73K - $1.99K
|
74
$13.6K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$1.73K - $1.99K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.38% |
$865 - $994
|
1.33K
$245K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2Closed |
$346 - $397
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-40.4KClosed |
$7.4M - $9.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-39.3KClosed |
$7.2M - $9.25M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.8KClosed |
$2.17M - $2.78M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10KClosed |
$1.83M - $2.36M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.8KClosed |
$697K - $895K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$288K - $371K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.36KClosed |
$250K - $321K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.13KClosed |
$207K - $267K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1KClosed |
$183K - $236K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-847Closed |
$155K - $199K
|
0
$0
|