Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 654 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,684
shares
|
$377,350
0.0% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,658
shares
|
$371,524
0.0% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
1,653
shares
|
$370,404
0.19% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,606
shares
|
$359,872
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$358,528
0.05% of portfolio
|
Q3 2018
Reduced 8.57%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
1,556
shares
|
$348,668
0.01% of portfolio
|
Q3 2024
Reduced 76.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,550
shares
|
$347,324
0.0% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,516
shares
|
$339,705
0.18% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,514
shares
|
$339,257
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,509
shares
|
$338,136
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
1,503
shares
|
$336,792
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$332,534
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,482
shares
|
$332,086
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,467
shares
|
$328,725
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,466
shares
|
$328,501
0.08% of portfolio
|
Q4 2022
Reduced 12.69%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
1,465
shares
|
$328,277
0.23% of portfolio
|
Q3 2024
Added 27.06%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,460
shares
|
$327,156
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,446
shares
|
$324,019
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$322,675
0.02% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
1,437
shares
|
$322,002
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$315,952
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,401
shares
|
$313,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,400
shares
|
$313,712
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,399
shares
|
$313,487
0.01% of portfolio
|
Q2 2020
Reduced 1.25%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
1,398
shares
|
$313,263
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|