Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
413
shares
|
$88,142
0.04% of portfolio
|
Q3 2023
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
402
shares
|
$85,794
0.0% of portfolio
|
Q2 2024
Added 7940.0%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
400
shares
|
$85,368
0.0% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
400
shares
|
$85,368
0.0% of portfolio
|
Q4 2022
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
396
shares
|
$84,514
0.0% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
389
shares
|
$83,020
0.0% of portfolio
|
Q2 2024
Added 15.43%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
388
shares
|
$82,806
0.01% of portfolio
|
Q4 2023
Added 25.57%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
357
shares
|
$76,190
0.0% of portfolio
|
Q2 2024
Added 1.13%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
344
shares
|
$73,416
0.0% of portfolio
|
Q2 2024
Added 19.86%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
343
shares
|
$73,203
0.0% of portfolio
|
Q2 2024
Added 6.19%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
339
shares
|
$72,349
0.0% of portfolio
|
Q2 2024
Added 1373.91%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
331
shares
|
$70,642
0.02% of portfolio
|
Q1 2024
Added 5.75%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
331
shares
|
$70,642
0.0% of portfolio
|
Q3 2022
Added 120.67%
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
327
shares
|
$69,788
0.03% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
317
shares
|
$67,654
0.0% of portfolio
|
Q3 2021
Reduced 5.65%
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 24, 2024 Q2 2024 |
312
shares
|
$66,587
0.0% of portfolio
|
Q2 2024
Added 2.3%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
294
shares
|
$62,745
0.14% of portfolio
|
Q3 2022
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
277
shares
|
$59,117
0.0% of portfolio
|
Q4 2020
Added 6.13%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
264
shares
|
$56,342
0.0% of portfolio
|
Q2 2024
Added 82.07%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
253
shares
|
$53,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
252
shares
|
$53,781
0.03% of portfolio
|
Q2 2024
Added 0.8%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
243
shares
|
$51,861
0.01% of portfolio
|
Q2 2024
Added 710.0%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
241
shares
|
$51,434
0.0% of portfolio
|
Q2 2024
Added 30.98%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
219
shares
|
$46,738
0.0% of portfolio
|
Q1 2024
Added 12.39%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
212
shares
|
$45,245
0.0% of portfolio
|
Q2 2024
Reduced 6.61%
|