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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
53
shares
|
$11,876
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$11,204
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
50
shares
|
$11,204
0.01% of portfolio
|
Q2 2024
Reduced 5.66%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
48
shares
|
$10,755
0.0% of portfolio
|
Q2 2024
Reduced 50.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$10,307
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
45
shares
|
$10,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 15, 2024 Q3 2024 |
45
shares
|
$10,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
42
shares
|
$9,411
0.0% of portfolio
|
Q3 2024
Reduced 38.24%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
41
shares
|
$9,187
0.0% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
40
shares
|
$8,963
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$8,739
0.0% of portfolio
|
Q3 2022
Added 95.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
39
shares
|
$8,739
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
39
shares
|
$8,739
0.0% of portfolio
|
Q4 2023
Added 2.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
39
shares
|
$8,739
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
37
shares
|
$8,290
0.0% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
36
shares
|
$8,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
35
shares
|
$7,842
0.0% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
35
shares
|
$7,842
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
31
shares
|
$6,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$6,722
0.0% of portfolio
|
Q2 2022
Reduced 72.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$6,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$5,602
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
24
shares
|
$5,377
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$5,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23
shares
|
$5,153
0.0% of portfolio
|
Q2 2023
Reduced 45.24%
|