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 |
---|---|---|---|---|---|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
45
shares
|
$9,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pier Capital, LLC
Stamford, CT |
Aug 07, 2024 Q2 2024 |
45
shares
|
$9,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
44
shares
|
$9,390
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
43
shares
|
$9,177
0.0% of portfolio
|
Q2 2024
Reduced 39.44%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
43
shares
|
$9,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
41
shares
|
$8,750
0.0% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
40
shares
|
$8,536
0.0% of portfolio
|
Q2 2020
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
39
shares
|
$8,323
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
39
shares
|
$8,323
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
39
shares
|
$8,323
0.0% of portfolio
|
Q4 2023
Added 2.63%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
39
shares
|
$8,323
0.0% of portfolio
|
Q3 2022
Added 95.0%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
36
shares
|
$7,683
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
35
shares
|
$7,469
0.0% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
35
shares
|
$7,469
0.0% of portfolio
|
Q4 2022
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
32
shares
|
$6,829
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$6,402
0.0% of portfolio
|
Q2 2022
Reduced 72.73%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
26
shares
|
$5,548
0.0% of portfolio
|
Q4 2023
Reduced 10.34%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
25
shares
|
$5,335
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
24
shares
|
$5,122
0.0% of portfolio
|
Q2 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
24
shares
|
$5,122
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
23
shares
|
$4,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23
shares
|
$4,908
0.0% of portfolio
|
Q2 2023
Reduced 45.24%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
20
shares
|
$4,268
0.0% of portfolio
|
Q2 2024
Added 53.85%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
20
shares
|
$4,268
0.0% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
20
shares
|
$4,268
0.0% of portfolio
|
Q4 2022
New holding
|