Purchases and Sales Made in Q1 2022 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2022. The information is specifically focused on institutions that hold shares of IDEX CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
48+ 4.04% |
$8.8K - $11.3K
|
1.24K
$202K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
47+ 1.98% |
$8.61K - $11.1K
|
2.42K
$394K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 10.07% |
$8.43K - $10.8K
|
503
$82.1K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45+ 0.1% |
$8.25K - $10.6K
|
45.3K
$7.39M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
41+ 3.77% |
$7.51K - $9.66K
|
1.13K
$184K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
41+ 44.09% |
$7.51K - $9.66K
|
134
$21.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
38+ 3.29% |
$6.97K - $8.95K
|
1.19K
$195K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
33+ 1.09% |
$6.05K - $7.77K
|
3.05K
$498K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
31New |
$5.68K - $7.3K
|
31
$5.06K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
27+ 4.53% |
$4.95K - $6.36K
|
623
$102K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27+ 1.09% |
$4.95K - $6.36K
|
2.5K
$408K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 21.95% |
$4.95K - $6.36K
|
150
$24.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
26New |
$4.77K - $6.12K
|
26
$4.25K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$4.77K - $6.12K
|
26
$4.25K
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
23+ 6.65% |
$4.22K - $5.42K
|
369
$60.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21+ 0.46% |
$3.85K - $4.95K
|
4.6K
$751K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21New |
$3.85K - $4.95K
|
21
$3.43K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 6.21% |
$3.85K - $4.95K
|
359
$58.6K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
21+ 9.77% |
$3.85K - $4.95K
|
236
$38.5K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
20+ 0.1% |
$3.67K - $4.71K
|
19.2K
$3.13M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 6.39% |
$3.12K - $4K
|
283
$46.2K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16+ 1.93% |
$2.93K - $3.77K
|
845
$138K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.3% |
$2.38K - $3.06K
|
4.33K
$707K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 60.0% |
$2.2K - $2.83K
|
32
$5.23K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12New |
$2.2K - $2.83K
|
12
$1.96K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 63.16% |
$2.2K - $2.83K
|
31
$5.06K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 157.14% |
$2.02K - $2.59K
|
18
$2.94K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.02K - $2.59K
|
11
$1.8K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$1.83K - $2.36K
|
10
$1.63K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 0.5% |
$1.83K - $2.36K
|
2.01K
$328K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
9+ 0.76% |
$1.65K - $2.12K
|
1.19K
$194K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.47K - $1.88K
|
8
$1.31K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
8+ 5.67% |
$1.47K - $1.88K
|
149
$24.3K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 29.63% |
$1.47K - $1.88K
|
35
$5.72K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 88.89% |
$1.47K - $1.88K
|
17
$2.78K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7New |
$1.28K - $1.65K
|
7
$1.14K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 1.04% |
$733 - $942
|
388
$63.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$733 - $942
|
10
$1.63K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$550 - $707
|
3
$490
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 60.0% |
$550 - $707
|
8
$1.31K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 50.0% |
$367 - $471
|
6
$980
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.14% |
$183 - $236
|
720
$118K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 3.13% |
$183 - $236
|
33
$5.39K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.14% |
$183 - $236
|
740
$121K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$183 - $236
|
1
$163
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 33.33% |
$183 - $236
|
2
$327
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.85% |
$367 - $471
|
106
$17.3K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 9.52% |
$367 - $471
|
19
$3.1K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2Closed |
$367 - $471
|
0
$0
|