Purchases and Sales Made in Q1 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
65+ 1.61% |
$14K - $15.6K
|
4.11K
$757K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
61+ 0.93% |
$13.2K - $14.6K
|
6.6K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 143.9% |
$12.7K - $14.1K
|
100
$18.4K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
58+ 1.53% |
$12.5K - $13.9K
|
3.84K
$709K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
57+ 0.65% |
$12.3K - $13.7K
|
8.89K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 90.0% |
$11.6K - $12.9K
|
114
$21K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53+ 4.49% |
$11.4K - $12.7K
|
1.23K
$227K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
46+ 575.0% |
$9.92K - $11K
|
54
$9.96K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
46+ 3.0% |
$9.92K - $11K
|
1.58K
$292K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
45New |
$9.71K - $10.8K
|
45
$8.3K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43New |
$9.28K - $10.3K
|
43
$7.93K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 44.33% |
$9.28K - $10.3K
|
140
$25.8K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39+ 1.56% |
$8.41K - $9.35K
|
2.54K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39+ 3.33% |
$8.41K - $9.35K
|
1.21K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 15.9% |
$8.2K - $9.11K
|
277
$51.1K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
37+ 0.29% |
$7.98K - $8.87K
|
12.8K
$2.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 4.33% |
$7.34K - $8.15K
|
819
$151K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29+ 5.58% |
$6.26K - $6.95K
|
549
$101K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
29+ 0.49% |
$6.26K - $6.95K
|
5.96K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
27+ 0.21% |
$5.82K - $6.47K
|
13K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
23+ 0.21% |
$4.96K - $5.51K
|
11.2K
$2.06M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 1.01% |
$4.75K - $5.27K
|
2.2K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
20+ 0.18% |
$4.31K - $4.79K
|
10.8K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19+ 135.71% |
$4.1K - $4.55K
|
33
$6.08K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.44% |
$3.88K - $4.31K
|
1.27K
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 1.45% |
$3.67K - $4.07K
|
1.19K
$219K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 8.29% |
$3.67K - $4.07K
|
222
$40.9K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
17+ 1.75% |
$3.67K - $4.07K
|
988
$182K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
16New |
$3.45K - $3.83K
|
16
$2.95K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
15+ 0.58% |
$3.24K - $3.6K
|
2.62K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8+ 0.19% |
$1.73K - $1.92K
|
4.22K
$778K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8+ 0.65% |
$1.73K - $1.92K
|
1.23K
$227K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1.73K - $1.92K
|
8
$1.48K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.07% |
$1.73K - $1.92K
|
11.6K
$2.15M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7New |
$1.51K - $1.68K
|
7
$1.29K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.3% |
$1.51K - $1.68K
|
2.37K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.19% |
$1.29K - $1.44K
|
512
$94.4K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6New |
$1.29K - $1.44K
|
6
$1.11K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 12.5% |
$1.08K - $1.2K
|
45
$8.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$1.08K - $1.2K
|
5
$922
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 16.67% |
$1.08K - $1.2K
|
35
$6.45K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 0.44% |
$1.08K - $1.2K
|
1.15K
$213K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 125.0% |
$1.08K - $1.2K
|
9
$1.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.51% |
$647 - $719
|
590
$109K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.31% |
$647 - $719
|
962
$177K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.06% |
$647 - $719
|
4.66K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.63% |
$431 - $479
|
125
$23K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 18.18% |
$431 - $479
|
13
$2.4K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.11% |
$431 - $479
|
1.8K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$216 - $240
|
1
$184
|