Purchases and Sales Made in Q1 2025 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2025. 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 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25+ 0.83% |
$4.46K - $5.61K
|
3.05K
$563K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 127.78% |
$4.1K - $5.16K
|
41
$7.56K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 10.19% |
$3.92K - $4.93K
|
238
$43.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
21+ 50.0% |
$3.74K - $4.71K
|
63
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20+ 0.01% |
$3.56K - $4.49K
|
335K
$61.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.35% |
$3.03K - $3.81K
|
1.28K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
17New |
$3.03K - $3.81K
|
17
$3.13K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
16+ 0.48% |
$2.85K - $3.59K
|
3.37K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
15+ 500.0% |
$2.67K - $3.36K
|
18
$3.32K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15New |
$2.67K - $3.36K
|
15
$2.77K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13New |
$2.32K - $2.92K
|
13
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 0.13% |
$2.14K - $2.69K
|
9.58K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
12New |
$2.14K - $2.69K
|
12
$2.21K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 2.27% |
$1.78K - $2.24K
|
450
$83K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 24.39% |
$1.78K - $2.24K
|
51
$9.4K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$1.43K - $1.79K
|
8
$1.48K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 2.99% |
$1.25K - $1.57K
|
241
$44.4K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7New |
$1.25K - $1.57K
|
7
$1.29K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$1.25K - $1.57K
|
7
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
7+ 6.8% |
$1.25K - $1.57K
|
110
$20.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 4.8% |
$1.07K - $1.35K
|
131
$24.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$1.07K - $1.35K
|
6
$1.11K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$1.07K - $1.35K
|
6
$1.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.41% |
$891 - $1.12K
|
1.22K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$891 - $1.12K
|
2.41K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
4New |
$713 - $897
|
4
$738
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4New |
$713 - $897
|
4
$738
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$713 - $897
|
4
$738
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$713 - $897
|
4
$738
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3New |
$535 - $673
|
3
$553
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$535 - $673
|
3
$553
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$535 - $673
|
8
$1.48K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.23% |
$535 - $673
|
1.29K
$237K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$535 - $673
|
3
$553
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.23% |
$535 - $673
|
1.29K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$356 - $449
|
4.92K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$356 - $449
|
2
$369
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$178 - $224
|
1
$184
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.56% |
$178 - $224
|
40
$7.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.03% |
$178 - $224
|
3.3K
$609K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$178 - $224
|
1
$184
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.2% |
$178 - $224
|
497
$91.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 14.29% |
$178 - $224
|
8
$1.48K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$178 - $224
|
1
$184
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 2.04% |
$178 - $224
|
50
$9.22K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 10.0% |
$178 - $224
|
11
$2.03K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.25% |
$178 - $224
|
396
$73K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.06% |
$178 - $224
|
1.62K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|