Purchases and Sales Made in Q2 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.18KNew |
$236K - $271K
|
1.18K
$218K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 102.95% |
$229K - $264K
|
2.27K
$418K
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.13K+ 25.63% |
$224K - $258K
|
5.52K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.05KNew |
$209K - $241K
|
1.05K
$194K
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1KNew |
$199K - $229K
|
1K
$184K
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
974+ 0.18% |
$194K - $223K
|
540K
$99.5M
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
967+ 184.54% |
$193K - $222K
|
1.49K
$275K
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
963New |
$192K - $221K
|
963
$178K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
957+ 11.2% |
$191K - $219K
|
9.5K
$1.75M
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
943+ 83.6% |
$188K - $216K
|
2.07K
$382K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
940+ 90.38% |
$187K - $215K
|
1.98K
$365K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
936New |
$186K - $215K
|
936
$173K
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
900+ 5.81% |
$179K - $206K
|
16.4K
$3.02M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
846+ 9.42% |
$168K - $194K
|
9.83K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
834New |
$166K - $191K
|
834
$154K
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
830+ 2.42% |
$165K - $190K
|
35.1K
$6.47M
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
791+ 19.77% |
$158K - $181K
|
4.79K
$884K
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
781New |
$156K - $179K
|
781
$144K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
775+ 10.82% |
$154K - $178K
|
7.94K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
756+ 20.71% |
$151K - $173K
|
4.41K
$812K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
752+ 5.12% |
$150K - $172K
|
15.4K
$2.85M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
713+ 16.57% |
$142K - $163K
|
5.02K
$925K
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
705+ 0.27% |
$140K - $162K
|
258K
$47.6M
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
700+ 2.14% |
$139K - $160K
|
33.4K
$6.15M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
666+ 0.39% |
$133K - $153K
|
170K
$31.4M
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
642+ 7.4% |
$128K - $147K
|
9.32K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
640+ 5.5% |
$127K - $147K
|
12.3K
$2.26M
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
625New |
$124K - $143K
|
625
$115K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600New |
$119K - $138K
|
600
$111K
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
597+ 3.19% |
$119K - $137K
|
19.3K
$3.56M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
597+ 9.44% |
$119K - $137K
|
6.92K
$1.28M
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
565+ 1.63% |
$113K - $130K
|
35.2K
$6.49M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
548+ 23.7% |
$109K - $126K
|
2.86K
$527K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
547+ 1.01% |
$109K - $125K
|
54.5K
$10.1M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
543+ 11.05% |
$108K - $124K
|
5.46K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
520+ 11.17% |
$104K - $119K
|
5.18K
$955K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
501+ 15.83% |
$99.8K - $115K
|
3.67K
$676K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
474+ 8.1% |
$94.4K - $109K
|
6.33K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
468+ 117.88% |
$93.2K - $107K
|
865
$159K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
435+ 18.98% |
$86.6K - $99.7K
|
2.73K
$503K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$79.7K - $91.7K
|
400
$73.8K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
395+ 3.09% |
$78.7K - $90.5K
|
13.2K
$2.43M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
332+ 7.28% |
$66.1K - $76.1K
|
4.89K
$902K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
328+ 0.59% |
$65.3K - $75.2K
|
56.3K
$10.4M
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
285+ 2.8% |
$56.8K - $65.3K
|
10.5K
$1.93M
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
280New |
$55.8K - $64.2K
|
280
$51.6K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
267+ 13.64% |
$53.2K - $61.2K
|
2.22K
$410K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
220+ 5.09% |
$43.8K - $50.4K
|
4.54K
$837K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
211+ 3.51% |
$42K - $48.4K
|
6.23K
$1.15M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
208+ 2.68% |
$41.4K - $47.7K
|
7.97K
$1.47M
|