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 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37New |
$7.37K - $8.48K
|
37
$6.82K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 205.88% |
$6.97K - $8.02K
|
52
$9.59K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
34+ 1.01% |
$6.77K - $7.79K
|
3.39K
$624K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
32+ 2.42% |
$6.37K - $7.34K
|
1.35K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 4.87% |
$5.78K - $6.65K
|
624
$115K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 4.87% |
$5.78K - $6.65K
|
624
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
29+ 1.08% |
$5.78K - $6.65K
|
2.71K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
28+ 0.96% |
$5.58K - $6.42K
|
2.95K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
27New |
$5.38K - $6.19K
|
27
$4.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
23New |
$4.58K - $5.27K
|
23
$4.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 2.89% |
$3.78K - $4.36K
|
676
$125K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 32.76% |
$3.78K - $4.36K
|
77
$14.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.68% |
$3.39K - $3.9K
|
2.5K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 6.58% |
$3.19K - $3.67K
|
259
$47.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15+ 0.62% |
$2.99K - $3.44K
|
2.44K
$450K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.78% |
$2.59K - $2.98K
|
1.68K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$2.59K - $2.98K
|
13
$2.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 13.0% |
$2.59K - $2.98K
|
113
$20.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.51% |
$2.39K - $2.75K
|
2.38K
$439K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$2.19K - $2.52K
|
11
$2.03K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 5.88% |
$2.19K - $2.52K
|
198
$36.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.7% |
$1.99K - $2.29K
|
1.45K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10+ 0.1% |
$1.99K - $2.29K
|
10.3K
$1.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$1.79K - $2.06K
|
9
$1.66K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.79K - $2.06K
|
18
$3.32K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 25.0% |
$1.19K - $1.38K
|
30
$5.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 25.0% |
$1.19K - $1.38K
|
30
$5.53K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 4.31% |
$996 - $1.15K
|
121
$22.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
5+ 0.45% |
$996 - $1.15K
|
1.13K
$208K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$996 - $1.15K
|
5
$922
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$797 - $917
|
4
$738
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3+ 0.86% |
$597 - $688
|
352
$64.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.55% |
$597 - $688
|
552
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.07% |
$398 - $458
|
2.97K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$398 - $458
|
9.58K
$1.77M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.7% |
$398 - $458
|
56
$10.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$398 - $458
|
2
$369
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 22.22% |
$398 - $458
|
11
$2.03K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 33.33% |
$398 - $458
|
8
$1.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$398 - $458
|
2
$369
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 2.17% |
$398 - $458
|
94
$17.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.87% |
$199 - $229
|
116
$21.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$199 - $229
|
4.03K
$743K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.05% |
$199 - $229
|
1.9K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.45% |
$199 - $229
|
224
$41.3K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$199 - $229
|
8
$1.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 20.0% |
$199 - $229
|
4
$738
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 4.44% |
$398 - $458
|
43
$7.93K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$398 - $458
|
1.24K
$228K
|