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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 15.38% |
$398 - $458
|
11
$2.03K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.05% |
$398 - $458
|
4.24K
$781K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.57% |
$597 - $688
|
522
$96.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 11.43% |
$797 - $917
|
31
$5.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.8% |
$797 - $917
|
218
$40.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$996 - $1.15K
|
7
$1.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6- 0.49% |
$1.19K - $1.38K
|
1.22K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 5.0% |
$1.39K - $1.6K
|
133
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 11.43% |
$1.59K - $1.83K
|
62
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 8.0% |
$1.99K - $2.29K
|
115
$21.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11- 0.01% |
$2.19K - $2.52K
|
84.3K
$15.5M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11- 1.71% |
$2.19K - $2.52K
|
631
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 2.54% |
$2.59K - $2.98K
|
499
$92K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 2.38% |
$2.99K - $3.44K
|
615
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 50.0% |
$2.99K - $3.44K
|
15
$2.77K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18- 1.42% |
$3.58K - $4.13K
|
1.25K
$231K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 45.24% |
$3.78K - $4.36K
|
23
$4.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-19- 1.2% |
$3.78K - $4.36K
|
1.56K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 6.86% |
$3.78K - $4.36K
|
258
$47.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-23- 51.11% |
$4.58K - $5.27K
|
22
$4.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-23- 0.27% |
$4.58K - $5.27K
|
8.38K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-24- 1.5% |
$4.78K - $5.5K
|
1.57K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-25- 6.48% |
$4.98K - $5.73K
|
361
$66.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.03% |
$4.98K - $5.73K
|
71.8K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-25- 15.92% |
$4.98K - $5.73K
|
132
$24.3K
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.03% |
$4.98K - $5.73K
|
71.8K
$13.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-26- 3.84% |
$5.18K - $5.96K
|
651
$120K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-27- 2.61% |
$5.38K - $6.19K
|
1.01K
$186K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 80.56% |
$5.78K - $6.65K
|
7
$1.29K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29- 2.91% |
$5.78K - $6.65K
|
966
$178K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-35- 1.45% |
$6.97K - $8.02K
|
2.39K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-36- 0.87% |
$7.17K - $8.25K
|
4.08K
$752K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-37- 5.9% |
$7.37K - $8.48K
|
590
$109K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-38- 0.33% |
$7.57K - $8.71K
|
11.4K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-39- 0.92% |
$7.77K - $8.94K
|
4.18K
$771K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-41- 3.62% |
$8.17K - $9.4K
|
1.09K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-41- 2.21% |
$8.17K - $9.4K
|
1.82K
$335K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 3.96% |
$8.36K - $9.63K
|
1.02K
$188K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-42- 0.58% |
$8.36K - $9.63K
|
7.16K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-43- 7.29% |
$8.56K - $9.86K
|
547
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-46- 0.24% |
$9.16K - $10.5K
|
19.3K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.11% |
$9.76K - $11.2K
|
99
$18.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-50- 0.48% |
$9.96K - $11.5K
|
10.4K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-51- 1.19% |
$10.2K - $11.7K
|
4.24K
$782K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-56- 4.32% |
$11.2K - $12.8K
|
1.24K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-57- 96.61% |
$11.4K - $13.1K
|
2
$369
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-57- 3.71% |
$11.4K - $13.1K
|
1.48K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-68- 7.0% |
$13.5K - $15.6K
|
903
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-71- 3.08% |
$14.1K - $16.3K
|
2.23K
$411K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 6.24% |
$14.5K - $16.7K
|
1.1K
$202K
|