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
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 6.75% |
$14.7K - $17K
|
1.02K
$188K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-74- 7.63% |
$14.7K - $17K
|
896
$165K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-79- 2.34% |
$15.7K - $18.1K
|
3.29K
$607K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-82- 1.29% |
$16.3K - $18.8K
|
6.26K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-83- 2.53% |
$16.5K - $19K
|
3.2K
$590K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88- 4.88% |
$17.5K - $20.2K
|
1.72K
$316K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 5.17% |
$18.1K - $20.9K
|
1.67K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-92- 6.01% |
$18.3K - $21.1K
|
1.44K
$265K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 87.74% |
$18.5K - $21.3K
|
13
$2.4K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-96- 2.58% |
$19.1K - $22K
|
3.62K
$668K
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-100- 1.41% |
$19.9K - $22.9K
|
7K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-105- 2.58% |
$20.9K - $24.1K
|
3.96K
$730K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-105- 2.48% |
$20.9K - $24.1K
|
4.13K
$761K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-111- 0.54% |
$22.1K - $25.4K
|
20.4K
$3.76M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-114- 7.35% |
$22.7K - $26.1K
|
1.44K
$265K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 48.98% |
$23.9K - $27.5K
|
125
$23K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-126- 0.29% |
$25.1K - $28.9K
|
43.1K
$7.94M
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-129- 4.54% |
$25.7K - $29.6K
|
2.71K
$500K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-137- 11.08% |
$27.3K - $31.4K
|
1.1K
$203K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-149- 3.88% |
$29.7K - $34.2K
|
3.69K
$681K
|
|
Jul 31, 2023
Q2 2023
|
Hahn Capital Management LLC
San Francisco, CA |
SELL
|
- |
-153- 1.8% |
$30.5K - $35.1K
|
8.36K
$1.54M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-154- 3.56% |
$30.7K - $35.3K
|
4.17K
$768K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-154- 1.29% |
$30.7K - $35.3K
|
11.8K
$2.18M
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-169- 8.22% |
$33.7K - $38.7K
|
1.89K
$348K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-173- 6.82% |
$34.5K - $39.7K
|
2.36K
$436K
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-179- 8.64% |
$35.6K - $41K
|
1.89K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-180- 13.12% |
$35.8K - $41.3K
|
1.19K
$220K
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-192- 32.99% |
$38.2K - $44K
|
390
$71.9K
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-193- 3.73% |
$38.4K - $44.2K
|
4.99K
$920K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-193- 5.21% |
$38.4K - $44.2K
|
3.51K
$648K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 3.17% |
$39.8K - $45.8K
|
6.1K
$1.12M
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 4.08% |
$39.8K - $45.8K
|
4.7K
$867K
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-202- 3.38% |
$40.2K - $46.3K
|
5.77K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-207- 4.25% |
$41.2K - $47.5K
|
4.66K
$860K
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-207- 4.25% |
$41.2K - $47.5K
|
4.66K
$860K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-208- 0.93% |
$41.4K - $47.7K
|
22.1K
$4.08M
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-219- 3.32% |
$43.6K - $50.2K
|
6.38K
$1.18M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-235- 9.81% |
$46.8K - $53.9K
|
2.16K
$398K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-244- 2.0% |
$48.6K - $55.9K
|
12K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-246- 0.21% |
$49K - $56.4K
|
119K
$21.9M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-246- 14.81% |
$49K - $56.4K
|
1.42K
$261K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$996K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$996K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-284- 7.39% |
$56.6K - $65.1K
|
3.56K
$656K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-288- 1.8% |
$57.4K - $66K
|
15.7K
$2.89M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-294- 1.8% |
$58.6K - $67.4K
|
16K
$2.96M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-296- 22.63% |
$59K - $67.9K
|
1.01K
$187K
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-299- 10.04% |
$59.5K - $68.5K
|
2.68K
$494K
|
|
Aug 10, 2023
Q2 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-300- 0.45% |
$59.7K - $68.8K
|
66.8K
$12.3M
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-330- 1.31% |
$65.7K - $75.6K
|
24.9K
$4.59M
|