Purchases and Sales Made in Q3 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 0.15% |
$20.4K - $22.9K
|
66.9K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
100+ 9.15% |
$20.4K - $22.9K
|
1.19K
$220K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
99+ 3.65% |
$20.2K - $22.6K
|
2.81K
$518K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
97+ 2.76% |
$19.8K - $22.2K
|
3.61K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
97+ 9.86% |
$19.8K - $22.2K
|
1.08K
$199K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
88New |
$17.9K - $20.1K
|
88
$16.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
88New |
$17.9K - $20.1K
|
88
$16.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
86+ 5.37% |
$17.5K - $19.7K
|
1.69K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80+ 30.89% |
$16.3K - $18.3K
|
339
$62.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 8.26% |
$14.7K - $16.5K
|
944
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
72+ 19.94% |
$14.7K - $16.5K
|
433
$79.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69+ 51.88% |
$14.1K - $15.8K
|
202
$37.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
66+ 1.04% |
$13.5K - $15.1K
|
6.4K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
65+ 2.83% |
$13.2K - $14.9K
|
2.36K
$435K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$12.6K - $14.2K
|
62
$11.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
60New |
$12.2K - $13.7K
|
60
$11.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
59+ 4.99% |
$12K - $13.5K
|
1.24K
$229K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
56+ 2.07% |
$11.4K - $12.8K
|
2.77K
$510K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
53+ 0.11% |
$10.8K - $12.1K
|
46.7K
$8.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 1.25% |
$10.8K - $12.1K
|
4.29K
$791K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
52+ 3.12% |
$10.6K - $11.9K
|
1.72K
$317K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50+ 7.68% |
$10.2K - $11.4K
|
701
$129K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 2.27% |
$9.99K - $11.2K
|
2.21K
$407K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
49+ 0.17% |
$9.99K - $11.2K
|
28.2K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 18.6% |
$9.78K - $11K
|
306
$56.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 8.59% |
$9.58K - $10.8K
|
594
$110K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
46New |
$9.38K - $10.5K
|
46
$8.48K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 26.22% |
$8.76K - $9.84K
|
207
$38.2K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 38.05% |
$8.76K - $9.84K
|
156
$28.8K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
36New |
$7.34K - $8.23K
|
36
$6.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 5.8% |
$6.52K - $7.32K
|
584
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31+ 3.21% |
$6.32K - $7.09K
|
997
$184K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
31+ 0.92% |
$6.32K - $7.09K
|
3.42K
$630K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30+ 51.72% |
$6.11K - $6.86K
|
88
$16.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 1.72% |
$4.69K - $5.26K
|
1.36K
$250K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
22+ 1.17% |
$4.48K - $5.03K
|
1.91K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 3.25% |
$4.48K - $5.03K
|
698
$129K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20+ 0.4% |
$4.08K - $4.57K
|
5.04K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 3.81% |
$3.87K - $4.35K
|
518
$95.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 10.71% |
$3.67K - $4.12K
|
186
$34.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 0.63% |
$3.67K - $4.12K
|
2.88K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 1.46% |
$3.26K - $3.66K
|
1.12K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
16+ 1.33% |
$3.26K - $3.66K
|
1.22K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.43% |
$3.06K - $3.43K
|
1.06K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 3.75% |
$3.06K - $3.43K
|
415
$76.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 12.93% |
$3.06K - $3.43K
|
131
$24.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12New |
$2.45K - $2.74K
|
12
$2.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11New |
$2.24K - $2.52K
|
11
$2.03K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 43.48% |
$2.04K - $2.29K
|
33
$6.08K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 81.82% |
$1.83K - $2.06K
|
20
$3.69K
|