Purchases and Sales Made in Q4 2023 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
178+ 2.97% |
$33.3K - $38.6K
|
6.17K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
165New |
$30.9K - $35.8K
|
165
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164+ 1.49% |
$30.7K - $35.6K
|
11.2K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
162New |
$30.3K - $35.2K
|
162
$29.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
160+ 0.78% |
$29.9K - $34.7K
|
20.8K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
155+ 29.92% |
$29K - $33.7K
|
673
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
154+ 4.01% |
$28.8K - $33.4K
|
3.99K
$736K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
150New |
$28.1K - $32.6K
|
150
$27.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
148+ 1.86% |
$27.7K - $32.1K
|
8.12K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
147+ 0.78% |
$27.5K - $31.9K
|
19K
$3.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 6.43% |
$27.3K - $31.7K
|
2.42K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
141+ 0.87% |
$26.4K - $30.6K
|
16.4K
$3.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
117+ 5.29% |
$21.9K - $25.4K
|
2.33K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
115+ 2.94% |
$21.5K - $25K
|
4.02K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
113New |
$21.1K - $24.5K
|
113
$20.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
112+ 2.06% |
$20.9K - $24.3K
|
5.54K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
106New |
$19.8K - $23K
|
106
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
100New |
$18.7K - $21.7K
|
100
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 10.03% |
$18.7K - $21.7K
|
1.1K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.77% |
$18.7K - $21.7K
|
13.1K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
97New |
$18.1K - $21.1K
|
97
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
95+ 10.91% |
$17.8K - $20.6K
|
966
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
89+ 5.12% |
$16.6K - $19.3K
|
1.83K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
86New |
$16.1K - $18.7K
|
86
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
81New |
$15.1K - $17.6K
|
81
$14.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
79+ 25.57% |
$14.8K - $17.2K
|
388
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 160.42% |
$14.4K - $16.7K
|
125
$23K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
67+ 2.42% |
$12.5K - $14.5K
|
2.83K
$522K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
65New |
$12.2K - $14.1K
|
65
$12K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
60+ 34.48% |
$11.2K - $13K
|
234
$43.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$11K - $12.8K
|
59
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 100.0% |
$10.8K - $12.6K
|
116
$21.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
53New |
$9.91K - $11.5K
|
53
$9.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53New |
$9.91K - $11.5K
|
53
$9.77K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$9.35K - $10.9K
|
50
$9.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 24.34% |
$8.6K - $9.99K
|
235
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
45+ 0.33% |
$8.42K - $9.77K
|
13.6K
$2.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
45New |
$8.42K - $9.77K
|
45
$8.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
45New |
$8.42K - $9.77K
|
45
$8.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
44+ 3.12% |
$8.23K - $9.55K
|
1.45K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41New |
$7.67K - $8.9K
|
41
$7.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
39New |
$7.29K - $8.47K
|
39
$7.19K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 7.52% |
$6.92K - $8.03K
|
529
$97.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 11.11% |
$6.36K - $7.38K
|
340
$62.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
32+ 0.24% |
$5.98K - $6.95K
|
13.2K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26+ 520.0% |
$4.86K - $5.64K
|
31
$5.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
26+ 162.5% |
$4.86K - $5.64K
|
42
$7.74K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
25+ 0.03% |
$4.68K - $5.43K
|
89.8K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 60.0% |
$4.49K - $5.21K
|
64
$11.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 5.15% |
$4.3K - $4.99K
|
470
$86.7K
|