Purchases and Sales Made in Q4 2024 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
19+ 1.3% |
$3.85K - $4.49K
|
1.49K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
18+ 0.01% |
$3.65K - $4.25K
|
335K
$61.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 58.06% |
$3.65K - $4.25K
|
49
$9.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
18+ 1.38% |
$3.65K - $4.25K
|
1.32K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 3.6% |
$3.04K - $3.54K
|
432
$79.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 23.44% |
$3.04K - $3.54K
|
79
$14.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 93.33% |
$2.84K - $3.3K
|
29
$5.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 1.04% |
$2.64K - $3.07K
|
1.26K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.81% |
$2.64K - $3.07K
|
1.62K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 9.6% |
$2.43K - $2.83K
|
137
$25.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.78% |
$2.23K - $2.6K
|
1.42K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$2.23K - $2.6K
|
11
$2.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 4.35% |
$1.82K - $2.12K
|
216
$39.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.48% |
$1.42K - $1.65K
|
481
$88.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.72% |
$1.42K - $1.65K
|
974
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$1.42K - $1.65K
|
7
$1.29K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$1.22K - $1.42K
|
6
$1.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.87% |
$1.22K - $1.42K
|
698
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.58% |
$1.22K - $1.42K
|
1.03K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 35.71% |
$1.01K - $1.18K
|
19
$3.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.01K - $1.18K
|
5
$922
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 1.15% |
$1.01K - $1.18K
|
440
$81.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 125.0% |
$1.01K - $1.18K
|
9
$1.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$1.01K - $1.18K
|
2.4K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 133.33% |
$811 - $944
|
7
$1.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.3% |
$608 - $708
|
234
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$608 - $708
|
3
$553
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3New |
$608 - $708
|
3
$553
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 0.03% |
$608 - $708
|
9.57K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.63% |
$608 - $708
|
117
$21.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.23% |
$608 - $708
|
1.28K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 20.0% |
$608 - $708
|
18
$3.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.32% |
$406 - $472
|
633
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 100.0% |
$406 - $472
|
4
$738
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$406 - $472
|
2
$369
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$203 - $236
|
1
$184
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$203 - $236
|
5
$922
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$203 - $236
|
1
$184
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.16% |
$203 - $236
|
633
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.49% |
$203 - $236
|
204
$37.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$203 - $236
|
253
$46.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2- 0.11% |
$406 - $472
|
1.75K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.47% |
$406 - $472
|
79
$14.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$608 - $708
|
8
$1.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.07% |
$608 - $708
|
4K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.46% |
$608 - $708
|
655
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 14.81% |
$811 - $944
|
23
$4.24K
|