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Get Institutions for : 
Idex Corp (IEX)  
$222.74 0.67 (0.3%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 594    27
Total shares held : 
 73,901,697  
% of shares held : 
 97.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -53  
Amount of shares held : 
 1,098,767  
% of shares held change : 
   1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $206.78  
Last Quarter's Ending Price : 
 $217.11  
Last Quarter's Average Price : 
 $201.71  
Change from last quarter's     
avg. price to the last closing  : 
21.03 (10.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 1,215,457
 1.64%
 
Increased Positions :
209
 5,033,725
 6.81%
 
Unchanged Positions :
108
 1,793,176
 2.43%
 
Decreased Positions :
235
-4,586,413
-6.21%
 
Closed Positions :
69
-564,002
-0.76%
 
Guru Positions :
3
497,551
 0.67%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 84 - 2023-12-31 335,939 $72,936,000 0
   Premier Fund Managers Ltd 22 - 2023-12-31 220,000 $47,781,000 0
   CAPITAL WORLD INVESTORS 396 - 2023-12-31 200,000 $43,422,000 0
   National Pension Service 420 - 2023-12-31 116,997 $25,401,000 0
   NICHOLAS CO INC /WI 98 - 2023-12-31 71,830 $15,595,000 0
   Allspring Global Investments Holdings LLC 636 - 2024-03-31 63,699 $15,544,000 0
   WEITZ WALLACE R & CO -- Notable Guru -- 39 - 2023-12-31 66,900 $14,525,000 0
   PGGM INVESTMENTS 111 - 2023-12-31 49,169 $10,675,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 39,444 $9,625,000 0
   Railway Pension Investments Ltd 171 - 2023-12-31 33,761 $7,330,000 0
   Independent Advisor Alliance 84 - 2023-12-31 28,197 $6,122,000 0
   FRANKLIN STREET ADVISORS INC /NC 50 - 2024-03-31 24,125 $5,887,000 0
   STATE TREASURER STATE OF MICHIGAN 411 - 2024-03-31 20,680 $5,046,000 0
   IFM Investors Pty Ltd 334 - 2024-03-31 20,051 $4,893,000 0
   Handelsbanken Fonder AB 479 - 2023-12-31 15,800 $3,430,000 0
   GUYASUTA INVESTMENT ADVISORS INC 69 - 2024-03-31 10,404 $2,259,000 0
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 679 - 2024-03-31 8,076 $1,971,000 0
   Gulf International Bank (UK) Ltd 382 - 2024-03-31 6,525 $1,592,000 0
   Maryland State Retirement & Pension System 527 - 2024-03-31 5,771 $1,309,000 0
   BARTLETT & CO. LLC 254 - 2023-12-31 5,400 $1,172,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 253 - 2023-12-31 5,400 $1,172,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 4,686 $1,143,000 0
   PEREGRINE CAPITAL MANAGEMENT LLC 266 - 2024-03-31 4,603 $1,123,000 0
   Illinois Municipal Retirement Fund 835 - 2023-12-31 5,101 $1,107,000 0
   DUNCKER STREETT & CO INC 108 - 2024-03-31 3,961 $967,000 0
   STOCK YARDS BANK & TRUST CO - 2024-03-31 3,620 $883,000 0
   MAIRS & POWER INC 148 - 2023-12-31 4,000 $868,000 0
   Dai-Ichi Life Insurance Company Ltd 389 - 2023-12-31 3,859 $838,000 0
   Altshuler Shaham Ltd 45 - 2023-12-31 3,796 $824,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 157 - 2024-03-31 3,221 $786,000 0
   WELCH GROUP, LLC 109 - 2024-03-31 2,700 $659,000 0
   SANDHILL CAPITAL PARTNERS LLC 60 - 2023-12-31 2,907 $631,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 327 - 2023-12-31 2,840 $617,000 0
   Symmetry Partner LLC 262 - 2024-03-31 2,416 $590,000 0
   Hikari Power Ltd 55 - 2023-12-31 2,710 $588,000 0
   FIRST MANHATTAN CO 450 - 2023-12-31 2,653 $576,000 0
   CULLEN FROST BANKERS INC 356 - 2023-12-31 2,602 $565,000 0
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 2,250 $549,000 0
   GUINNESS ASSET MANAGEMENT LTD 91 - 2024-03-31 2,102 $513,000 0
   BURNEY CO/ 416 - 2023-12-31 2,300 $499,000 0
   BECK MACK & OLIVER LLC 123 - 2023-12-31 2,250 $488,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 817 - 2023-12-31 2,000 $434,000 0
   ARTHUR M. COHEN & ASSOCIATES LLC 89 - 2024-03-31 1,700 $415,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 1,903 $413,000 0
   RMR Wealth Builders 190 - 2024-03-31 1,437 $351,000 0
   GROVE CREEK ASSET MANAGEMENT 107 - 2023-12-31 1,600 $347,000 0
   WALLINGTON ASSET MANAGEMENT LLC 59 - 2024-03-31 1,400 $342,000 0
   Advisory Alpha LLC - 2023-12-31 1,410 $306,000 0
   Lakeview Capital Partners LLC 330 - 2023-12-31 1,270 $276,000 0
   Connecticut Wealth Management LLC - 2024-03-31 1,024 $250,000 0
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 243 - 2024-03-31 1,012 $247,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 211 - 2023-12-31 1,000 $217,000 0
   GRANDFIELD & DODD LLC 189 - 2023-12-31 982 $213,000 0
   Ten Capital Wealth Advisors LLC 131 - 2023-06-30 915 $196,000 0
   SUMMIT INVESTMENT ADVISORS INC 1273 - 2023-12-31 896 $195,000 0
   GODSEY & GIBB ASSOCIATES 114 - 2024-03-31 650 $159,000 0
   ALTA ADVISERS LTD 232 - 2024-03-31 500 $122,000 0
   NATIXIS ASSET MANAGEMENT 181 - 2023-12-31 554 $120,000 0
   Dougherty Wealth Advisers LLC 53 - 2024-03-31 473 $115,000 0
   ACADIAN ASSET MANAGEMENT LLC 1329 - 2023-12-31 527 $114,000 0
   Quent Capital LLC - 2024-03-31 417 $102,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 400 $98,000 0
   Orion Capital Management LLC 175 - 2023-12-31 413 $90,000 0
   Quintet Private Bank (Europe) S.A. 142 - 2023-12-31 349 $76,000 0
   Column Capital Advisors LLC 277 - 2023-09-30 317 $66,000 0
   SMITHFIELD TRUST CO 517 - 2023-12-31 277 $61,000 0
   PERRITT CAPITAL MANAGEMENT INC 219 - 2023-12-31 250 $54,000 0
   EverSource Wealth Advisors LLC 936 - 2023-12-31 207 $45,000 0
   WHITTIER TRUST CO - 2024-03-31 151 $37,000 0
   Laurel Wealth Advisors LLC 315 - 2023-12-31 150 $33,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 125 $31,000 0
   DT INVESTMENT PARTNERS, LLC 258 - 2023-12-31 136 $29,000 0
   Private Wealth Management Group LLC - 2024-03-31 97 $24,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 483 - 2024-03-31 100 $24,000 0
   Bell Investment Advisors Inc 316 - 2023-12-31 112 $24,000 0
   ESSEX INVESTMENT MANAGEMENT CO LLC 280 - 2024-03-31 84 $20,000 0
   SYSTM Wealth Solutions LLC 696 - 2024-03-31 81 $20,000 0
   Pinnacle Bank 553 - 2024-03-31 77 $19,000 0
   STEPHENSON NATIONAL BANK & TRUST 223 - 2024-03-31 74 $18,000 0
   Key Financial Inc 618 - 2024-03-31 77 $17,000 0
   CITY HOLDING CO 382 - 2024-03-31 70 $17,000 0
   LGT Financial Advisors LLC 442 - 2024-03-31 58 $14,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 377 - 2023-06-30 62 $13,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 595 - 2024-03-31 54 $13,000 0
   Bruce G. Allen Investments LLC 439 - 2024-03-31 53 $13,000 0
   SOA Wealth Advisors LLC. 518 - 2024-03-31 51 $12,000 0
   SRS Capital Advisors Inc. 754 - 2023-12-31 52 $11,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 45 $11,000 0
   PIER CAPITAL LLC 114 - 2024-03-31 45 $11,000 0
   Versant Capital Management Inc 780 - 2024-03-31 43 $10,000 0
   JJJ Advisors Inc. 685 - 2024-03-31 40 $10,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 723 - 2023-12-31 46 $10,000 0
   PRIVATE TRUST CO NA 1661 - 2024-03-31 42 $10,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 40 $10,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 35 $9,000 0
   VALLEY NATIONAL ADVISERS INC 668 - 2024-03-31 39 $9,000 0
   COLONIAL ASSET MANAGEMENT, INC. 526 - 2023-12-31 35 $8,000 0
   Investors Research Corp 759 - 2023-12-31 39 $8,000 0
   Prestige Wealth Management Group LLC 523 - 2024-03-31 24 $6,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 26 $6,000 0
  100 Records found
  1    
  Page 1 of 1
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