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Get Institutions for : 
Idex Corp (IEX)  
$222.07 0.32 (0.14%) as of 4:30 Wed 5/8


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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  : 
20.36 (10.09%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Alliance Wealth Advisors LLC /UT 234 *Closed 2023-12-31 0 $0 -1,571
   KINGSWOOD WEALTH ADVISORS LLC 629 *Closed 2024-03-31 0 $0 -1,158
   Covenant Partners LLC *Closed 2024-03-31 0 $0 -1,107
   TCW GROUP INC 371 *Closed 2023-12-31 0 $0 -16,620
   AlphaCrest Capital Management LLC 123 *Closed 2022-12-31 0 $0 -3,293
   Glassman Wealth Services 420 *Closed 2024-03-31 0 $0 -64
   MQS Management LLC 498 *Closed 2023-12-31 0 $0 -1,654
   BAKER TILLY FINANCIAL LLC 467 *Closed 2023-12-31 0 $0 -2,401
   EARNEST PARTNERS LLC 338 *Closed 2023-12-31 0 $0 -1,025
   Sciencast Management LP 240 *Closed 2023-12-31 0 $0 -4,386
   WEISS MULTI-STRATEGY ADVISERS LLC 120 *Closed 2024-03-31 0 $0 -15,449
   XTX Topco Ltd 1596 *Closed 2023-12-31 0 $0 -980
   TOWNSQUARE CAPITAL LLC 1151 *Closed 2023-12-31 0 $0 -19,084
   Fund Management at Engine No. 1 LLC 55 *Closed 2023-12-31 0 $0 -1,081
   VERITABLE LP 173 *Closed 2023-09-30 0 $0 -1,022
   Congress Wealth Management LLC / DE / 612 *Closed 2024-03-31 0 $0 -945
   Change Path LLC 621 *Closed 2023-12-31 0 $0 -1,543
   Trust Co of the South 126 *Closed 2024-03-31 0 $0 -1,211
   Quantamental Technologies LLC 395 *Closed 2023-09-30 0 $0 -4,211
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 489 *Closed 2023-12-31 0 $0 -2,558
   Ergoteles LLC 440 *Closed 2023-09-30 0 $0 -13,151
   DB Fitzpatrick & Co Inc 87 *Closed 2024-03-31 0 $0 -2,833
   Achmea Investment Management B.V. 493 *Closed 2023-12-31 0 $0 -2,152
   FSM Wealth Advisors LLC 147 *Closed 2023-09-30 0 $0 -1,096
   La Banque Postale Asset Management SA 415 *Closed 2023-12-31 0 $0 -12,428
   GW HENSSLER & ASSOCIATES LTD *Closed 2023-12-31 0 $0 -981
   We Are One Seven LLC 899 *Closed 2023-12-31 0 $0 -2,328
   Bridgefront Capital LLC 542 *Closed 2023-12-31 0 $0 -1,658
   FORA Capital LLC 490 *Closed 2024-03-31 0 $0 -13,724
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 804 *Closed 2023-12-31 0 $0 0
   LGT Group Foundation 261 *Closed 2023-12-31 0 $0 -1,194
   Virtus ETF Advisers LLC 458 *Closed 2023-12-31 0 $0 -3,513
   Front Row Advisors LLC 591 *Closed 2023-12-31 0 $0 -33
   Virtue Capital Management LLC 411 *Closed 2023-12-31 0 $0 -1,019
   SRB CORP 105 *Closed 2023-12-31 0 $0 -2,098
   OCCUDO QUANTITATIVE STRATEGIES LP 996 *Closed 2023-12-31 0 $0 -2,400
   Vident Investment Advisory LLC 896 *Closed 2023-09-30 0 $0 -2,443
   Unigestion Holding SA 179 *Closed 2023-12-31 0 $0 -3,296
   Milestone Investment Advisors LLC 397 *Closed 2023-12-31 0 $0 -12
   Atria Wealth Solutions Inc. 1991 *Closed 2023-12-31 0 $0 -1,638
   MARSHALL WACE LLP 2262 *Closed 2023-12-31 0 $0 -10,407
   Greenland Capital Management LP 296 *Closed 2023-12-31 0 $0 -39,436
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -50
   SCBT FINANCIAL CORP 697 *Closed 2023-12-31 0 $0 -36
   ALGER FRED MANAGEMENT INC 484 *Closed 2023-12-31 0 $0 -5
   KEYBANK NATIONAL ASSOCIATION/OH 1117 *Closed 2023-12-31 0 $0 -3,418
   Varma Mutual Pension Insurance Co 318 *Closed 2023-12-31 0 $0 -34,368
   ZEKE CAPITAL ADVISORS, LLC 518 *Closed 2022-12-31 0 $0 -1,695
   MAGNETAR FINANCIAL LLC 466 *Closed 2023-12-31 0 $0 -2,786
   SEVEN EIGHT CAPITAL LLC 802 *Closed 2023-12-31 0 $0 -1,940
   Planned Solutions Inc. 512 *Closed 2024-03-31 0 $0 -150
   MARQUETTE ASSET MANAGEMENT INC. 276 *Closed 2023-12-31 0 $0 -13
   ANDRA APFONDEN 244 *Closed 2023-12-31 0 $0 -800
   Hennion & Walsh Asset Management Inc. 875 *Closed 2024-03-31 0 $0 -1,135
   Engineers Gate Manager LP 2318 *Closed 2023-12-31 0 $0 -3,283
   Harvest Fund Management Co. Ltd 709 *Closed 2023-12-31 0 $0 -100
   Mount Yale Investment Advisors LLC 539 *Closed 2023-12-31 0 $0 -3,683
   Compagnie Lombard Odier SCA 619 *Closed 2024-03-31 0 $0 -251
   LOCUST WOOD CAPITAL ADVISERS LLC 44 *Closed 2023-12-31 0 $0 -8,250
   Argent Trust Co 637 *Closed 2023-12-31 0 $0 -1,088
   Concentric Capital Strategies LP 300 *Closed 2023-12-31 0 $0 -1,273
  61 Records found
  1    
  Page 1 of 1
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