Latest Institutional Transactions on Wex Inc. (WEX)
This table provides information on the latest institutional transactions involving Wex Inc. (WEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 30.0% |
$502 - $650
|
7
$1.29K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
283+ 12.76% |
$47.4K - $61.3K
|
2.5K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 4.24% |
$837 - $1.08K
|
113
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-36- 0.73% |
$6.03K - $7.8K
|
4.88K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
221+ 552.5% |
$37K - $47.9K
|
261
$48K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 4.91% |
$2.18K - $2.82K
|
278
$51.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-774- 24.05% |
$130K - $168K
|
2.44K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$381K - $493K
|
2.28K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.23KNew |
$876K - $1.13M
|
5.23K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-374- 10.13% |
$62.6K - $81K
|
3.32K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$191K - $248K
|
1.14K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.01K+ 239.86% |
$168K - $218K
|
1.42K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.69KNew |
$283K - $366K
|
1.69K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-535- 3.3% |
$89.6K - $116K
|
15.7K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1- 0.03% |
$167 - $217
|
2.95K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.83K+ 265.15% |
$642K - $831K
|
5.28K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.66KNew |
$1.12M - $1.44M
|
6.66K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$316K - $410K
|
1.89K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-15.3K- 92.35% |
$2.56M - $3.31M
|
1.26K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
455+ 16.04% |
$76.2K - $98.6K
|
3.29K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 98.72% |
$12.9K - $16.7K
|
1
$184
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-130- 46.43% |
$21.8K - $28.2K
|
150
$27.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$335 - $433
|
2
$367
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-23- 4.5% |
$3.85K - $4.98K
|
488
$89.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.36K- 25.58% |
$1.07M - $1.38M
|
18.5K
$3.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 5.56% |
$167 - $217
|
19
$3.49K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-234- 7.39% |
$39.2K - $50.7K
|
2.93K
$539K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.51K- 53.77% |
$252K - $326K
|
1.29K
$238K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-3.61K- 14.68% |
$604K - $781K
|
21K
$3.85M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 60.61% |
$3.35K - $4.33K
|
53
$9.74K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54- 17.94% |
$9.04K - $11.7K
|
247
$45.4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.4K- 5.36% |
$9.47M - $11.8M
|
995K
$183M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.81K- 2.3% |
$304K - $379K
|
76.8K
$14.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-182- 1.81% |
$30.6K - $38.2K
|
9.87K
$1.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.76KNew |
$800K - $999K
|
4.76K
$875K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$28.4K - $35.5K
|
169
$31K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.1K- 4.74% |
$185K - $231K
|
22.1K
$4.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25+ 2.11% |
$4.2K - $5.24K
|
1.21K
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.04K- 6.4% |
$174K - $218K
|
15.2K
$2.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.97K+ 38.37% |
$1M - $1.25M
|
21.5K
$3.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
2.5K+ 29.85% |
$420K - $524K
|
10.9K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
191+ 11.62% |
$32.1K - $40.1K
|
1.84K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12KNew |
$2.01M - $2.51M
|
12K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-27.7K- 95.53% |
$4.65M - $5.8M
|
1.3K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26.4K+ 17.83% |
$4.43M - $5.54M
|
174K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16KNew |
$194K - $242K
|
1.16K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.65K- 10.62% |
$949K - $1.18M
|
47.5K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 54.64% |
$438K - $547K
|
7.38K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.12K+ 13.2% |
$356K - $445K
|
18.2K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.17K+ 27.74% |
$1.2M - $1.5M
|
33K
$6.06M
|
|