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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 65.38% |
$3.86K - $5.5K
|
86
$14.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 0.26% |
$269K - $383K
|
898K
$153M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 10.01% |
$27.7M - $39.5M
|
2.68M
$457M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.27K+ 92.38% |
$938K - $1.34M
|
17.2K
$2.93M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.5K- 14.85% |
$284K - $405K
|
14.3K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.74KNew |
$311K - $443K
|
2.74K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-225- 3.64% |
$25.5K - $36.4K
|
5.95K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-73.5K- 6.3% |
$8.34M - $11.9M
|
1.09M
$186M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-81.3K- 86.97% |
$9.22M - $13.2M
|
12.2K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.94K+ 3.17% |
$901K - $1.28M
|
258K
$44M
|
|
|
Aug 14, 2025
Q2 2025
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
36K+ 68.27% |
$4.08M - $5.82M
|
88.7K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.87K- 43.45% |
$666K - $949K
|
7.63K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 2.71% |
$1.27M - $1.81M
|
401K
$68.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52KNew |
$172K - $246K
|
1.52K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-823- 14.12% |
$93.4K - $133K
|
5.01K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.16K+ 11.73% |
$699K - $996K
|
58.7K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
178KNew |
$20.2M - $28.8M
|
178K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-141K- 3.52% |
$16M - $22.9M
|
3.87M
$659M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11K+ 2.33% |
$1.25M - $1.79M
|
485K
$82.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-205K- 37.93% |
$23.2M - $33.1M
|
335K
$57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-960- 2.1% |
$109K - $155K
|
44.7K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
235New |
$26.7K - $38K
|
235
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.27K+ 163.88% |
$598K - $852K
|
8.48K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.28K- 12.56% |
$258K - $368K
|
15.9K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-492- 10.72% |
$55.8K - $79.6K
|
4.1K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
6.28K+ 76.49% |
$712K - $1.02M
|
14.5K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.79K- 5.49% |
$203K - $290K
|
30.9K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
36.4KNew |
$4.13M - $5.89M
|
36.4K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.41K- 20.42% |
$841K - $1.2M
|
28.9K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.8K- 24.42% |
$6.56M - $9.35M
|
179K
$30.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-880- 19.3% |
$99.9K - $142K
|
3.68K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-10.5K- 69.54% |
$1.19M - $1.7M
|
4.6K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16K+ 22.23% |
$1.81M - $2.58M
|
87.7K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
686+ 16.17% |
$77.8K - $111K
|
4.93K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 22.89% |
$158K - $225K
|
4.68K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.3K+ 351.51% |
$1.28M - $1.82M
|
14.5K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-306- 14.57% |
$34.7K - $49.5K
|
1.79K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-204- 68.23% |
$23.1K - $33K
|
95
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-227K- 64.58% |
$25.7M - $36.7M
|
124K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70K+ 9.46% |
$7.94M - $11.3M
|
810K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
505+ 32.23% |
$57.3K - $81.7K
|
2.07K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.5K+ 239.81% |
$964K - $1.38M
|
12K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$510K - $727K
|
4.5K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
223+ 17.04% |
$25.3K - $36.1K
|
1.53K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.53KNew |
$174K - $248K
|
1.53K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.75K- 1.44% |
$312K - $444K
|
187K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 12.09% |
$27.7K - $39.5K
|
1.78K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
1.9K+ 17.33% |
$216K - $308K
|
12.9K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10.9K- 67.96% |
$1.24M - $1.77M
|
5.16K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.62K- 20.1% |
$865K - $1.23M
|
30.3K
$5.16M
|