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 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.51K- 53.77% |
$252K - $326K
|
1.29K
$196K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$28.4K - $35.5K
|
169
$25.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25+ 2.11% |
$4.2K - $5.24K
|
1.21K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12KNew |
$2.01M - $2.51M
|
12K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16KNew |
$194K - $242K
|
1.16K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.12K+ 13.2% |
$356K - $445K
|
18.2K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-32.5K- 59.55% |
$5.45M - $6.81M
|
22K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$50.4K - $62.9K
|
300
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
14K+ 108.89% |
$2.35M - $2.94M
|
26.9K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58+ 38.93% |
$9.74K - $12.2K
|
207
$31.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.46KNew |
$582K - $727K
|
3.46K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
22.6KNew |
$3.8M - $4.75M
|
22.6K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.01KNew |
$170K - $212K
|
1.01K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22New |
$3.7K - $4.61K
|
22
$3.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 40.0% |
$672 - $839
|
6
$907
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
423+ 23.18% |
$71.1K - $88.7K
|
2.25K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.95% |
$2.35K - $2.94K
|
1.49K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-77.2K- 89.4% |
$13M - $16.2M
|
9.15K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$2.52K - $3.15K
|
15
$2.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-764- 33.45% |
$128K - $160K
|
1.52K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-30- 2.47% |
$5.04K - $6.29K
|
1.19K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43- 3.33% |
$7.22K - $9.02K
|
1.25K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$3.33M - $4.16M
|
19.8K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 1.6% |
$6.38K - $7.97K
|
2.42K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.06K- 58.63% |
$682K - $852K
|
2.87K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.04KNew |
$175K - $219K
|
1.04K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
24.5K+ 17.68% |
$4.12M - $5.15M
|
163K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.45K- 20.56% |
$1.08M - $1.35M
|
24.9K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
24New |
$4.03K - $5.03K
|
24
$3.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.57KNew |
$264K - $329K
|
1.57K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$198K - $247K
|
1.18K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-92.2K- 38.86% |
$15.5M - $19.3M
|
145K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10K+ 128.98% |
$1.68M - $2.1M
|
17.8K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
46K+ 18.11% |
$7.73M - $9.65M
|
300K
$45.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-137K- 43.51% |
$23M - $28.8M
|
178K
$26.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.47K- 54.0% |
$415K - $518K
|
2.11K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-11K- 3.83% |
$1.85M - $2.31M
|
276K
$41.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$4.87K - $6.08K
|
29
$4.38K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5New |
$840 - $1.05K
|
5
$756
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.44K- 18.54% |
$410K - $512K
|
10.7K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$3.19K - $3.99K
|
19
$2.87K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$504 - $629
|
3
$453
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$336 - $420
|
2
$302
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 11.11% |
$8.4K - $10.5K
|
500
$75.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.05KNew |
$176K - $219K
|
1.05K
$158K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$336 - $420
|
2
$302
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
149+ 10.46% |
$25K - $31.3K
|
1.57K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 7.32% |
$504 - $629
|
38
$5.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$168 - $210
|
1
$151
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-112- 5.0% |
$18.8K - $23.5K
|
2.13K
$321K
|
|