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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9New |
$1.52K - $2.18K
|
9
$1.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$339 - $484
|
2
$301
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
600+ 34.48% |
$102K - $145K
|
2.34K
$352K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11New |
$1.86K - $2.66K
|
11
$1.66K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$389 - $475
|
9
$1.35K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.56K - $1.9K
|
8
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-109K- 42.75% |
$21.3M - $26M
|
146K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
1KNew |
$194K - $238K
|
1K
$151K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 14.1% |
$214K - $261K
|
6.7K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100KNew |
$19.4M - $23.8M
|
100K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
988New |
$192K - $235K
|
988
$149K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.18KNew |
$813K - $993K
|
4.18K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.12KNew |
$218K - $266K
|
1.12K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.35KNew |
$1.23M - $1.51M
|
6.35K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
6.57K+ 36.18% |
$1.28M - $1.56M
|
24.7K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-49- 6.61% |
$9.53K - $11.6K
|
692
$104K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.95KNew |
$573K - $701K
|
2.95K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
889New |
$173K - $211K
|
889
$134K
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-58.6K- 16.1% |
$11.4M - $13.9M
|
306K
$46M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-76- 23.75% |
$14.8K - $18.1K
|
244
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-3.6K- 80.0% |
$700K - $855K
|
900
$135K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.5KNew |
$2.24M - $2.73M
|
11.5K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$267K - $327K
|
1.38K
$207K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
35New |
$6.8K - $8.31K
|
35
$5.27K
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$545K - $665K
|
2.8K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.26K- 5.56% |
$439K - $536K
|
38.3K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
98New |
$19.1K - $23.3K
|
98
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153+ 13.09% |
$29.7K - $36.3K
|
1.32K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.2K- 87.58% |
$5.48M - $6.7M
|
4K
$602K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.16K- 2.01% |
$226K - $276K
|
56.7K
$8.54M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
970New |
$189K - $230K
|
970
$146K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-641- 33.75% |
$125K - $152K
|
1.26K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.8KNew |
$351K - $428K
|
1.8K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-250- 42.59% |
$48.6K - $59.4K
|
337
$50.7K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
958New |
$186K - $228K
|
958
$144K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
70+ 0.09% |
$13.6K - $16.6K
|
82.1K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
79+ 359.09% |
$15.4K - $18.8K
|
101
$15.2K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
325New |
$63.2K - $77.2K
|
325
$48.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05KNew |
$204K - $249K
|
1.05K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 2.63% |
$194 - $238
|
37
$5.57K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.24K- 22.8% |
$824K - $1.01M
|
14.4K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
269New |
$52.3K - $63.9K
|
269
$40.5K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.75KNew |
$534K - $653K
|
2.75K
$414K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-123- 1.81% |
$23.9K - $29.2K
|
6.69K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
15.4KNew |
$2.98M - $3.65M
|
15.4K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-850- 43.79% |
$165K - $202K
|
1.09K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
254New |
$49.4K - $60.3K
|
254
$38.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-329- 11.21% |
$64K - $78.1K
|
2.61K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.26% |
$58.3K - $71.3K
|
8.9K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-628- 34.2% |
$122K - $149K
|
1.21K
$182K
|
|