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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 60.24% |
$8.4K - $10.5K
|
33
$4.99K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.6K+ 20872.97% |
$6.49M - $8.1M
|
38.8K
$5.86M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 51.11% |
$3.86K - $4.82K
|
68
$10.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 2.51% |
$321K - $401K
|
74.4K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 1.13% |
$3.02K - $3.78K
|
1.61K
$244K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.05KNew |
$177K - $221K
|
1.05K
$159K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.07KNew |
$179K - $223K
|
1.07K
$161K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$240K - $300K
|
1.43K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86- 77.48% |
$14.4K - $18K
|
25
$3.78K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-435- 27.8% |
$73.1K - $91.2K
|
1.13K
$171K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-47- 4.05% |
$7.9K - $9.86K
|
1.11K
$168K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7- 4.79% |
$1.18K - $1.47K
|
139
$21K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123- 84.83% |
$20.8K - $29.8K
|
22
$3.32K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.05KNew |
$1.36M - $1.95M
|
8.05K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.5KNew |
$1.27M - $1.82M
|
7.5K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
50.6KNew |
$8.57M - $12.2M
|
50.6K
$7.64M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
1.5KNew |
$254K - $363K
|
1.5K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
721+ 18.49% |
$122K - $175K
|
4.62K
$698K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$169 - $242
|
1
$151
|
|
Aug 14, 2024
Q2 2024
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
29.8K+ 245.94% |
$5.05M - $7.23M
|
42K
$6.34M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.4KNew |
$3.97M - $5.67M
|
23.4K
$3.54M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02KClosed |
$173K - $247K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$2.92M - $4.18M
|
17.3K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.22K- 67.86% |
$545K - $779K
|
1.52K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.5KNew |
$424K - $606K
|
2.5K
$378K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.12KNew |
$359K - $513K
|
2.12K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-5.23K- 15.76% |
$886K - $1.27M
|
28K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.69KNew |
$287K - $410K
|
1.69K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.2K+ 401.32% |
$1.39M - $1.99M
|
10.2K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
15KNew |
$2.54M - $3.63M
|
15K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.99KNew |
$507K - $725K
|
2.99K
$452K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
59+ 2.57% |
$9.99K - $14.3K
|
2.36K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13+ 59.09% |
$2.2K - $3.15K
|
35
$5.29K
|
|
Aug 13, 2024
Q2 2024
|
Lts One Management LP
|
BUY
|
- |
50KNew |
$8.47M - $12.1M
|
50K
$7.56M
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.4K- 82.18% |
$745K - $1.06M
|
953
$144K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.48K+ 33.65% |
$759K - $1.09M
|
17.8K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
44+ 2.78% |
$7.45K - $10.7K
|
1.63K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-6K- 42.25% |
$1.02M - $1.45M
|
8.2K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19New |
$3.22K - $4.6K
|
19
$2.87K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-137K- 3.54% |
$23.1M - $33.1M
|
3.72M
$562M
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.74KNew |
$295K - $422K
|
1.74K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
5.81KNew |
$985K - $1.41M
|
5.81K
$878K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.8KNew |
$305K - $436K
|
1.8K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.7KNew |
$288K - $412K
|
1.7K
$257K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-196K- 94.15% |
$33.2M - $47.5M
|
12.2K
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.47KNew |
$249K - $355K
|
1.47K
$222K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.5K+ 7.55% |
$254K - $364K
|
21.4K
$3.23M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-250- 5.38% |
$42.4K - $60.6K
|
4.4K
$664K
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-14.3K- 40.76% |
$2.43M - $3.47M
|
20.8K
$3.15M
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 0.86% |
$4.07K - $5.81K
|
2.78K
$419K
|