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 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.05KNew |
$686K - $981K
|
4.05K
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
45New |
$7.62K - $10.9K
|
45
$6.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-66- 0.29% |
$11.2K - $16K
|
22.5K
$3.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.37KNew |
$232K - $332K
|
1.37K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 50.0% |
$1.69K - $2.42K
|
30
$4.53K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$5.59K - $7.99K
|
33
$4.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
275+ 4.39% |
$46.6K - $66.6K
|
6.54K
$989K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.93KNew |
$497K - $710K
|
2.93K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
812+ 80.96% |
$138K - $197K
|
1.82K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.81K- 58.17% |
$476K - $681K
|
2.02K
$305K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42+ 26.25% |
$7.11K - $10.2K
|
202
$30.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$169 - $242
|
6
$907
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$2.03K - $2.91K
|
12
$1.81K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 8.84% |
$2.71K - $3.88K
|
197
$29.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 77.78% |
$1.19K - $1.7K
|
2
$302
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.22K+ 78.41% |
$545K - $779K
|
7.32K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 87.5% |
$1.19K - $1.7K
|
1
$151
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 5.66% |
$186K - $266K
|
18.3K
$2.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.02K - $1.45K
|
6
$907
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9New |
$1.52K - $2.18K
|
9
$1.36K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$339 - $484
|
2
$302
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11New |
$1.86K - $2.66K
|
11
$1.66K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
447KNew |
$86.9M - $106M
|
447K
$67.5M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 28.35% |
$66.7K - $81.5K
|
867
$131K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.48K- 66.67% |
$288K - $352K
|
742
$112K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$389 - $475
|
9
$1.36K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.56K - $1.9K
|
8
$1.21K
|
|
|
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
$632K
|
|
|
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
$960K
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
6.57K+ 36.18% |
$1.28M - $1.56M
|
24.7K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-49- 6.61% |
$9.53K - $11.6K
|
692
$105K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.95KNew |
$573K - $701K
|
2.95K
$446K
|
|
|
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
$46.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-76- 23.75% |
$14.8K - $18.1K
|
244
$36.9K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-3.6K- 80.0% |
$700K - $855K
|
900
$136K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.5KNew |
$2.24M - $2.73M
|
11.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$267K - $327K
|
1.38K
$208K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
35New |
$6.8K - $8.31K
|
35
$5.29K
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$545K - $665K
|
2.8K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.26K- 5.56% |
$439K - $536K
|
38.3K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
98New |
$19.1K - $23.3K
|
98
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153+ 13.09% |
$29.7K - $36.3K
|
1.32K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.2K- 87.58% |
$5.48M - $6.7M
|
4K
$604K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.16K- 2.01% |
$226K - $276K
|
56.7K
$8.57M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
970New |
$189K - $230K
|
970
$147K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-641- 33.75% |
$125K - $152K
|
1.26K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.8KNew |
$351K - $428K
|
1.8K
$272K
|
|