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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35KNew |
$263K - $322K
|
1.35K
$204K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
970New |
$189K - $230K
|
970
$146K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$3.89K - $4.75K
|
20
$3.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.18KNew |
$229K - $279K
|
1.18K
$177K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25New |
$4.86K - $5.94K
|
25
$3.76K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
864New |
$168K - $205K
|
864
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17New |
$3.3K - $4.04K
|
17
$2.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-42- 65.63% |
$8.16K - $9.98K
|
22
$3.31K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
121New |
$23.5K - $28.7K
|
121
$18.2K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-25- 0.88% |
$4.08K - $4.91K
|
2.82K
$424K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-164- 9.11% |
$26.8K - $32.2K
|
1.64K
$246K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 45.45% |
$3.27K - $3.93K
|
24
$3.61K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117New |
$19.1K - $23K
|
117
$17.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-10- 0.79% |
$1.63K - $1.96K
|
1.25K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
BUY
|
- |
7.81K+ 25.46% |
$1.28M - $1.53M
|
38.5K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.43K- 70.37% |
$233K - $280K
|
600
$90.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.22KNew |
$200K - $240K
|
1.22K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-71- 4.72% |
$11.6K - $14K
|
1.43K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.78K+ 19.2% |
$454K - $546K
|
17.2K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$485K - $583K
|
2.97K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Arex Capital Management, LP
New York, NY |
SELL
|
- |
-6.25K- 25.0% |
$1.02M - $1.23M
|
18.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.75K- 71.61% |
$449K - $541K
|
1.09K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$817 - $982
|
5
$753
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-213- 2.95% |
$34.8K - $41.9K
|
7.02K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-26.2K- 86.15% |
$4.28M - $5.15M
|
4.21K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-13.5K- 74.85% |
$2.21M - $2.66M
|
4.55K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.18KNew |
$519K - $624K
|
3.18K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
71.2K+ 102.95% |
$11.6M - $14M
|
140K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$293K - $353K
|
1.8K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$1.31K - $1.57K
|
8
$1.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
43New |
$7.02K - $8.45K
|
43
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 20.0% |
$2.12K - $2.55K
|
52
$7.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$653 - $786
|
4
$602
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24New |
$3.92K - $4.72K
|
24
$3.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
72+ 4.33% |
$11.8K - $14.1K
|
1.73K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.06K- 60.26% |
$500K - $602K
|
2.02K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08KNew |
$176K - $211K
|
1.08K
$162K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-297- 16.37% |
$48.5K - $58.4K
|
1.52K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.8KNew |
$458K - $551K
|
2.8K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-18- 0.96% |
$2.94K - $3.54K
|
1.86K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
206+ 15.57% |
$33.6K - $40.5K
|
1.53K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
52.2K+ 387.25% |
$8.52M - $10.2M
|
65.6K
$9.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10KNew |
$1.64M - $1.97M
|
10K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7New |
$1.14K - $1.38K
|
7
$1.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-207- 0.61% |
$33.8K - $40.7K
|
34K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.26% |
$163 - $196
|
18
$2.71K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$490 - $589
|
3
$452
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
641+ 38.85% |
$105K - $126K
|
2.29K
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 95.58% |
$343K - $413K
|
97
$14.6K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250Closed |
$45.3K - $50.7K
|
0
$0
|
|