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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-221- 4.24% |
$36.7K - $42.3K
|
4.99K
$751K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-27.5K- 77.03% |
$4.56M - $5.26M
|
8.2K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$12.4K - $14.4K
|
75
$11.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.72KNew |
$783K - $904K
|
4.72K
$711K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.72KNew |
$783K - $904K
|
4.72K
$711K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
3.44KNew |
$571K - $659K
|
3.44K
$518K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$829 - $957
|
5
$753
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$166 - $191
|
14
$2.11K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
370+ 217.65% |
$59.5K - $74.5K
|
540
$81.3K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.38KNew |
$221K - $277K
|
1.38K
$207K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$754K - $944K
|
4.69K
$706K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 27.27% |
$965 - $1.21K
|
16
$2.41K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$804 - $1.01K
|
5
$753
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$1.75M - $2.19M
|
10.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-18.2K- 44.98% |
$2.93M - $3.67M
|
22.3K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
213+ 10.79% |
$34.3K - $42.9K
|
2.19K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
21KNew |
$3.38M - $4.23M
|
21K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.77KNew |
$1.09M - $1.36M
|
6.77K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$637K - $798K
|
3.96K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.06K- 73.95% |
$331K - $415K
|
726
$109K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$205K - $257K
|
1.28K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.91K+ 143.1% |
$467K - $585K
|
4.94K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-31K- 16.42% |
$4.98M - $6.24M
|
158K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
39KNew |
$6.26M - $7.84M
|
39K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
440New |
$70.8K - $88.6K
|
440
$66.2K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
299+ 19.03% |
$48.1K - $60.2K
|
1.87K
$281K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
62+ 3.93% |
$9.97K - $12.5K
|
1.64K
$247K
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-20.2K- 92.85% |
$3.24M - $4.06M
|
1.55K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.23KNew |
$198K - $248K
|
1.23K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.19KNew |
$192K - $240K
|
1.19K
$180K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-507- 31.2% |
$81.5K - $102K
|
1.12K
$168K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$14.8K - $18.5K
|
92
$13.8K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 16.8% |
$214K - $268K
|
6.6K
$993K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$32.2K - $40.3K
|
200
$30.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-22- 6.67% |
$3.54K - $4.43K
|
308
$46.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$161 - $201
|
2
$301
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.25K - $2.82K
|
14
$2.11K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 66.67% |
$965 - $1.21K
|
15
$2.26K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-23- 18.7% |
$3.7K - $4.63K
|
100
$15.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$1.29K - $1.61K
|
8
$1.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$2.41K - $3.02K
|
15
$2.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
500New |
$80.4K - $101K
|
500
$75.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$804 - $1.01K
|
5
$753
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17KNew |
$188K - $235K
|
1.17K
$176K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 95.06% |
$40.2K - $50.3K
|
13
$1.96K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-9.72K- 18.56% |
$1.56M - $1.96M
|
42.7K
$6.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$40.2K - $50.3K
|
250
$37.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$32.2K - $40.3K
|
200
$30.1K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.56K+ 115.99% |
$210K - $267K
|
2.91K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 11.76% |
$269 - $343
|
19
$2.86K
|
|