Latest Institutional Transactions on Wex Inc. (WEX)

WEX Quotes by TradingView

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
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
2
+ 0.05%
$269 - $343
4.01K $603K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
30
New
$4.04K - $5.14K
30 $4.52K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
428K
New
$57.6M - $73.4M
428K $64.5M
Feb 14, 2023 Q4 2022
Anomaly Capital Management, LP

New York, NY
SELL
 -
-333K
- 57.39%
$44.9M - $57.1M
248K $37.3M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
451
New
$60.7K - $77.3K
451 $67.9K
Feb 13, 2023 Q4 2022
Paradigm Asset Management CO LLC

SELL
 -
-6.9K
- 93.5%
$928K - $1.18M
480 $72.2K
Feb 13, 2023 Q4 2022
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
1.38K
New
$186K - $237K
1.38K $208K
Feb 10, 2023 Q4 2022
Cna Financial Corp

Chicago, IL
SELL
 -
-1.57K
- 43.25%
$212K - $270K
2.07K $311K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-379
- 87.13%
$51K - $64.9K
56 $8.43K
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
7
New
$942 - $1.2K
7 $1.05K
Jan 12, 2023 Q4 2022
Center Star Asset Management, LLC

BUY
 -
1.21K
New
$163K - $207K
1.21K $182K
Jan 12, 2023 Q4 2022
Center Star Asset Management, LLC

BUY
 PUT
1.2K
New
$161K - $206K
1.2K $181K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
18
New
$2.42K - $3.08K
18 $2.71K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
16
New
$2.15K - $2.74K
16 $2.41K
Jan 10, 2023 Q4 2022
Norway Savings Bank

BUY
 -
13
New
$1.75K - $2.23K
13 $1.96K
Q3 2022
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-349
- 93.57%
$44.2K - $59.6K
24 $3.61K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-64
- 27.59%
$8.11K - $10.9K
168 $25.3K
Nov 14, 2022 Q3 2022
Altshuler Shaham LTD

BUY
 -
11
+ 6.47%
$1.39K - $1.88K
181 $27.2K
Nov 14, 2022 Q3 2022
Lord, Abbett & Co. LLC

Jersey City, NJ
SELL
 -
-104K
- 51.82%
$13.2M - $17.8M
97.1K $14.6M
Nov 14, 2022 Q3 2022
Quantamental Technologies LLC

White Plains, NY
BUY
 -
1.58K
New
$200K - $270K
1.58K $238K
Nov 14, 2022 Q3 2022
Hill City Capital, LP

Boston, MA
BUY
 -
3K
+ 3.66%
$380K - $512K
85K $12.8M
Nov 14, 2022 Q3 2022
Ergoteles LLC

New York, NY
BUY
 -
2.31K
New
$293K - $395K
2.31K $348K
Nov 14, 2022 Q3 2022
Hawk Ridge Capital Management LP

Los Angeles, CA
BUY
 -
41.3K
New
$5.23M - $7.05M
41.3K $6.22M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
23
+ 53.49%
$2.91K - $3.92K
66 $9.93K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-24
- 0.25%
$3.04K - $4.1K
9.67K $1.46M
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
SELL
 -
-1.5K
- 0.09%
$190K - $256K
1.64M $248M
Nov 14, 2022 Q3 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-907
- 15.65%
$115K - $155K
4.89K $736K
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
2.06K
+ 104.79%
$260K - $351K
4.02K $604K
Nov 14, 2022 Q3 2022
Fred Alger Management, LLC

New York, NY
BUY
 -
266
New
$33.7K - $45.4K
266 $40K
Nov 10, 2022 Q3 2022
Connor, Clark & Lunn Investment Management Ltd.

SELL
 -
-2.44K
- 28.1%
$309K - $417K
6.25K $940K
Nov 10, 2022 Q3 2022
Agf Investments LLC

Boston, MA
BUY
 -
4.45K
+ 72.11%
$564K - $760K
10.6K $1.6M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
51
New
$6.46K - $8.7K
51 $7.68K
Nov 07, 2022 Q3 2022
Virtu Financial LLC

New York, NY
BUY
 -
2.37K
New
$300K - $404K
2.37K $356K
Nov 02, 2022 Q3 2022
Counterpoint Mutual Funds LLC

BUY
 -
864
New
$109K - $147K
864 $130K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

SELL
 -
-175
- 1.77%
$22.2K - $29.9K
9.7K $1.46M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
340
New
$43.1K - $58K
340 $51.2K
Oct 26, 2022 Q3 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
2.07K
New
$263K - $354K
2.07K $312K
Oct 25, 2022 Q3 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-9.6K
Closed
$1.22M - $1.64M
0 $0
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
5
New
$633 - $853
5 $753
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
2.62K
New
$332K - $448K
2.62K $395K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

BUY
 -
8.99K
New
$1.14M - $1.53M
8.99K $1.35M
Q2 2022
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-5
Closed
$748 - $886
0 $0
Nov 03, 2022 Q2 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.1K
New
$315K - $373K
2.1K $317K
Oct 25, 2022 Q2 2022
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
4.35K
New
$651K - $772K
4.35K $655K
Aug 15, 2022 Q2 2022
Bayberry Capital Partners LP

New York, NY
SELL
 -
-95K
Closed
$14.2M - $16.8M
0 $0
Aug 15, 2022 Q2 2022
Hood River Capital Management LLC

Palm Beach Gardens, FL
BUY
 -
20.9K
+ 23.28%
$3.12M - $3.7M
111K $16.6M
Aug 15, 2022 Q2 2022
Intrinsic Edge Capital Management LLC

Chicago, IL
BUY
 -
10.2K
+ 16.77%
$1.53M - $1.81M
71K $10.7M
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
BUY
 CALL
1.3K
New
$194K - $230K
1.3K $196K
Aug 15, 2022 Q2 2022
Concentric Capital Strategies, LP

Stamford, CT
SELL
 -
-10.8K
Closed
$1.62M - $1.91M
0 $0

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