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
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-23.6K
Closed
$4.41M - $5.42M
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-26
Closed
$4.87K - $5.98K
0 $0
May 14, 2021 Q1 2021
Hudson Bay Capital Management LP

Greenwich, CT
SELL
 -
-25K
Closed
$4.68M - $5.75M
0 $0
May 14, 2021 Q1 2021
Credit Suisse Ag

Zurich, V8
SELL
 PUT
-5.9K
- 22.78%
$1.1M - $1.36M
20K $3.01M
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-110
Closed
$20.6K - $25.3K
0 $0
May 13, 2021 Q1 2021
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
179
New
$33.5K - $41.2K
179 $26.9K
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-28
Closed
$5.24K - $6.44K
0 $0
May 11, 2021 Q1 2021
Yorktown Management & Research CO Inc

SELL
 -
-2K
Closed
$374K - $460K
0 $0
May 11, 2021 Q1 2021
Fiera Capital Corp

Montreal, A8
SELL
 -
-2.45K
Closed
$459K - $564K
0 $0
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.45K
Closed
$459K - $564K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-10
Closed
$1.87K - $2.3K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-9
Closed
$1.68K - $2.07K
0 $0
Apr 28, 2021 Q1 2021
Wilkinson Global Asset Management LLC

BUY
 -
2.45K
New
$459K - $564K
2.45K $369K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-3
Closed
$562 - $690
0 $0
Apr 14, 2021 Q1 2021
Tsfg, LLC

SELL
 -
-10
Closed
$1.87K - $2.3K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-79
Closed
$9.95K - $16.2K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-17
Closed
$2.14K - $3.48K
0 $0
Feb 19, 2021 Q4 2020
Albion Financial Group

BUY
 -
60
New
$7.56K - $12.3K
60 $9.03K
Feb 16, 2021 Q4 2020
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-4.17K
Closed
$525K - $854K
0 $0
Feb 16, 2021 Q4 2020
Brinker Capital Investments, LLC

SELL
 -
-16.6K
Closed
$2.09M - $3.4M
0 $0
Feb 16, 2021 Q4 2020
Eulav Asset Management

SELL
 -
-11.5K
Closed
$1.45M - $2.35M
0 $0
Feb 16, 2021 Q4 2020
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-1.54K
Closed
$194K - $315K
0 $0
Feb 16, 2021 Q4 2020
Kensico Capital Management Corp

Greenwich, CT
SELL
 -
-45K
Closed
$5.67M - $9.21M
0 $0
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-533
Closed
$67.2K - $109K
0 $0
Feb 16, 2021 Q4 2020
Tortoise Capital Advisors, L.L.C.

Overland Park, KS
BUY
 -
1.13K
New
$142K - $231K
1.13K $170K
Feb 16, 2021 Q4 2020
Sg3 Management, LLC

Dorado, PR
SELL
 CALL
-50K
Closed
$6.3M - $10.2M
0 $0
Feb 16, 2021 Q4 2020
Advantage Alpha Capital Partners LP

San Francisco, CA
SELL
 -
-37.3K
Closed
$4.7M - $7.64M
0 $0
Feb 16, 2021 Q4 2020
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-4.04K
Closed
$509K - $827K
0 $0
Feb 12, 2021 Q4 2020
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-4.69K
Closed
$590K - $960K
0 $0
Feb 11, 2021 Q4 2020
Archer Investment Corp

SELL
 -
-50
Closed
$6.3K - $10.2K
0 $0
Feb 10, 2021 Q4 2020
Firestone Capital Management

SELL
 -
-50
Closed
$6.3K - $10.2K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-120
Closed
$15.1K - $24.6K
0 $0
Feb 03, 2021 Q4 2020
Canton Hathaway, LLC

SELL
 -
-1.57K
Closed
$198K - $322K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-60
Closed
$7.56K - $12.3K
0 $0
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

SELL
 -
-100
Closed
$12.6K - $20.5K
0 $0
Jan 21, 2021 Q4 2020
Cutler Group LP

SELL
 PUT
-10.3K
- 94.5%
$1.3M - $2.11M
600 $90.3K
Jan 13, 2021 Q4 2020
Polianta LTD

SELL
 -
-8.2K
Closed
$1.03M - $1.68M
0 $0
Q3 2020
Feb 22, 2022 Q3 2020
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-1.4K
Closed
$193K - $238K
0 $0
Nov 16, 2020 Q3 2020
Oribel Capital Management, LP

New York, NY
BUY
 CALL
19.7K
New
$2.72M - $3.35M
19.7K $2.96M
Nov 16, 2020 Q3 2020
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
67
New
$9.24K - $11.4K
67 $10.1K
Nov 16, 2020 Q3 2020
Blue Mar Capital Management, LLC

Miami, FL
SELL
 -
-15.1K
Closed
$2.08M - $2.57M
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-29
Closed
$4K - $4.94K
0 $0
Nov 13, 2020 Q3 2020
Credit Agricole S A

SELL
 -
-76
Closed
$10.5K - $12.9K
0 $0
Nov 13, 2020 Q3 2020
Evoke Wealth, LLC

SELL
 -
-276
Closed
$38K - $47K
0 $0
Nov 13, 2020 Q3 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-136
Closed
$18.7K - $23.2K
0 $0
Nov 13, 2020 Q3 2020
Carmignac Gestion

Paris, I0
SELL
 -
-4.7K
Closed
$648K - $800K
0 $0
Nov 13, 2020 Q3 2020
Fil LTD

Hamilton, D0
SELL
 -
-220
Closed
$30.3K - $37.5K
0 $0
Nov 13, 2020 Q3 2020
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-8.91K
Closed
$1.23M - $1.52M
0 $0
Nov 12, 2020 Q3 2020
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-4.55K
Closed
$626K - $774K
0 $0

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