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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.42KClosed |
$196K - $242K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49Closed |
$6.75K - $8.34K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-18Closed |
$2.48K - $3.06K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7Closed |
$965 - $1.19K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.62KClosed |
$224K - $276K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-545Closed |
$75.1K - $92.8K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.85KClosed |
$255K - $315K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.6KClosed |
$496K - $613K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7- 0.28% |
$965 - $1.19K
|
2.53K
$380K
|
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-10Closed |
$1.38K - $1.7K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-33KClosed |
$4.55M - $5.62M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.15KClosed |
$296K - $366K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.5KClosed |
$483K - $597K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 82.0% |
$3.82K - $7.4K
|
91
$13.7K
|
|
|
Aug 14, 2020
Q2 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$252K - $487K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-60.1K- 71.92% |
$5.6M - $10.8M
|
23.4K
$3.53M
|
|
|
Aug 14, 2020
Q2 2020
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-150KClosed |
$14M - $27.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17Closed |
$1.58K - $3.07K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-508KClosed |
$47.3M - $91.7M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-8.31KClosed |
$775K - $1.5M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-294KClosed |
$27.4M - $53.1M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-19Closed |
$1.77K - $3.43K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-8KClosed |
$746K - $1.44M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-265Closed |
$24.7K - $47.8K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-107KClosed |
$9.96M - $19.3M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37Closed |
$3.45K - $6.68K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-25.4KClosed |
$2.37M - $4.59M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-230Closed |
$21.4K - $41.5K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Key F Inancial Inc
|
SELL
|
- |
-77Closed |
$7.17K - $13.9K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
SELL
|
- |
-17KClosed |
$1.58M - $3.07M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.66K - $9.02K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45Closed |
$4.19K - $8.12K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.1KClosed |
$289K - $560K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Candriam S.C.A.
|
SELL
|
- |
-9.03KClosed |
$841K - $1.63M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-90KClosed |
$8.39M - $16.2M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.12KClosed |
$757K - $1.47M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 06, 2024
Q1 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$583 - $1.65K
|
7
$1.05K
|
|
|
Jun 09, 2020
Q1 2020
|
Braun Stacey Associates Inc
|
SELL
|
- |
-10.3KClosed |
$858K - $2.42M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.64KClosed |
$719K - $2.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-194KClosed |
$16.1M - $45.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$416K - $1.18M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.7KClosed |
$142K - $400K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-82.8KClosed |
$6.89M - $19.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.09KNew |
$257K - $726K
|
3.09K
$465K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
508KNew |
$42.3M - $120M
|
508K
$76.5M
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-161Closed |
$13.4K - $37.9K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-1.3KClosed |
$108K - $305K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7Closed |
$583 - $1.65K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-76- 26.21% |
$6.33K - $17.9K
|
214
$32.2K
|
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-17.8KClosed |
$1.48M - $4.19M
|
0
$0
|
|