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 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.54KClosed |
$211K - $596K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.16KClosed |
$96.7K - $273K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Financial Counselors Inc
|
SELL
|
- |
-1.23KClosed |
$102K - $288K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Congress Asset Management CO
|
SELL
|
- |
-402KClosed |
$33.5M - $94.6M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.67KClosed |
$222K - $627K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.42KClosed |
$118K - $333K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.46KClosed |
$276K - $306K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-16Closed |
$3.03K - $3.35K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-12.8KClosed |
$2.42M - $2.68M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.75KClosed |
$331K - $366K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$232K - $257K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.79KClosed |
$528K - $584K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-4.18KClosed |
$790K - $875K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.28KClosed |
$242K - $268K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-21Closed |
$3.97K - $4.64K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6Closed |
$1.13K - $1.33K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-64KClosed |
$12.1M - $14.1M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
1.75KNew |
$330K - $387K
|
1.75K
$264K
|
|
|
Nov 13, 2019
Q3 2019
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-4.21KClosed |
$794K - $930K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-1.19KClosed |
$224K - $262K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-2.82KClosed |
$532K - $622K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.93KClosed |
$1.69M - $1.97M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-200Closed |
$37.8K - $44.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-13Closed |
$2.46K - $2.87K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-16.9KClosed |
$3.13M - $3.54M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-48.1KClosed |
$8.94M - $10.1M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-2.93KClosed |
$545K - $617K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
40.3KNew |
$7.5M - $8.48M
|
40.3K
$6.09M
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-753Closed |
$140K - $158K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14Closed |
$2.6K - $2.94K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4Closed |
$744 - $841
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.86KClosed |
$346K - $391K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5Closed |
$930 - $1.05K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-16.1KClosed |
$2.99M - $3.38M
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.25KClosed |
$418K - $473K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7Closed |
$1.3K - $1.47K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-18Closed |
$3.35K - $3.79K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-13Closed |
$1.75K - $2.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74KClosed |
$638K - $910K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-42.9KClosed |
$5.77M - $8.23M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.7KClosed |
$498K - $710K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.11KClosed |
$283K - $404K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.14KClosed |
$826K - $1.18M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.59KClosed |
$618K - $882K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-35.7K- 27.46% |
$4.8M - $6.85M
|
94.3K
$14.2M
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-27Closed |
$3.63K - $5.18K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-13Closed |
$1.75K - $2.5K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Hanseatic Management Services Inc
|
SELL
|
- |
-119Closed |
$16K - $22.8K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-4.86KClosed |
$654K - $933K
|
0
$0
|
|