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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.69K+ 25.38% |
$250K - $315K
|
8.34K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-380- 20.41% |
$56.4K - $71K
|
1.48K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
1.04K+ 8.45% |
$154K - $194K
|
13.3K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-103- 2.5% |
$15.3K - $19.2K
|
4.02K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.15K- 3.52% |
$318K - $401K
|
58.8K
$8.88M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 23.08% |
$11.1K - $14K
|
250
$37.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-231- 8.06% |
$34.3K - $43.1K
|
2.64K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-289- 8.13% |
$42.9K - $54K
|
3.27K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2+ 0.02% |
$297 - $374
|
10.8K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26K+ 4.28% |
$187K - $235K
|
30.7K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 18.52% |
$1.48K - $1.87K
|
64
$9.67K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.9KNew |
$2.06M - $2.59M
|
13.9K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
3.39KNew |
$503K - $634K
|
3.39K
$513K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-2.1K- 24.71% |
$311K - $392K
|
6.4K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-146- 8.52% |
$21.7K - $27.3K
|
1.57K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.5KNew |
$370K - $466K
|
2.5K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 40.45% |
$175K - $220K
|
4.09K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-5.58K- 67.35% |
$828K - $1.04M
|
2.71K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-6.29K- 63.09% |
$933K - $1.17M
|
3.68K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
776+ 16.37% |
$115K - $145K
|
5.52K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.77KNew |
$263K - $331K
|
1.77K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16+ 80.0% |
$2.37K - $2.99K
|
36
$5.44K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1- 0.02% |
$148 - $187
|
6.01K
$908K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 3.64% |
$593 - $747
|
106
$16K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.2K- 31.91% |
$919K - $1.16M
|
13.2K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.35KNew |
$200K - $251K
|
1.35K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-82- 84.54% |
$12.2K - $15.3K
|
15
$2.27K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.48K - $1.87K
|
10
$1.51K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.97K - $3.74K
|
20
$3.02K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-310- 4.11% |
$46K - $57.9K
|
7.23K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13+ 325.0% |
$1.93K - $2.43K
|
17
$2.57K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.55KNew |
$229K - $289K
|
1.55K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.3K+ 50.22% |
$1.53M - $1.93M
|
30.8K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.62K- 1.29% |
$241K - $303K
|
124K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.09K- 14.69% |
$458K - $577K
|
17.9K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-512- 4.29% |
$75.9K - $95.6K
|
11.4K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 10.91% |
$178K - $224K
|
9.8K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-904- 7.52% |
$134K - $169K
|
11.1K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 13.04% |
$445 - $560
|
20
$3.02K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.09K- 39.75% |
$309K - $390K
|
3.16K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
101+ 5.36% |
$15K - $18.9K
|
1.99K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
824+ 0.57% |
$122K - $154K
|
145K
$21.9M
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
389+ 5.52% |
$57.7K - $72.7K
|
7.44K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-350- 11.64% |
$51.9K - $65.4K
|
2.66K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$453
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48- 2.34% |
$7.12K - $8.97K
|
2.01K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 19.1% |
$252K - $318K
|
7.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.7K+ 88.47% |
$696K - $877K
|
10K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
133+ 2.91% |
$19.7K - $24.8K
|
4.71K
$711K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 10.67% |
$148K - $187K
|
8.38K
$1.27M
|