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 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-273- 5.61% |
$40.5K - $51K
|
4.59K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$297 - $374
|
2
$302
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25.3K- 40.88% |
$3.75M - $4.72M
|
36.6K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
227+ 9.96% |
$33.7K - $42.4K
|
2.51K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
497+ 18.21% |
$73.7K - $92.8K
|
3.23K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
BUY
|
- |
12KNew |
$1.78M - $2.24M
|
12K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
578+ 0.99% |
$85.7K - $108K
|
59.1K
$8.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-419- 0.7% |
$62.1K - $78.3K
|
59.8K
$9.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-770- 31.51% |
$114K - $144K
|
1.67K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.7K+ 726.35% |
$1.88M - $2.36M
|
14.4K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-190- 0.53% |
$28.2K - $35.5K
|
35.5K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16New |
$2.37K - $2.99K
|
16
$2.42K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 19.78% |
$5.34K - $6.72K
|
218
$32.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.82K- 32.44% |
$418K - $526K
|
5.87K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.05K- 12.98% |
$156K - $197K
|
7.07K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.6K- 11.59% |
$1.57M - $1.98M
|
80.7K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-530- 27.55% |
$78.6K - $99K
|
1.39K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.89K+ 54.32% |
$428K - $539K
|
8.21K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-38- 2.08% |
$5.64K - $7.1K
|
1.79K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-869- 1.75% |
$129K - $162K
|
48.8K
$7.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.37K- 12.52% |
$352K - $443K
|
16.6K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
5+ 6.85% |
$741 - $934
|
78
$11.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 99.02% |
$209K - $263K
|
14
$2.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-89.6K- 10.15% |
$13.3M - $16.7M
|
794K
$120M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$2.22K - $2.8K
|
15
$2.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
13.6KNew |
$2.01M - $2.53M
|
13.6K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23- 88.46% |
$3.41K - $4.3K
|
3
$453
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-771- 7.44% |
$114K - $144K
|
9.59K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.45KNew |
$1.25M - $1.58M
|
8.45K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-18- 25.35% |
$2.67K - $3.36K
|
53
$8.01K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-646K- 99.55% |
$95.7M - $121M
|
2.93K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.68KNew |
$249K - $314K
|
1.68K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 48.28% |
$2.08K - $2.61K
|
15
$2.27K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.13K- 21.65% |
$168K - $211K
|
4.09K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.48K+ 10.74% |
$219K - $276K
|
15.3K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
45+ 0.99% |
$6.67K - $8.41K
|
4.58K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.97K+ 145.06% |
$1.18M - $1.49M
|
13.5K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
995+ 69.82% |
$148K - $186K
|
2.42K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$890 - $1.12K
|
6
$907
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.65K- 7.51% |
$838K - $1.06M
|
69.6K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$148 - $187
|
1
$151
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 13.64% |
$2.22K - $2.8K
|
95
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
149New |
$22.1K - $27.8K
|
149
$22.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-446- 11.0% |
$66.1K - $83.3K
|
3.61K
$545K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 83.33% |
$2.22K - $2.8K
|
33
$4.99K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$453
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 71.43% |
$741 - $934
|
2
$302
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.78KNew |
$263K - $332K
|
1.78K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-70K- 87.13% |
$10.4M - $13.1M
|
10.3K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$148 - $187
|
7
$1.06K
|