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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.32K- 14.97% |
$195K - $246K
|
7.47K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
723+ 54.36% |
$107K - $135K
|
2.05K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 0.37% |
$1.63K - $2.05K
|
2.93K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-398- 2.84% |
$59K - $74.3K
|
13.6K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-68.6K- 99.36% |
$10.2M - $12.8M
|
440
$66.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.97K+ 94.98% |
$737K - $928K
|
10.2K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-84- 2.55% |
$12.5K - $15.7K
|
3.21K
$485K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-340- 14.53% |
$50.4K - $63.5K
|
2K
$302K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-81- 1.53% |
$12K - $15.1K
|
5.2K
$786K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$148 - $187
|
3
$453
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
12.8KNew |
$2.14M - $2.77M
|
12.8K
$1.93M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.29K+ 44.83% |
$1.05M - $1.36M
|
20.3K
$3.07M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
552+ 125.45% |
$92.4K - $120K
|
992
$150K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.56K+ 4.84% |
$931K - $1.2M
|
121K
$18.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
144New |
$24.1K - $31.2K
|
144
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-133- 1.22% |
$22.3K - $28.8K
|
10.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-193- 1.27% |
$32.3K - $41.8K
|
15K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 2.51% |
$530K - $686K
|
123K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11- 0.66% |
$1.84K - $2.38K
|
1.64K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.21K- 84.18% |
$1.04M - $1.35M
|
1.17K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
174+ 17.51% |
$29.1K - $37.7K
|
1.17K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
68+ 485.71% |
$11.4K - $14.7K
|
82
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-236K- 46.04% |
$39.5M - $51.1M
|
277K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.2K- 48.57% |
$202K - $261K
|
1.28K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-940- 41.36% |
$157K - $204K
|
1.33K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-40.2K- 16.51% |
$6.73M - $8.71M
|
203K
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.27KNew |
$381K - $493K
|
2.27K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.39KNew |
$568K - $735K
|
3.39K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Freshford Capital Management, LLC
Rye Brook, NY |
SELL
|
- |
-120K- 62.72% |
$20.1M - $26.1M
|
71.5K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
1.79KNew |
$299K - $387K
|
1.79K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.4KNew |
$2.08M - $2.7M
|
12.4K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-500- 7.46% |
$83.7K - $108K
|
6.2K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
11.7KNew |
$1.96M - $2.53M
|
11.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-1K- 17.54% |
$167K - $217K
|
4.7K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
7.23KNew |
$1.21M - $1.57M
|
7.23K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
8.28K+ 10.16% |
$1.39M - $1.79M
|
89.8K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
8+ 0.7% |
$1.34K - $1.73K
|
1.15K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-183- 3.62% |
$30.6K - $39.7K
|
4.87K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
662+ 54.22% |
$111K - $143K
|
1.88K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
800New |
$134K - $173K
|
800
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
6.34KNew |
$1.06M - $1.37M
|
6.34K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-474- 2.74% |
$79.4K - $103K
|
16.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$167 - $217
|
1
$151
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$738K - $955K
|
4.41K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13New |
$2.18K - $2.82K
|
13
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
9.11KNew |
$1.52M - $1.97M
|
9.11K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.3K- 53.35% |
$2.56M - $3.31M
|
13.4K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
19.7KNew |
$3.29M - $4.26M
|
19.7K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-355- 1.05% |
$59.4K - $76.9K
|
33.3K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$1K - $1.3K
|
6
$907
|
|