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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
18.9KNew |
$3.17M - $4.1M
|
18.9K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.46KNew |
$244K - $315K
|
1.46K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.02KNew |
$338K - $437K
|
2.02K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.66K+ 21.58% |
$446K - $577K
|
15K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$50.2K - $65K
|
300
$45.3K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-110- 0.31% |
$18.4K - $23.8K
|
35K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.45KNew |
$243K - $315K
|
1.45K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 12.82% |
$837 - $1.08K
|
44
$6.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-764- 29.38% |
$128K - $166K
|
1.84K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-390- 16.8% |
$65.3K - $84.5K
|
1.93K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-291- 3.01% |
$48.7K - $63.1K
|
9.36K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$837 - $1.08K
|
5
$756
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 15.58% |
$2.01K - $2.6K
|
65
$9.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.32K- 12.43% |
$724K - $936K
|
30.4K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-190- 58.1% |
$31.8K - $41.2K
|
137
$20.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150+ 2.49% |
$25.1K - $32.5K
|
6.17K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
164KNew |
$27.4M - $35.5M
|
164K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$167 - $217
|
1
$151
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-82- 49.1% |
$13.7K - $17.8K
|
85
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.5KNew |
$7.46M - $9.65M
|
44.5K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-650- 29.76% |
$109K - $141K
|
1.53K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 33.33% |
$837 - $1.08K
|
10
$1.51K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
75New |
$12.6K - $16.3K
|
75
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.67K+ 56.03% |
$447K - $578K
|
7.43K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
585+ 390.0% |
$98K - $127K
|
735
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
862+ 1.82% |
$144K - $187K
|
48.3K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76- 36.89% |
$12.7K - $16.5K
|
130
$19.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 333.33% |
$3.35K - $4.33K
|
26
$3.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 8.7% |
$670 - $867
|
42
$6.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-64- 13.65% |
$10.7K - $13.9K
|
405
$61.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$335 - $433
|
2
$302
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40.5K- 99.15% |
$6.79M - $8.78M
|
348
$52.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.1K- 1.85% |
$351K - $454K
|
111K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$1K - $1.3K
|
6
$907
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
598+ 33.69% |
$100K - $130K
|
2.37K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
70+ 0.63% |
$11.7K - $15.2K
|
11.2K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.25KNew |
$209K - $271K
|
1.25K
$189K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.3KNew |
$5.91M - $7.65M
|
35.3K
$5.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
840+ 38.16% |
$141K - $182K
|
3.04K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 30.0% |
$502 - $650
|
7
$1.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 4.24% |
$837 - $1.08K
|
113
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$191K - $248K
|
1.14K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.69KNew |
$283K - $366K
|
1.69K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-535- 3.3% |
$89.6K - $116K
|
15.7K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.66KNew |
$1.12M - $1.44M
|
6.66K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-15.3K- 92.35% |
$2.56M - $3.31M
|
1.26K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 98.72% |
$12.9K - $16.7K
|
1
$151
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-130- 46.43% |
$21.8K - $28.2K
|
150
$22.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-23- 4.5% |
$3.85K - $4.98K
|
488
$73.7K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-234- 7.39% |
$39.2K - $50.7K
|
2.93K
$443K
|