Latest Institutional Purchases of Wex Inc. (WEX)
This list provides information on the latest institutional transactions involving Wex Inc. (WEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
104+ 2.41% |
$17.5K - $21.8K
|
4.43K
$814K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101+ 206.12% |
$17K - $21.2K
|
150
$27.6K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 59.15% |
$16.3K - $20.3K
|
261
$48K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
89+ 47.34% |
$15K - $18.7K
|
277
$50.9K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 1.68% |
$10.1K - $12.6K
|
3.62K
$666K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58+ 38.93% |
$9.74K - $12.2K
|
207
$38K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
53New |
$8.9K - $11.1K
|
53
$9.74K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 11.11% |
$8.4K - $10.5K
|
500
$91.9K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
44+ 3.75% |
$7.39K - $9.23K
|
1.22K
$224K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41+ 35.04% |
$6.89K - $8.6K
|
158
$29K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 1.6% |
$6.38K - $7.97K
|
2.42K
$445K
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
35+ 1.28% |
$5.88K - $7.34K
|
2.77K
$509K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$4.87K - $6.08K
|
29
$5.33K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 16.67% |
$4.7K - $5.87K
|
196
$36K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
27+ 36.99% |
$4.54K - $5.66K
|
100
$18.4K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25+ 2.11% |
$4.2K - $5.24K
|
1.21K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
24New |
$4.03K - $5.03K
|
24
$4.41K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 51.11% |
$3.86K - $4.82K
|
68
$12.5K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22New |
$3.7K - $4.61K
|
22
$4.04K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$3.19K - $3.99K
|
19
$3.49K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
18New |
$3.02K - $3.78K
|
18
$3.31K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 1.13% |
$3.02K - $3.78K
|
1.61K
$296K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$2.69K - $3.36K
|
16
$2.94K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.98% |
$2.69K - $3.36K
|
1.66K
$304K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$2.52K - $3.15K
|
15
$2.76K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.95% |
$2.35K - $2.94K
|
1.49K
$274K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14New |
$2.35K - $2.94K
|
14
$2.57K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 11.21% |
$2.02K - $2.52K
|
119
$21.9K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 37.04% |
$1.68K - $2.1K
|
37
$6.8K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9New |
$1.51K - $1.89K
|
9
$1.65K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 33.33% |
$1.18K - $1.47K
|
28
$5.15K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
6+ 0.53% |
$1.01K - $1.26K
|
1.14K
$209K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
6New |
$1.01K - $1.26K
|
6
$1.1K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5New |
$840 - $1.05K
|
5
$919
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 4.85% |
$840 - $1.05K
|
108
$19.8K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$504 - $629
|
3
$551
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 2.5% |
$336 - $420
|
82
$15.1K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 8.0% |
$336 - $420
|
27
$4.96K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$336 - $420
|
2
$368
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$336 - $420
|
2
$368
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$168 - $210
|
1
$184
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
50.6KNew |
$8.57M - $12.2M
|
50.6K
$9.29M
|
|
Aug 13, 2024
Q2 2024
|
Lts One Management LP
|
BUY
|
- |
50KNew |
$8.47M - $12.1M
|
50K
$9.19M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
44K+ 1041.27% |
$7.45M - $10.7M
|
48.2K
$8.86M
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40.3KNew |
$6.83M - $9.76M
|
40.3K
$7.41M
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.3KNew |
$5.98M - $8.55M
|
35.3K
$6.49M
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
34.8KNew |
$5.9M - $8.44M
|
34.8K
$6.4M
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
31.3KNew |
$5.31M - $7.59M
|
31.3K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
29.8K+ 245.94% |
$5.05M - $7.23M
|
42K
$7.71M
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
29.2KNew |
$4.94M - $7.07M
|
29.2K
$5.36M
|