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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
227+ 9.96% |
$33.7K - $42.4K
|
2.51K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
212+ 5.45% |
$31.4K - $39.6K
|
4.1K
$620K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
194+ 12.01% |
$28.8K - $36.2K
|
1.81K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
157+ 1.09% |
$23.3K - $29.3K
|
14.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
151+ 12.89% |
$22.4K - $28.2K
|
1.32K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
149New |
$22.1K - $27.8K
|
149
$22.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
142+ 50.71% |
$21.1K - $26.5K
|
422
$63.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
133+ 2.91% |
$19.7K - $24.8K
|
4.71K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
130+ 76.47% |
$19.3K - $24.3K
|
300
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119+ 457.69% |
$17.6K - $22.2K
|
145
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
103+ 3.97% |
$15.3K - $19.2K
|
2.7K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
101+ 5.36% |
$15K - $18.9K
|
1.99K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94New |
$13.9K - $17.6K
|
94
$14.2K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
87+ 3.48% |
$12.9K - $16.2K
|
2.59K
$391K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71+ 4.41% |
$10.5K - $13.3K
|
1.68K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
65+ 1.08% |
$9.64K - $12.1K
|
6.07K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
51+ 3.39% |
$7.56K - $9.53K
|
1.56K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
48+ 9.6% |
$7.12K - $8.97K
|
548
$82.8K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
45+ 0.99% |
$6.67K - $8.41K
|
4.58K
$692K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44+ 2.77% |
$6.52K - $8.22K
|
1.63K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43+ 2.18% |
$6.38K - $8.03K
|
2.02K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 19.78% |
$5.34K - $6.72K
|
218
$32.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 96.77% |
$4.45K - $5.6K
|
61
$9.22K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
28+ 2.18% |
$4.15K - $5.23K
|
1.31K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 54.0% |
$4K - $5.04K
|
77
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.97K - $3.74K
|
20
$3.02K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16+ 80.0% |
$2.37K - $2.99K
|
36
$5.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16New |
$2.37K - $2.99K
|
16
$2.42K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$2.22K - $2.8K
|
15
$2.27K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 83.33% |
$2.22K - $2.8K
|
33
$4.99K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.08K - $2.61K
|
14
$2.12K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13+ 325.0% |
$1.93K - $2.43K
|
17
$2.57K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 18.52% |
$1.48K - $1.87K
|
64
$9.67K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.48K - $1.87K
|
10
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9New |
$1.33K - $1.68K
|
9
$1.36K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$1.33K - $1.68K
|
9
$1.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$890 - $1.12K
|
6
$907
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 25.0% |
$741 - $934
|
25
$3.78K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
5+ 6.85% |
$741 - $934
|
78
$11.8K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$453
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$453
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$297 - $374
|
2
$302
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2+ 0.02% |
$297 - $374
|
10.8K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$297 - $374
|
2
$302
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$148 - $187
|
1
$151
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$148 - $187
|
1
$151
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$148 - $187
|
3
$453
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
164KNew |
$27.4M - $35.5M
|
164K
$24.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.5KNew |
$7.46M - $9.65M
|
44.5K
$6.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.3KNew |
$5.91M - $7.65M
|
35.3K
$5.33M
|
|