Latest Institutional Purchases of Wex Inc. (WEX)

WEX Quotes by TradingView

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 09, 2023 Q3 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
188
+ 13.15%
$34.1K - $38.2K
1.62K $284K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
123
New
$22.3K - $25K
123 $21.6K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
105
New
$19K - $21.3K
105 $18.4K
Oct 20, 2023 Q3 2023
Wendell David Associates Inc

BUY
 -
87
+ 7.89%
$15.8K - $17.7K
1.19K $208K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
40
New
$7.25K - $8.12K
40 $7.01K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
18
New
$3.26K - $3.65K
18 $3.16K
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
3
New
$544 - $609
3 $526
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
2
New
$363 - $406
2 $351
Q2 2023
Aug 11, 2023 Q2 2023
Harbor Spring Capital, LLC

New York, NY
BUY
 -
55.1K
New
$9.13M - $10.5M
55.1K $9.66M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
4.72K
New
$783K - $904K
4.72K $828K
Aug 14, 2023 Q2 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
4.46K
New
$740K - $854K
4.46K $782K
Jul 12, 2023 Q2 2023
Sciencast Management LP

BUY
 -
3.44K
New
$571K - $659K
3.44K $604K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
2.91K
New
$482K - $556K
2.91K $509K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
2.16K
+ 51.37%
$358K - $413K
6.36K $1.11M
May 17, 2024 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.55K
New
$257K - $297K
1.55K $272K
Oct 21, 2024 Q2 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
1.54K
New
$256K - $295K
1.54K $270K
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
280
New
$46.4K - $53.6K
280 $49.1K
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
206
+ 2.03%
$34.2K - $39.4K
10.4K $1.82M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
75
New
$12.4K - $14.4K
75 $13.1K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
35
New
$5.8K - $6.7K
35 $6.14K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
30
New
$4.98K - $5.74K
30 $5.26K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
5
New
$829 - $957
5 $877
Nov 26, 2024 Q2 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
46.9K
New
$7.54M - $9.44M
46.9K $8.22M
May 15, 2023 Q1 2023
Phase 2 Partners, LLC

San Francisco, CA
BUY
 -
39K
New
$6.26M - $7.84M
39K $6.83M
May 15, 2023 Q1 2023
Summit Partners Public Asset Management, LLC

Boston, MA
BUY
 -
21K
New
$3.38M - $4.23M
21K $3.68M
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
10.9K
New
$1.75M - $2.19M
10.9K $1.9M
May 15, 2023 Q1 2023
Bridgeway Capital Management, LLC

Houston, TX
BUY
 -
6.77K
New
$1.09M - $1.36M
6.77K $1.19M
Feb 22, 2024 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
4.69K
New
$754K - $944K
4.69K $822K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
3.96K
New
$637K - $798K
3.96K $695K
May 15, 2023 Q1 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
2.91K
+ 143.1%
$467K - $585K
4.94K $865K
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.38K
New
$221K - $277K
1.38K $241K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.28K
New
$205K - $257K
1.28K $224K
May 09, 2023 Q1 2023
Convergence Investment Partners, LLC

BUY
 -
1.23K
New
$198K - $248K
1.23K $216K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.19K
New
$192K - $240K
1.19K $209K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
1.17K
New
$188K - $235K
1.17K $205K
Apr 26, 2023 Q1 2023
Clean Yield Group

BUY
 -
500
New
$80.4K - $101K
500 $87.7K
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
440
New
$70.8K - $88.6K
440 $77.1K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
299
+ 19.03%
$48.1K - $60.2K
1.87K $328K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
250
New
$40.2K - $50.3K
250 $43.8K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
213
+ 10.79%
$34.3K - $42.9K
2.19K $383K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
200
New
$32.2K - $40.3K
200 $35.1K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 CALL
200
New
$32.2K - $40.3K
200 $35.1K
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
92
New
$14.8K - $18.5K
92 $16.1K
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
62
+ 3.93%
$9.97K - $12.5K
1.64K $288K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
15
New
$2.41K - $3.02K
15 $2.63K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
14
New
$2.25K - $2.82K
14 $2.45K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8
New
$1.29K - $1.61K
8 $1.4K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
6
+ 66.67%
$965 - $1.21K
15 $2.63K

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