Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 463 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$433,373
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
2,384
shares
|
$426,926
0.01% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,355
shares
|
$421,733
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
2,340
shares
|
$419,047
0.24% of portfolio
|
Q2 2024
Added 34.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,321
shares
|
$415,644
0.0% of portfolio
|
Q3 2024
Added 74.12%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,273
shares
|
$407,048
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,248
shares
|
$402,571
0.0% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
2,218
shares
|
$397,199
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
2,201
shares
|
$394,155
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
2,193
shares
|
$392,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
2,184
shares
|
$391,110
0.07% of portfolio
|
Q3 2024
Reduced 59.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,171
shares
|
$388,782
0.01% of portfolio
|
Q3 2024
Added 67.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
2,126
shares
|
$380,724
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
2,105
shares
|
$376,963
0.13% of portfolio
|
Q3 2024
Reduced 54.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,041
shares
|
$365,502
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,933
shares
|
$346,161
0.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,925
shares
|
$344,729
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,899
shares
|
$340,072
0.04% of portfolio
|
Q3 2024
Added 33.45%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,845
shares
|
$330,402
0.2% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,841
shares
|
$329,686
0.0% of portfolio
|
Q3 2023
Added 43.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,841
shares
|
$329,686
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,819
shares
|
$325,746
0.12% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,800
shares
|
$322,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,795
shares
|
$321,448
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,778
shares
|
$318,404
0.05% of portfolio
|
Q3 2024
Added 15.01%
|