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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,348
shares
|
$241,399
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
1,305
shares
|
$233,699
0.0% of portfolio
|
Q3 2024
Reduced 72.04%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,295
shares
|
$231,908
0.0% of portfolio
|
Q3 2024
Reduced 95.53%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$231,371
0.16% of portfolio
|
Q3 2024
Added 191.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,249
shares
|
$223,670
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,237
shares
|
$221,521
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
1,221
shares
|
$218,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
1,218
shares
|
$218,119
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,209
shares
|
$216,507
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,208
shares
|
$216,328
0.14% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,198
shares
|
$214,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
1,189
shares
|
$212,926
0.02% of portfolio
|
Q3 2023
Added 7.89%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,187
shares
|
$212,567
0.0% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,185
shares
|
$212,209
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,176
shares
|
$210,598
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$207,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,137
shares
|
$203,613
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,130
shares
|
$202,360
0.05% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,121
shares
|
$200,748
0.01% of portfolio
|
Q3 2024
Added 168.18%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,113
shares
|
$199,316
0.01% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,082
shares
|
$193,764
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,072
shares
|
$191,973
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
1,065
shares
|
$190,720
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
1,053
shares
|
$188,571
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$187,675
0.02% of portfolio
|
Q3 2024
Reduced 12.45%
|