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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,046
shares
|
$187,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,044
shares
|
$186,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,011
shares
|
$181,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
994
shares
|
$178,005
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
824
shares
|
$147,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
511
shares
|
$91,509
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
506
shares
|
$90,614
0.0% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
500
shares
|
$89,540
0.0% of portfolio
|
Q3 2023
Reduced 4.4%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$89,540
0.04% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
500
shares
|
$89,540
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
480
shares
|
$85,958
0.04% of portfolio
|
Q4 2022
Reduced 93.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
469
shares
|
$83,988
0.0% of portfolio
|
Q3 2024
Added 132.18%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
419
shares
|
$75,034
0.0% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
418
shares
|
$74,855
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
380
shares
|
$68,050
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
350
shares
|
$62,678
0.0% of portfolio
|
Q2 2020
Added 82.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
348
shares
|
$62,319
0.0% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
340
shares
|
$60,887
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
338
shares
|
$60,529
0.0% of portfolio
|
Q2 2024
Added 50.89%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
337
shares
|
$60,349
0.02% of portfolio
|
Q1 2024
Reduced 42.59%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
327
shares
|
$58,559
0.01% of portfolio
|
Q2 2024
Reduced 12.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
325
shares
|
$58,201
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
324
shares
|
$58,021
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
301
shares
|
$53,903
0.01% of portfolio
|
Q3 2024
Added 40.65%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$53,724
0.01% of portfolio
|
Q3 2024
New holding
|