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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
119
shares
|
$21,310
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
118
shares
|
$21,131
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
108
shares
|
$19,340
0.0% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
105
shares
|
$18,803
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
101
shares
|
$18,087
0.0% of portfolio
|
Q1 2024
Added 359.09%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$17,908
0.0% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$17,908
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$17,908
0.0% of portfolio
|
Q3 2024
Added 36.99%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
97
shares
|
$17,370
0.0% of portfolio
|
Q4 2023
Reduced 95.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
82
shares
|
$14,684
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$14,684
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
78
shares
|
$13,968
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
77
shares
|
$13,789
0.0% of portfolio
|
Q3 2024
Reduced 85.5%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
68
shares
|
$12,177
0.01% of portfolio
|
Q3 2024
Added 51.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
67
shares
|
$11,998
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$11,819
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
64
shares
|
$11,461
0.0% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
53
shares
|
$9,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
49
shares
|
$8,774
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
46
shares
|
$8,237
0.0% of portfolio
|
Q2 2024
Added 360.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
43
shares
|
$7,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$7,163
0.0% of portfolio
|
Q3 2024
Added 110.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
39
shares
|
$6,984
0.0% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$6,805
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
37
shares
|
$6,625
0.0% of portfolio
|
Q1 2024
Reduced 2.63%
|