Purchases and Sales Made in Q1 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q1 2023. The information is specifically focused on institutions that hold shares of WEX Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 17.0% |
$2.73K - $3.42K
|
117
$20.3K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16+ 533.33% |
$2.57K - $3.22K
|
19
$3.3K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 93.75% |
$2.41K - $3.02K
|
31
$5.39K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$2.41K - $3.02K
|
15
$2.61K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.25K - $2.82K
|
14
$2.43K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 162.5% |
$2.09K - $2.62K
|
21
$3.65K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 400.0% |
$1.93K - $2.42K
|
15
$2.61K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$1.29K - $1.61K
|
8
$1.39K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 66.67% |
$965 - $1.21K
|
15
$2.61K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$804 - $1.01K
|
5
$869
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 4.55% |
$804 - $1.01K
|
115
$20K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$804 - $1.01K
|
5
$869
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.79% |
$643 - $805
|
227
$39.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 20.0% |
$482 - $604
|
18
$3.13K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$322 - $403
|
2
$348
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.87% |
$322 - $403
|
109
$18.9K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.11% |
$322 - $403
|
182
$31.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$161 - $201
|
7
$1.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.77% |
$161 - $201
|
131
$22.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.69% |
$161 - $201
|
146
$25.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$161 - $201
|
2
$348
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2- 1.25% |
$322 - $403
|
158
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.04% |
$322 - $403
|
5.45K
$947K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.19% |
$643 - $805
|
2.09K
$364K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 27.27% |
$965 - $1.21K
|
16
$2.78K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.34% |
$1.13K - $1.41K
|
2.04K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 8.74% |
$1.45K - $1.81K
|
94
$16.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9- 16.98% |
$1.45K - $1.81K
|
44
$7.65K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10- 0.45% |
$1.61K - $2.01K
|
2.19K
$380K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 5.66% |
$2.41K - $3.02K
|
250
$43.4K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-17- 0.84% |
$2.73K - $3.42K
|
2K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-20- 0.74% |
$3.22K - $4.03K
|
2.7K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 0.97% |
$3.22K - $4.03K
|
2.05K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21- 7.0% |
$3.38K - $4.23K
|
279
$48.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-22- 6.67% |
$3.54K - $4.43K
|
308
$53.5K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-23- 0.66% |
$3.7K - $4.63K
|
3.48K
$604K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-23- 18.7% |
$3.7K - $4.63K
|
100
$17.4K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-34- 1.09% |
$5.47K - $6.84K
|
3.09K
$537K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 0.26% |
$5.63K - $7.04K
|
13.6K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-38- 88.37% |
$6.11K - $7.65K
|
5
$869
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-41- 2.72% |
$6.59K - $8.25K
|
1.47K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-47- 3.03% |
$7.56K - $9.46K
|
1.5K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-61- 0.34% |
$9.81K - $12.3K
|
17.6K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-73- 3.23% |
$11.7K - $14.7K
|
2.19K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-73- 4.27% |
$11.7K - $14.7K
|
1.64K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-76- 2.08% |
$12.2K - $15.3K
|
3.59K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-86- 4.98% |
$13.8K - $17.3K
|
1.64K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-95- 1.56% |
$15.3K - $19.1K
|
6.01K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.85% |
$16.1K - $20.1K
|
11.6K
$2.02M
|