Purchases and Sales Made in Q1 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.32% |
$6.61K - $8.08K
|
10.7K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
27+ 1.01% |
$5.25K - $6.41K
|
2.7K
$469K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25New |
$4.86K - $5.94K
|
25
$4.34K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.26% |
$4.86K - $5.94K
|
9.53K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 14.2% |
$4.67K - $5.7K
|
193
$33.5K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
24+ 0.25% |
$4.67K - $5.7K
|
9.45K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
23New |
$4.47K - $5.46K
|
23
$4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 6.74% |
$4.47K - $5.46K
|
364
$63.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22New |
$4.28K - $5.23K
|
22
$3.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$3.89K - $4.75K
|
20
$3.48K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
20+ 0.43% |
$3.89K - $4.75K
|
4.64K
$806K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19+ 0.35% |
$3.69K - $4.51K
|
5.5K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
17+ 0.13% |
$3.3K - $4.04K
|
12.6K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17+ 26.15% |
$3.3K - $4.04K
|
82
$14.3K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17New |
$3.3K - $4.04K
|
17
$2.95K
|
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
16+ 0.03% |
$3.11K - $3.8K
|
46.7K
$8.12M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 73.33% |
$2.14K - $2.61K
|
26
$4.52K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1000.0% |
$1.94K - $2.38K
|
11
$1.91K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$1.94K - $2.38K
|
10
$1.74K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.56K - $1.9K
|
8
$1.39K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8New |
$1.56K - $1.9K
|
8
$1.39K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 6.96% |
$1.56K - $1.9K
|
123
$21.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 29.63% |
$1.56K - $1.9K
|
35
$6.08K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 2.6% |
$1.36K - $1.66K
|
276
$48K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.47% |
$972 - $1.19K
|
1.08K
$187K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 25.0% |
$583 - $713
|
15
$2.61K
|
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.0% |
$583 - $713
|
75.1K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$194 - $238
|
1
$174
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-1- 0.04% |
$194 - $238
|
2.74K
$476K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1- 0.03% |
$194 - $238
|
2.92K
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 9.09% |
$194 - $238
|
10
$1.74K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 2.63% |
$194 - $238
|
37
$6.43K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$389 - $475
|
9
$1.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 0.78% |
$583 - $713
|
380
$66K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 18.18% |
$778 - $950
|
18
$3.13K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 3.01% |
$972 - $1.19K
|
161
$28K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 9.46% |
$1.36K - $1.66K
|
67
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8- 0.22% |
$1.56K - $1.9K
|
3.56K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 5.92% |
$1.94K - $2.38K
|
159
$27.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 5.88% |
$1.94K - $2.38K
|
160
$27.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11- 0.27% |
$2.14K - $2.61K
|
4.1K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11- 0.29% |
$2.14K - $2.61K
|
3.76K
$653K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-12- 0.18% |
$2.33K - $2.85K
|
6.67K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-12- 0.62% |
$2.33K - $2.85K
|
1.94K
$336K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 65.0% |
$2.53K - $3.09K
|
7
$1.22K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14- 0.32% |
$2.72K - $3.33K
|
4.38K
$761K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 41.18% |
$2.72K - $3.33K
|
20
$3.48K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 45.45% |
$2.92K - $3.56K
|
18
$3.13K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 0.99% |
$3.11K - $3.8K
|
1.61K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-17- 0.17% |
$3.3K - $4.04K
|
10.2K
$1.77M
|