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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 45.45% |
$2.92K - $3.56K
|
18
$2.71K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 0.99% |
$3.11K - $3.8K
|
1.61K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-17- 0.17% |
$3.3K - $4.04K
|
10.2K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20- 1.29% |
$3.89K - $4.75K
|
1.54K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23- 1.37% |
$4.47K - $5.46K
|
1.66K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 1.05% |
$4.47K - $5.46K
|
2.17K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 3.37% |
$4.86K - $5.94K
|
717
$108K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-26- 4.68% |
$5.05K - $6.18K
|
529
$79.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-28- 0.85% |
$5.44K - $6.65K
|
3.25K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 8.82% |
$5.83K - $7.13K
|
310
$46.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-32- 2.7% |
$6.22K - $7.6K
|
1.15K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.8% |
$6.22K - $7.6K
|
3.96K
$596K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-33- 1.34% |
$6.42K - $7.84K
|
2.42K
$365K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36- 13.85% |
$7K - $8.55K
|
224
$33.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 82.0% |
$7.97K - $9.74K
|
9
$1.36K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-42- 65.63% |
$8.16K - $9.98K
|
22
$3.31K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 20.28% |
$8.55K - $10.5K
|
173
$26.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-46- 2.4% |
$8.94K - $10.9K
|
1.87K
$281K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-47- 12.47% |
$9.14K - $11.2K
|
330
$49.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-48- 0.94% |
$9.33K - $11.4K
|
5.07K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-49- 6.61% |
$9.53K - $11.6K
|
692
$104K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-49- 1.23% |
$9.53K - $11.6K
|
3.95K
$594K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.18% |
$9.72K - $11.9K
|
27.2K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-67- 5.19% |
$13K - $15.9K
|
1.22K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-71- 63.39% |
$13.8K - $16.9K
|
41
$6.17K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-76- 23.75% |
$14.8K - $18.1K
|
244
$36.7K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-85- 6.72% |
$16.5K - $20.2K
|
1.18K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-87- 1.24% |
$16.9K - $20.7K
|
6.92K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-93- 3.4% |
$18.1K - $22.1K
|
2.64K
$398K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.75% |
$19.4K - $23.8K
|
3.54K
$533K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-112- 4.81% |
$21.8K - $26.6K
|
2.22K
$334K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-120- 10.53% |
$23.3K - $28.5K
|
1.02K
$154K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-123- 1.81% |
$23.9K - $29.2K
|
6.69K
$1.01M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 78.66% |
$25.1K - $30.6K
|
35
$5.27K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138- 2.82% |
$26.8K - $32.8K
|
4.76K
$717K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-145- 0.85% |
$28.2K - $34.4K
|
17K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-150- 28.68% |
$29.2K - $35.6K
|
373
$56.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-156- 3.94% |
$30.3K - $37.1K
|
3.81K
$573K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-156- 5.91% |
$30.3K - $37.1K
|
2.48K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-157- 35.84% |
$30.5K - $37.3K
|
281
$42.3K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-163- 7.25% |
$31.7K - $38.7K
|
2.09K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-215- 0.19% |
$41.8K - $51.1K
|
114K
$17.2M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-233- 18.85% |
$45.3K - $55.3K
|
1K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-240- 5.8% |
$46.7K - $57K
|
3.9K
$587K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-245- 8.62% |
$47.6K - $58.2K
|
2.6K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-250- 42.59% |
$48.6K - $59.4K
|
337
$50.7K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-263- 2.85% |
$51.1K - $62.5K
|
8.98K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-263- 2.19% |
$51.1K - $62.5K
|
11.7K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-270- 5.7% |
$52.5K - $64.1K
|
4.47K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-279- 17.05% |
$54.2K - $66.3K
|
1.36K
$204K
|