Purchases and Sales Made in Q1 2025 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q1 2025. 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 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
87+ 3.48% |
$12.9K - $16.2K
|
2.59K
$390K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71+ 4.41% |
$10.5K - $13.3K
|
1.68K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
65+ 1.08% |
$9.64K - $12.1K
|
6.07K
$915K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56New |
$8.3K - $10.5K
|
56
$8.43K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 325.0% |
$7.71K - $9.71K
|
68
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
51+ 3.39% |
$7.56K - $9.53K
|
1.56K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
48+ 9.6% |
$7.12K - $8.97K
|
548
$82.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
47+ 18.01% |
$6.97K - $8.78K
|
308
$46.4K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
45+ 0.99% |
$6.67K - $8.41K
|
4.58K
$690K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44+ 2.77% |
$6.52K - $8.22K
|
1.63K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43+ 2.18% |
$6.38K - $8.03K
|
2.02K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 19.78% |
$5.34K - $6.72K
|
218
$32.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 96.77% |
$4.45K - $5.6K
|
61
$9.19K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
28+ 2.18% |
$4.15K - $5.23K
|
1.31K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 54.0% |
$4K - $5.04K
|
77
$11.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23+ 766.67% |
$3.41K - $4.3K
|
26
$3.92K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.97K - $3.74K
|
20
$3.01K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16New |
$2.37K - $2.99K
|
16
$2.41K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16+ 80.0% |
$2.37K - $2.99K
|
36
$5.42K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 83.33% |
$2.22K - $2.8K
|
33
$4.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$2.22K - $2.8K
|
15
$2.26K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.08K - $2.61K
|
14
$2.11K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13+ 325.0% |
$1.93K - $2.43K
|
17
$2.56K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.48K - $1.87K
|
10
$1.51K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 18.52% |
$1.48K - $1.87K
|
64
$9.64K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$1.33K - $1.68K
|
9
$1.36K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9New |
$1.33K - $1.68K
|
9
$1.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$890 - $1.12K
|
6
$904
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
5+ 6.85% |
$741 - $934
|
78
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 25.0% |
$741 - $934
|
25
$3.76K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$452
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$452
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$297 - $374
|
2
$301
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2+ 0.02% |
$297 - $374
|
10.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$297 - $374
|
2
$301
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 2.04% |
$297 - $374
|
100
$15.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$148 - $187
|
1
$151
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$148 - $187
|
1
$151
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$148 - $187
|
3
$452
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 5.26% |
$148 - $187
|
18
$2.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$148 - $187
|
7
$1.05K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1- 0.47% |
$148 - $187
|
213
$32.1K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1- 0.02% |
$148 - $187
|
6.01K
$905K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 13.04% |
$445 - $560
|
20
$3.01K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 3.64% |
$593 - $747
|
106
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 71.43% |
$741 - $934
|
2
$301
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6- 4.62% |
$890 - $1.12K
|
124
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-7- 0.28% |
$1.04K - $1.31K
|
2.51K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9- 0.31% |
$1.33K - $1.68K
|
2.94K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 0.37% |
$1.63K - $2.05K
|
2.93K
$441K
|