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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-13- 10.74% |
$1.93K - $2.43K
|
108
$16.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 48.28% |
$2.08K - $2.61K
|
15
$2.26K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 13.64% |
$2.22K - $2.8K
|
95
$14.3K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-16- 0.29% |
$2.37K - $2.99K
|
5.48K
$824K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 23.53% |
$2.37K - $2.99K
|
52
$7.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-18- 25.35% |
$2.67K - $3.36K
|
53
$7.98K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 37.74% |
$2.97K - $3.74K
|
33
$4.97K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-23- 12.78% |
$3.41K - $4.3K
|
157
$23.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23- 88.46% |
$3.41K - $4.3K
|
3
$452
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 8.56% |
$4.15K - $5.23K
|
299
$45K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 90.91% |
$4.45K - $5.6K
|
3
$452
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-38- 2.08% |
$5.64K - $7.1K
|
1.79K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-42- 2.77% |
$6.23K - $7.84K
|
1.47K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-47- 3.47% |
$6.97K - $8.78K
|
1.31K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48- 2.34% |
$7.12K - $8.97K
|
2.01K
$302K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.55% |
$7.41K - $9.34K
|
9.1K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-60- 2.02% |
$8.9K - $11.2K
|
2.91K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 53.97% |
$10.1K - $12.7K
|
58
$8.73K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 0.8% |
$11K - $13.8K
|
9.12K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 23.08% |
$11.1K - $14K
|
250
$37.6K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76- 0.02% |
$11.3K - $14.2K
|
481K
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-79- 5.1% |
$11.7K - $14.8K
|
1.47K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-81- 1.53% |
$12K - $15.1K
|
5.2K
$783K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-82- 84.54% |
$12.2K - $15.3K
|
15
$2.26K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-84- 2.55% |
$12.5K - $15.7K
|
3.21K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-97- 3.91% |
$14.4K - $18.1K
|
2.38K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$14.7K - $18.5K
|
1
$151
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-103- 2.5% |
$15.3K - $19.2K
|
4.02K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 93.6% |
$17.3K - $21.9K
|
8
$1.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-118- 3.56% |
$17.5K - $22K
|
3.2K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-131- 1.44% |
$19.4K - $24.5K
|
8.95K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-146- 8.52% |
$21.7K - $27.3K
|
1.57K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-146- 10.2% |
$21.7K - $27.3K
|
1.29K
$194K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-157- 56.47% |
$23.3K - $29.3K
|
121
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-164- 44.69% |
$24.3K - $30.6K
|
203
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-173- 7.87% |
$25.7K - $32.3K
|
2.03K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-189- 34.87% |
$28K - $35.3K
|
353
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-190- 0.53% |
$28.2K - $35.5K
|
35.5K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-221- 5.76% |
$32.8K - $41.3K
|
3.62K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-231- 8.06% |
$34.3K - $43.1K
|
2.64K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-264- 12.48% |
$39.1K - $49.3K
|
1.85K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-273- 5.61% |
$40.5K - $51K
|
4.59K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-289- 8.13% |
$42.9K - $54K
|
3.27K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-310- 4.11% |
$46K - $57.9K
|
7.23K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-340- 14.53% |
$50.4K - $63.5K
|
2K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-350- 11.64% |
$51.9K - $65.4K
|
2.66K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-365- 10.21% |
$54.1K - $68.2K
|
3.21K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-367- 4.32% |
$54.4K - $68.5K
|
8.13K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-380- 20.41% |
$56.4K - $71K
|
1.48K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-387- 78.82% |
$57.4K - $72.3K
|
104
$15.7K
|