Purchases and Sales Made in Q2 2022 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 11.43% |
$5.98K - $7.09K
|
390
$67.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
31+ 0.26% |
$4.64K - $5.5K
|
12.1K
$2.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20New |
$2.99K - $3.55K
|
20
$3.48K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18+ 0.76% |
$2.69K - $3.19K
|
2.38K
$413K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
18+ 0.67% |
$2.69K - $3.19K
|
2.71K
$471K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 11.72% |
$2.24K - $2.66K
|
143
$24.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11+ 0.41% |
$1.65K - $1.95K
|
2.69K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
8+ 0.11% |
$1.2K - $1.42K
|
7.62K
$1.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7New |
$1.05K - $1.24K
|
7
$1.22K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$898 - $1.06K
|
6
$1.04K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.1% |
$598 - $709
|
4K
$696K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4+ 0.13% |
$598 - $709
|
3.11K
$541K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$598 - $709
|
4
$695
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 2.11% |
$449 - $532
|
145
$25.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$449 - $532
|
3
$521
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3+ 0.18% |
$449 - $532
|
1.65K
$287K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 16.67% |
$299 - $355
|
14
$2.43K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$150 - $177
|
8
$1.39K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 10.0% |
$150 - $177
|
11
$1.91K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 0.57% |
$299 - $355
|
348
$60.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.07% |
$299 - $355
|
2.89K
$503K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 40.0% |
$299 - $355
|
3
$521
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 10.0% |
$449 - $532
|
27
$4.69K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5Closed |
$748 - $886
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 5.76% |
$1.2K - $1.42K
|
131
$22.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$1.2K - $1.42K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 3.77% |
$1.5K - $1.77K
|
255
$44.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 10.49% |
$2.24K - $2.66K
|
128
$22.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17Closed |
$2.54K - $3.01K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-18- 1.21% |
$2.69K - $3.19K
|
1.47K
$256K
|
|
|
Jul 18, 2022
Q2 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-21- 0.98% |
$3.14K - $3.72K
|
2.12K
$369K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23Closed |
$3.44K - $4.08K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23- 11.79% |
$3.44K - $4.08K
|
172
$29.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-25- 1.13% |
$3.74K - $4.43K
|
2.2K
$382K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-29- 17.9% |
$4.34K - $5.14K
|
133
$23.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 10.71% |
$4.49K - $5.32K
|
250
$43.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35- 61.4% |
$5.24K - $6.2K
|
22
$3.82K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-40- 2.26% |
$5.98K - $7.09K
|
1.73K
$300K
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-47- 0.08% |
$7.03K - $8.33K
|
61.4K
$10.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-48Closed |
$7.18K - $8.51K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-50- 2.17% |
$7.48K - $8.86K
|
2.25K
$391K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 12.13% |
$8.53K - $10.1K
|
413
$71.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-58- 4.19% |
$8.68K - $10.3K
|
1.33K
$230K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69- 2.68% |
$10.3K - $12.2K
|
2.51K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-75- 3.29% |
$11.2K - $13.3K
|
2.2K
$383K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-77Closed |
$11.5K - $13.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-78- 70.27% |
$11.7K - $13.8K
|
33
$5.74K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-84- 0.35% |
$12.6K - $14.9K
|
23.9K
$4.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-90- 2.03% |
$13.5K - $16K
|
4.35K
$756K
|