Purchases and Sales Made in Q2 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
136+ 8.86% |
$23K - $32.9K
|
1.67K
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
134New |
$22.7K - $32.5K
|
134
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
129+ 368.57% |
$21.9K - $31.2K
|
164
$28.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
127+ 0.44% |
$21.5K - $30.8K
|
29.3K
$5.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
124+ 13.39% |
$21K - $30K
|
1.05K
$182K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124+ 40.0% |
$21K - $30K
|
434
$75.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
123+ 37.27% |
$20.8K - $29.8K
|
453
$78.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
119New |
$20.2K - $28.8K
|
119
$20.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
114+ 50.89% |
$19.3K - $27.6K
|
338
$58.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
114+ 570.0% |
$19.3K - $27.6K
|
134
$23.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
105+ 0.69% |
$17.8K - $25.4K
|
15.2K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
103+ 5.66% |
$17.4K - $24.9K
|
1.92K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102+ 8.57% |
$17.3K - $24.7K
|
1.29K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
100+ 0.38% |
$16.9K - $24.2K
|
26.7K
$4.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
86+ 344.0% |
$14.6K - $20.8K
|
111
$19.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
83+ 43.01% |
$14.1K - $20.1K
|
276
$48K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
76+ 6.21% |
$12.9K - $18.4K
|
1.3K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
72+ 3.32% |
$12.2K - $17.4K
|
2.24K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
68+ 0.66% |
$11.5K - $16.5K
|
10.4K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
68+ 0.84% |
$11.5K - $16.5K
|
8.14K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67New |
$11.3K - $16.2K
|
67
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
59+ 2.57% |
$9.99K - $14.3K
|
2.36K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58+ 5.38% |
$9.83K - $14K
|
1.14K
$197K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 14.84% |
$9.15K - $13.1K
|
418
$72.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
50+ 0.6% |
$8.47K - $12.1K
|
8.38K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49New |
$8.3K - $11.9K
|
49
$8.52K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47+ 28.14% |
$7.96K - $11.4K
|
214
$37.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
45New |
$7.62K - $10.9K
|
45
$7.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
44+ 2.78% |
$7.45K - $10.7K
|
1.63K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42+ 26.25% |
$7.11K - $10.2K
|
202
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41+ 62.12% |
$6.95K - $9.93K
|
107
$18.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 0.6% |
$6.78K - $9.69K
|
6.71K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
37+ 2.3% |
$6.27K - $8.96K
|
1.64K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
36+ 360.0% |
$6.1K - $8.72K
|
46
$7.99K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$5.59K - $7.99K
|
33
$5.74K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$4.57K - $6.54K
|
27
$4.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 28.75% |
$3.9K - $5.57K
|
103
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19New |
$3.22K - $4.6K
|
19
$3.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19+ 73.08% |
$3.22K - $4.6K
|
45
$7.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
19+ 0.65% |
$3.22K - $4.6K
|
2.94K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
18+ 257.14% |
$3.05K - $4.36K
|
25
$4.34K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 8.84% |
$2.71K - $3.88K
|
197
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13+ 59.09% |
$2.2K - $3.15K
|
35
$6.08K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$2.03K - $2.91K
|
12
$2.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
12+ 0.07% |
$2.03K - $2.91K
|
17K
$2.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11New |
$1.86K - $2.66K
|
11
$1.91K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 50.0% |
$1.69K - $2.42K
|
30
$5.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.18% |
$1.52K - $2.18K
|
5.05K
$878K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9New |
$1.52K - $2.18K
|
9
$1.56K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 4.35% |
$1.19K - $1.7K
|
168
$29.2K
|