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 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$1.02K - $1.45K
|
6
$1.04K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 1.58% |
$1.02K - $1.45K
|
386
$67.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 20.0% |
$1.02K - $1.45K
|
36
$6.26K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.02K - $1.45K
|
6
$1.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 2.14% |
$1.02K - $1.45K
|
287
$49.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 26.67% |
$678 - $969
|
19
$3.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 16.67% |
$508 - $727
|
21
$3.65K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 7.89% |
$508 - $727
|
41
$7.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$339 - $484
|
2
$348
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$169 - $242
|
6
$1.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$169 - $242
|
1
$174
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.53% |
$169 - $242
|
188
$32.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.5% |
$169 - $242
|
202
$35.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$169 - $242
|
1
$174
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.05% |
$169 - $242
|
1.94K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$169 - $242
|
17
$2.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 9.09% |
$169 - $242
|
10
$1.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 3.9% |
$508 - $727
|
74
$12.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-4- 0.15% |
$678 - $969
|
2.73K
$475K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 5.88% |
$847 - $1.21K
|
80
$13.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 7.25% |
$847 - $1.21K
|
64
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 4.88% |
$1.02K - $1.45K
|
117
$20.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 77.78% |
$1.19K - $1.7K
|
2
$348
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 87.5% |
$1.19K - $1.7K
|
1
$174
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9- 10.98% |
$1.52K - $2.18K
|
73
$12.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 4.35% |
$2.03K - $2.91K
|
264
$45.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 11.51% |
$2.71K - $3.88K
|
123
$21.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 1.21% |
$3.39K - $4.84K
|
1.64K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 0.86% |
$4.07K - $5.81K
|
2.78K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 15.09% |
$4.07K - $5.81K
|
135
$23.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-26- 0.47% |
$4.4K - $6.3K
|
5.48K
$952K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-32- 2.65% |
$5.42K - $7.75K
|
1.17K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-41- 1.69% |
$6.95K - $9.93K
|
2.38K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-46- 12.33% |
$7.79K - $11.1K
|
327
$56.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-50- 1.93% |
$8.47K - $12.1K
|
2.55K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-61- 0.52% |
$10.3K - $14.8K
|
11.7K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-66- 0.29% |
$11.2K - $16K
|
22.5K
$3.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76- 2.02% |
$12.9K - $18.4K
|
3.68K
$640K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-85- 92.39% |
$14.4K - $20.6K
|
7
$1.22K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-86- 6.05% |
$14.6K - $20.8K
|
1.34K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-109- 5.23% |
$18.5K - $26.4K
|
1.98K
$343K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-115- 2.05% |
$19.5K - $27.9K
|
5.49K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-115- 1.13% |
$19.5K - $27.9K
|
10.1K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123- 84.83% |
$20.8K - $29.8K
|
22
$3.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-125- 3.16% |
$21.2K - $30.3K
|
3.83K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-125- 9.04% |
$21.2K - $30.3K
|
1.26K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-151- 5.08% |
$25.6K - $36.6K
|
2.82K
$491K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-152- 21.2% |
$25.7K - $36.8K
|
565
$98.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-164- 2.53% |
$27.8K - $39.7K
|
6.33K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-167- 1.77% |
$28.3K - $40.5K
|
9.29K
$1.61M
|