Purchases and Sales Made in Q2 2025 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18New |
$2.04K - $2.91K
|
18
$3.07K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.93K - $2.75K
|
17
$2.89K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$1.36K - $1.94K
|
12
$2.04K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.78% |
$1.36K - $1.94K
|
1.56K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 366.67% |
$1.25K - $1.78K
|
14
$2.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10+ 5.0% |
$1.13K - $1.62K
|
210
$35.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$908 - $1.29K
|
8
$1.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8+ 0.27% |
$908 - $1.29K
|
2.94K
$500K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 5.79% |
$794 - $1.13K
|
128
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$681 - $971
|
6
$1.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6+ 14.29% |
$681 - $971
|
48
$8.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 33.33% |
$567 - $809
|
20
$3.41K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 200.0% |
$454 - $647
|
6
$1.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4New |
$454 - $647
|
4
$681
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$340 - $485
|
3
$511
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3New |
$340 - $485
|
3
$511
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$340 - $485
|
3
$511
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$340 - $485
|
3.2K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 33.33% |
$227 - $324
|
8
$1.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2New |
$227 - $324
|
2
$341
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.85% |
$227 - $324
|
110
$18.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$227 - $324
|
2
$341
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.0% |
$227 - $324
|
96.6K
$16.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$113 - $162
|
1
$170
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$113 - $162
|
3
$511
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 16.67% |
$113 - $162
|
7
$1.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$113 - $162
|
1
$170
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 9.09% |
$340 - $485
|
30
$5.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 2.42% |
$340 - $485
|
121
$20.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$454 - $647
|
18.3K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 2.96% |
$567 - $809
|
164
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 1.73% |
$794 - $1.13K
|
398
$67.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 53.85% |
$794 - $1.13K
|
6
$1.02K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-9- 64.29% |
$1.02K - $1.46K
|
5
$851
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-13- 76.47% |
$1.48K - $2.1K
|
4
$681
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 77.78% |
$1.59K - $2.27K
|
4
$681
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 30.19% |
$1.82K - $2.59K
|
37
$6.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-16- 0.65% |
$1.82K - $2.59K
|
2.46K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-22- 61.11% |
$2.5K - $3.56K
|
14
$2.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 73.33% |
$2.5K - $3.56K
|
8
$1.36K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-23- 29.49% |
$2.61K - $3.72K
|
55
$9.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 36.92% |
$2.72K - $3.88K
|
41
$6.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 23.08% |
$2.72K - $3.88K
|
80
$13.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-25- 1.79% |
$2.84K - $4.05K
|
1.37K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-27- 1.08% |
$3.06K - $4.37K
|
2.48K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 41.0% |
$4.65K - $6.63K
|
59
$10K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-43- 1.32% |
$4.88K - $6.96K
|
3.22K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-46- 0.88% |
$5.22K - $7.44K
|
5.15K
$878K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 44.34% |
$5.33K - $7.6K
|
59
$10K
|