Purchases and Sales Made in Q3 2021 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
142+ 0.09% |
$23.3K - $28.8K
|
156K
$27.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
128New |
$21K - $26K
|
128
$22.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
112+ 6.89% |
$18.4K - $22.7K
|
1.74K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 16.67% |
$16.4K - $20.3K
|
700
$122K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93+ 3.69% |
$15.3K - $18.9K
|
2.62K
$455K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
78+ 20.0% |
$12.8K - $15.8K
|
468
$81.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
78+ 1.11% |
$12.8K - $15.8K
|
7.09K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71+ 15.37% |
$11.7K - $14.4K
|
533
$92.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
55+ 0.6% |
$9.03K - $11.2K
|
9.17K
$1.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
54New |
$8.87K - $11K
|
54
$9.38K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
52New |
$8.54K - $10.5K
|
52
$9.04K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 46.43% |
$8.54K - $10.5K
|
164
$28.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
50+ 50.0% |
$8.21K - $10.1K
|
150
$26.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
50+ 2.27% |
$8.21K - $10.1K
|
2.25K
$391K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
50+ 0.31% |
$8.21K - $10.1K
|
16.2K
$2.81M
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
45+ 1.06% |
$7.39K - $9.13K
|
4.29K
$745K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 3.4% |
$7.06K - $8.72K
|
1.31K
$227K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 11.43% |
$6.57K - $8.11K
|
390
$67.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
25New |
$4.11K - $5.07K
|
25
$4.34K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 42.86% |
$3.94K - $4.87K
|
80
$13.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
23+ 0.06% |
$3.78K - $4.67K
|
39.5K
$6.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
22+ 110.0% |
$3.61K - $4.46K
|
42
$7.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21New |
$3.45K - $4.26K
|
21
$3.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$3.28K - $4.06K
|
20
$3.48K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17New |
$2.79K - $3.45K
|
17
$2.95K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15New |
$2.46K - $3.04K
|
15
$2.61K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.96% |
$2.13K - $2.64K
|
1.36K
$237K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 6.34% |
$2.13K - $2.64K
|
218
$37.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 23.08% |
$1.97K - $2.43K
|
64
$11.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
8+ 2.25% |
$1.31K - $1.62K
|
364
$63.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.15K - $1.42K
|
7
$1.22K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7New |
$1.15K - $1.42K
|
7
$1.22K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.32% |
$821 - $1.01K
|
1.57K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2New |
$328 - $406
|
2
$348
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$328 - $406
|
2
$348
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
2+ 5.26% |
$328 - $406
|
40
$6.95K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.06% |
$164 - $203
|
1.64K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.78% |
$164 - $203
|
127
$22.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 15.38% |
$328 - $406
|
11
$1.91K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3- 0.92% |
$493 - $609
|
324
$56.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4Closed |
$657 - $811
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-5- 0.24% |
$821 - $1.01K
|
2.12K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 0.05% |
$985 - $1.22K
|
12.6K
$2.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6Closed |
$985 - $1.22K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6Closed |
$985 - $1.22K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-8- 9.88% |
$1.31K - $1.62K
|
73
$12.7K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.48K - $1.83K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9Closed |
$1.48K - $1.83K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 0.16% |
$1.64K - $2.03K
|
6.16K
$1.07M
|