Purchases and Sales Made in Q3 2022 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
715New |
$90.6K - $122K
|
715
$124K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
700New |
$88.7K - $119K
|
700
$122K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
669+ 51.82% |
$84.7K - $114K
|
1.96K
$341K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
667+ 37.94% |
$84.5K - $114K
|
2.43K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
647+ 0.67% |
$82K - $110K
|
97K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
621+ 248.4% |
$78.7K - $106K
|
871
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
610+ 0.19% |
$77.3K - $104K
|
318K
$55.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
605+ 11.72% |
$76.6K - $103K
|
5.77K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
588+ 9.13% |
$74.5K - $100K
|
7.03K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
568+ 10.15% |
$71.9K - $96.9K
|
6.17K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
535New |
$67.8K - $91.3K
|
535
$93K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
519+ 10.55% |
$65.7K - $88.6K
|
5.44K
$945K
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
515+ 27.61% |
$65.2K - $87.9K
|
2.38K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
485+ 0.35% |
$61.4K - $82.8K
|
139K
$24.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
480+ 2.86% |
$60.8K - $81.9K
|
17.2K
$3M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
469+ 8.68% |
$59.4K - $80K
|
5.87K
$1.02M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
430+ 1.67% |
$54.5K - $73.4K
|
26.1K
$4.54M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
350New |
$44.3K - $59.7K
|
350
$60.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
340New |
$43.1K - $58K
|
340
$59.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
318+ 22.54% |
$40.3K - $54.3K
|
1.73K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
266New |
$33.7K - $45.4K
|
266
$46.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
259+ 15.7% |
$32.8K - $44.2K
|
1.91K
$332K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
248+ 14.64% |
$31.4K - $42.3K
|
1.94K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
247+ 433.33% |
$31.3K - $42.1K
|
304
$52.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
247+ 15.93% |
$31.3K - $42.1K
|
1.8K
$312K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
238+ 1.19% |
$30.1K - $40.6K
|
20.2K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
231+ 7.16% |
$29.3K - $39.4K
|
3.46K
$601K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
189+ 1.29% |
$23.9K - $32.3K
|
14.8K
$2.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
184+ 26.29% |
$23.3K - $31.4K
|
884
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
169+ 3.15% |
$21.4K - $28.8K
|
5.54K
$963K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
167+ 7.02% |
$21.2K - $28.5K
|
2.55K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
165+ 1.32% |
$20.9K - $28.2K
|
12.6K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
150+ 2.92% |
$19K - $25.6K
|
5.29K
$919K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
146+ 6.33% |
$18.5K - $24.9K
|
2.45K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
144+ 5.02% |
$18.2K - $24.6K
|
3.01K
$523K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
144+ 1.98% |
$18.2K - $24.6K
|
7.42K
$1.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 33.9% |
$17.7K - $23.9K
|
553
$96.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
132+ 99.25% |
$16.7K - $22.5K
|
265
$46.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
112+ 0.21% |
$14.2K - $19.1K
|
53.9K
$9.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
108+ 0.33% |
$13.7K - $18.4K
|
33.1K
$5.76M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
105+ 4.73% |
$13.3K - $17.9K
|
2.32K
$404K
|
|
|
Nov 15, 2022
Q3 2022
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 6.94% |
$12.7K - $17.1K
|
1.54K
$268K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93New |
$11.8K - $15.9K
|
93
$16.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
84+ 129.23% |
$10.6K - $14.3K
|
149
$25.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
80+ 0.66% |
$10.1K - $13.7K
|
12.2K
$2.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
63+ 0.27% |
$7.98K - $10.8K
|
23.2K
$4.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 1425.0% |
$7.22K - $9.73K
|
61
$10.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51New |
$6.46K - $8.7K
|
51
$8.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.95% |
$6.08K - $8.19K
|
5.12K
$890K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 28.75% |
$2.91K - $3.92K
|
103
$17.9K
|