Purchases and Sales Made in Q3 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.73K+ 76.15% |
$1.47M - $1.83M
|
20.2K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.17K+ 27.74% |
$1.2M - $1.5M
|
33K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
6.33KNew |
$1.06M - $1.33M
|
6.33K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.17K+ 24.99% |
$1.04M - $1.29M
|
30.8K
$5.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.97K+ 38.37% |
$1M - $1.25M
|
21.5K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 68.33% |
$848K - $1.06M
|
12.4K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.85K+ 289.03% |
$815K - $1.02M
|
6.53K
$1.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.76KNew |
$800K - $999K
|
4.76K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.45KNew |
$747K - $933K
|
4.45K
$773K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
4.4K+ 15.04% |
$740K - $924K
|
33.7K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.31K+ 6.38% |
$724K - $903K
|
71.8K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.04KNew |
$679K - $848K
|
4.04K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.88K+ 0.31% |
$652K - $814K
|
1.24M
$216M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.87K+ 16.53% |
$650K - $811K
|
27.3K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.46KNew |
$582K - $727K
|
3.46K
$602K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.17KNew |
$532K - $664K
|
3.17K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 79.53% |
$479K - $598K
|
6.44K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.83KNew |
$476K - $594K
|
2.83K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
2.79K+ 3.54% |
$469K - $585K
|
81.5K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 54.64% |
$438K - $547K
|
7.38K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$423K - $528K
|
2.52K
$438K
|
|
|
Nov 15, 2024
Q3 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
2.5K+ 29.85% |
$420K - $524K
|
10.9K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.29K+ 191.88% |
$385K - $481K
|
3.49K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.29K+ 19.74% |
$384K - $480K
|
13.9K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.12K+ 13.2% |
$356K - $445K
|
18.2K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.93KNew |
$323K - $404K
|
1.93K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.9K+ 30.08% |
$320K - $399K
|
8.23K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 21.57% |
$317K - $396K
|
10.6K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.88K+ 17.95% |
$315K - $394K
|
12.3K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.79K+ 13.45% |
$301K - $375K
|
15.1K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
BUY
|
- |
1.71KNew |
$288K - $359K
|
1.71K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.62KNew |
$272K - $340K
|
1.62K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.61K+ 81.28% |
$270K - $337K
|
3.58K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.57KNew |
$264K - $329K
|
1.57K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.52KNew |
$255K - $318K
|
1.52K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.47K+ 101.17% |
$247K - $308K
|
2.92K
$508K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$240K - $300K
|
1.43K
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 1.81% |
$235K - $293K
|
78.7K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.35KNew |
$226K - $283K
|
1.35K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 5.26% |
$218K - $272K
|
26K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.22KNew |
$205K - $256K
|
1.22K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2KNew |
$201K - $251K
|
1.2K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$198K - $247K
|
1.18K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.17K+ 93.4% |
$197K - $246K
|
2.43K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16KNew |
$194K - $242K
|
1.16K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.08KNew |
$182K - $227K
|
1.08K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.07KNew |
$179K - $223K
|
1.07K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.05KNew |
$177K - $221K
|
1.05K
$183K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.05KNew |
$176K - $219K
|
1.05K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.04KNew |
$175K - $219K
|
1.04K
$181K
|