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 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58+ 38.93% |
$9.74K - $12.2K
|
207
$35.3K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
53New |
$8.9K - $11.1K
|
53
$9.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 11.11% |
$8.4K - $10.5K
|
500
$85.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
44+ 3.75% |
$7.39K - $9.23K
|
1.22K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41+ 35.04% |
$6.89K - $8.6K
|
158
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 1.6% |
$6.38K - $7.97K
|
2.42K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
35+ 1.28% |
$5.88K - $7.34K
|
2.77K
$472K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$5.54K - $6.92K
|
33
$5.62K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.26% |
$5.38K - $6.71K
|
1.45K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$4.87K - $6.08K
|
29
$4.94K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 16.67% |
$4.7K - $5.87K
|
196
$33.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
27+ 36.99% |
$4.54K - $5.66K
|
100
$17K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25+ 2.11% |
$4.2K - $5.24K
|
1.21K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
24New |
$4.03K - $5.03K
|
24
$4.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 51.11% |
$3.86K - $4.82K
|
68
$11.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22New |
$3.7K - $4.61K
|
22
$3.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 110.53% |
$3.53K - $4.41K
|
40
$6.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$3.19K - $3.99K
|
19
$3.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
18New |
$3.02K - $3.78K
|
18
$3.07K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 1.13% |
$3.02K - $3.78K
|
1.61K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$2.69K - $3.36K
|
16
$2.72K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.98% |
$2.69K - $3.36K
|
1.66K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$2.52K - $3.15K
|
15
$2.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14New |
$2.35K - $2.94K
|
14
$2.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.95% |
$2.35K - $2.94K
|
1.49K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12+ 0.41% |
$2.02K - $2.52K
|
2.95K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 11.21% |
$2.02K - $2.52K
|
119
$20.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 37.04% |
$1.68K - $2.1K
|
37
$6.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9New |
$1.51K - $1.89K
|
9
$1.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 33.33% |
$1.18K - $1.47K
|
28
$4.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
6+ 0.53% |
$1.01K - $1.26K
|
1.14K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
6New |
$1.01K - $1.26K
|
6
$1.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 4.85% |
$840 - $1.05K
|
108
$18.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5New |
$840 - $1.05K
|
5
$851
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 7.81% |
$840 - $1.05K
|
69
$11.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 5.41% |
$672 - $839
|
78
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$504 - $629
|
3
$511
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$336 - $420
|
2
$341
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 8.0% |
$336 - $420
|
27
$4.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 2.5% |
$336 - $420
|
82
$14K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$336 - $420
|
2
$341
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1+ 0.05% |
$168 - $210
|
2.22K
$378K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.38% |
$168 - $210
|
265
$45.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$168 - $210
|
1
$170
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.49% |
$168 - $210
|
66
$11.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2- 0.1% |
$336 - $420
|
1.93K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$336 - $420
|
15
$2.55K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 5.56% |
$336 - $420
|
34
$5.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 7.32% |
$504 - $629
|
38
$6.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 40.0% |
$672 - $839
|
6
$1.02K
|