Purchases and Sales Made in Q4 2022 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.1K+ 17.94% |
$148K - $188K
|
7.22K
$1.33M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 55.3% |
$144K - $184K
|
3.02K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.04KNew |
$140K - $179K
|
1.04K
$192K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
895New |
$120K - $153K
|
895
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
863+ 49.68% |
$116K - $148K
|
2.6K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
783+ 8.39% |
$105K - $134K
|
10.1K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
782+ 33.65% |
$105K - $134K
|
3.11K
$571K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
751+ 10.39% |
$101K - $129K
|
7.98K
$1.47M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
711+ 2.54% |
$95.7K - $122K
|
28.7K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
703+ 8.33% |
$94.6K - $120K
|
9.14K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
687+ 18.41% |
$92.4K - $118K
|
4.42K
$812K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
656+ 10.76% |
$88.3K - $112K
|
6.75K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
625+ 2.39% |
$84.1K - $107K
|
26.7K
$4.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
611+ 7.33% |
$82.2K - $105K
|
8.95K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
571+ 27.36% |
$76.8K - $97.8K
|
2.66K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
560New |
$75.3K - $96K
|
560
$103K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
545+ 22.9% |
$73.3K - $93.4K
|
2.93K
$538K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
459+ 8.44% |
$61.7K - $78.7K
|
5.9K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
458+ 2.66% |
$61.6K - $78.5K
|
17.7K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
452New |
$60.8K - $77.5K
|
452
$83.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451New |
$60.7K - $77.3K
|
451
$82.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
439+ 19.62% |
$59.1K - $75.2K
|
2.68K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
439+ 83.3% |
$59.1K - $75.2K
|
966
$178K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
435+ 7.41% |
$58.5K - $74.5K
|
6.31K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
414+ 11.98% |
$55.7K - $70.9K
|
3.87K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
379New |
$51K - $64.9K
|
379
$69.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
328+ 0.92% |
$44.1K - $56.2K
|
35.8K
$6.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
308+ 11.74% |
$41.4K - $52.8K
|
2.93K
$539K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
300+ 11.82% |
$40.4K - $51.4K
|
2.84K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
276+ 16.39% |
$37.1K - $47.3K
|
1.96K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
265New |
$35.7K - $45.4K
|
265
$48.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
262+ 308.24% |
$35.2K - $44.9K
|
347
$63.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
238+ 1.95% |
$32K - $40.8K
|
12.5K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
238+ 1.21% |
$32K - $40.8K
|
19.8K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
218+ 9.47% |
$29.3K - $37.4K
|
2.52K
$464K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180New |
$24.2K - $30.8K
|
180
$33.1K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
160New |
$21.5K - $27.4K
|
160
$29.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
154New |
$20.7K - $26.4K
|
154
$28.3K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146+ 7.61% |
$19.6K - $25K
|
2.07K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
144+ 0.43% |
$19.4K - $24.7K
|
33.3K
$6.12M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
130+ 0.27% |
$17.5K - $22.3K
|
47.4K
$8.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
127+ 2.2% |
$17.1K - $21.8K
|
5.9K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
120+ 6.12% |
$16.1K - $20.6K
|
2.08K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
105+ 0.39% |
$14.1K - $18K
|
27.2K
$5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92+ 5.32% |
$12.4K - $15.8K
|
1.82K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 70.23% |
$12.4K - $15.8K
|
223
$41K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
88New |
$11.8K - $15.1K
|
88
$16.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 85.56% |
$10.4K - $13.2K
|
167
$30.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 15.77% |
$7.53K - $9.6K
|
411
$75.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
54+ 0.04% |
$7.26K - $9.25K
|
139K
$25.5M
|