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 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
51+ 1.76% |
$6.86K - $8.74K
|
2.95K
$542K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.69% |
$6.73K - $8.57K
|
7.31K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
48+ 22.97% |
$6.46K - $8.23K
|
257
$47.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 4200.0% |
$5.65K - $7.2K
|
43
$7.91K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 63.93% |
$5.25K - $6.68K
|
100
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30New |
$4.04K - $5.14K
|
30
$5.52K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 0.21% |
$3.9K - $4.97K
|
13.6K
$2.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29+ 0.39% |
$3.9K - $4.97K
|
7.45K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.94% |
$3.23K - $4.11K
|
2.57K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 0.66% |
$3.09K - $3.94K
|
3.5K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
22New |
$2.96K - $3.77K
|
22
$4.05K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$2.69K - $3.43K
|
20
$3.68K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
19+ 15.08% |
$2.56K - $3.26K
|
145
$26.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$2.42K - $3.08K
|
18
$3.31K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16+ 6.04% |
$2.15K - $2.74K
|
281
$51.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
16+ 0.07% |
$2.15K - $2.74K
|
22.6K
$4.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 0.82% |
$2.15K - $2.74K
|
1.97K
$363K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$2.15K - $2.74K
|
16
$2.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16New |
$2.15K - $2.74K
|
16
$2.94K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
13New |
$1.75K - $2.23K
|
13
$2.39K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 11.11% |
$1.48K - $1.88K
|
110
$20.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
11+ 0.41% |
$1.48K - $1.88K
|
2.72K
$499K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$942 - $1.2K
|
7
$1.29K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 2.17% |
$942 - $1.2K
|
330
$60.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.33% |
$807 - $1.03K
|
1.8K
$332K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
5+ 0.01% |
$673 - $857
|
45.2K
$8.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 25.0% |
$404 - $514
|
15
$2.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$404 - $514
|
3
$552
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 100.0% |
$404 - $514
|
6
$1.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 11.76% |
$269 - $343
|
19
$3.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.05% |
$269 - $343
|
4.01K
$736K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 3.92% |
$269 - $343
|
53
$9.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.34% |
$269 - $343
|
151
$27.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.34% |
$269 - $343
|
151
$27.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 12.5% |
$135 - $171
|
9
$1.66K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$135 - $171
|
1
$184
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.33% |
$135 - $171
|
303
$55.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 9.09% |
$135 - $171
|
10
$1.84K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 1.52% |
$269 - $343
|
130
$23.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 9.68% |
$404 - $514
|
28
$5.15K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 0.14% |
$404 - $514
|
2.2K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.15% |
$404 - $514
|
2.07K
$380K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 72.73% |
$1.08K - $1.37K
|
3
$552
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 15.75% |
$2.69K - $3.43K
|
107
$19.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-23- 1.08% |
$3.09K - $3.94K
|
2.1K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-24- 0.58% |
$3.23K - $4.11K
|
4.12K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30- 0.34% |
$4.04K - $5.14K
|
8.8K
$1.62M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-35- 0.57% |
$4.71K - $6K
|
6.1K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-36- 1.75% |
$4.84K - $6.17K
|
2.02K
$371K
|