Purchases and Sales Made in Q4 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 2023. 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, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 19.72% |
$9.15K - $11K
|
340
$51.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53+ 89.83% |
$8.66K - $10.4K
|
112
$16.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
51+ 15.64% |
$8.33K - $10K
|
377
$56.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
47+ 3.13% |
$7.68K - $9.24K
|
1.55K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
43New |
$7.02K - $8.45K
|
43
$6.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
41+ 0.6% |
$6.7K - $8.06K
|
6.89K
$1.04M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38New |
$6.21K - $7.47K
|
38
$5.72K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
36+ 0.21% |
$5.88K - $7.07K
|
17.2K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 194.12% |
$5.39K - $6.48K
|
50
$7.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.39K - $6.48K
|
33
$4.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
31+ 0.42% |
$5.06K - $6.09K
|
7.45K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 10.0% |
$5.06K - $6.09K
|
341
$51.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27New |
$4.41K - $5.31K
|
27
$4.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25+ 17.24% |
$4.08K - $4.91K
|
170
$25.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24New |
$3.92K - $4.72K
|
24
$3.61K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22New |
$3.59K - $4.32K
|
22
$3.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 1.11% |
$3.43K - $4.13K
|
1.92K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20New |
$3.27K - $3.93K
|
20
$3.01K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 8.03% |
$3.27K - $3.93K
|
269
$40.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 19.79% |
$3.1K - $3.73K
|
115
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
18New |
$2.94K - $3.54K
|
18
$2.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18New |
$2.94K - $3.54K
|
18
$2.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17+ 0.88% |
$2.78K - $3.34K
|
1.95K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15New |
$2.45K - $2.95K
|
15
$2.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.33% |
$2.12K - $2.55K
|
3.96K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 61.9% |
$2.12K - $2.55K
|
34
$5.12K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$1.8K - $2.16K
|
11
$1.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$1.31K - $1.57K
|
8
$1.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7New |
$1.14K - $1.38K
|
7
$1.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$817 - $982
|
5
$753
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$817 - $982
|
5
$753
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5+ 0.42% |
$817 - $982
|
1.19K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5+ 0.05% |
$817 - $982
|
10.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5+ 0.4% |
$817 - $982
|
1.26K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 2.47% |
$653 - $786
|
166
$25K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$653 - $786
|
4
$602
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$490 - $589
|
3
$452
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$327 - $393
|
5.48K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$163 - $196
|
6.28K
$945K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$163 - $196
|
1
$151
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.26% |
$163 - $196
|
18
$2.71K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.84% |
$163 - $196
|
118
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.33% |
$163 - $196
|
74
$11.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 14.29% |
$490 - $589
|
18
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 16.67% |
$653 - $786
|
20
$3.01K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.2% |
$653 - $786
|
1.95K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-7- 0.25% |
$1.14K - $1.38K
|
2.74K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-8- 1.79% |
$1.31K - $1.57K
|
438
$66K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-10- 0.79% |
$1.63K - $1.96K
|
1.25K
$189K
|