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 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13- 2.29% |
$2.12K - $2.55K
|
555
$96.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.39% |
$2.29K - $2.75K
|
3.57K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-18- 0.96% |
$2.94K - $3.54K
|
1.86K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.39% |
$3.1K - $3.73K
|
4.8K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-19- 0.2% |
$3.1K - $3.73K
|
9.51K
$1.65M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 45.45% |
$3.27K - $3.93K
|
24
$4.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 45.45% |
$3.27K - $3.93K
|
24
$4.17K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-22- 0.33% |
$3.59K - $4.32K
|
6.68K
$1.16M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-25- 0.88% |
$4.08K - $4.91K
|
2.82K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-25- 0.88% |
$4.08K - $4.91K
|
2.82K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-28- 0.23% |
$4.57K - $5.5K
|
12.1K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 26.09% |
$4.9K - $5.89K
|
85
$14.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-40- 1.6% |
$6.53K - $7.86K
|
2.46K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 5.36% |
$6.86K - $8.25K
|
742
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-45- 44.55% |
$7.35K - $8.84K
|
56
$9.73K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 38.4% |
$7.84K - $9.43K
|
77
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57- 25.22% |
$9.31K - $11.2K
|
169
$29.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61- 4.96% |
$9.96K - $12K
|
1.17K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-67- 3.96% |
$10.9K - $13.2K
|
1.62K
$282K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-68- 2.13% |
$11.1K - $13.4K
|
3.13K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-71- 4.72% |
$11.6K - $14K
|
1.43K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-71- 3.06% |
$11.6K - $14K
|
2.25K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-72- 1.77% |
$11.8K - $14.1K
|
4K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-80- 2.74% |
$13.1K - $15.7K
|
2.84K
$494K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-100- 8.05% |
$16.3K - $19.6K
|
1.14K
$199K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-106- 0.13% |
$17.3K - $20.8K
|
80.4K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-129- 2.89% |
$21.1K - $25.3K
|
4.33K
$752K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 1.8% |
$22.7K - $27.3K
|
7.59K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-146- 2.81% |
$23.8K - $28.7K
|
5.05K
$878K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-164- 9.11% |
$26.8K - $32.2K
|
1.64K
$284K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-164- 9.11% |
$26.8K - $32.2K
|
1.64K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-190- 1.56% |
$31K - $37.3K
|
12K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-197- 1.18% |
$32.2K - $38.7K
|
16.4K
$2.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.64% |
$32.7K - $39.3K
|
12K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-203- 0.61% |
$33.2K - $39.9K
|
33K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-207- 10.1% |
$33.8K - $40.7K
|
1.84K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-207- 0.61% |
$33.8K - $40.7K
|
34K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-213- 2.95% |
$34.8K - $41.9K
|
7.02K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-290- 0.3% |
$47.4K - $57K
|
94.9K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-297- 16.37% |
$48.5K - $58.4K
|
1.52K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-299- 1.48% |
$48.8K - $58.8K
|
19.9K
$3.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-299- 57.95% |
$48.8K - $58.8K
|
217
$37.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-310- 6.97% |
$50.6K - $60.9K
|
4.14K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-324- 2.72% |
$52.9K - $63.7K
|
11.6K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-333- 4.88% |
$54.4K - $65.4K
|
6.49K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-346- 9.82% |
$56.5K - $68K
|
3.18K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-379- 12.42% |
$61.9K - $74.5K
|
2.67K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-384- 1.31% |
$62.7K - $75.5K
|
28.8K
$5.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-400- 5.4% |
$65.3K - $78.6K
|
7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-458- 8.23% |
$74.8K - $90K
|
5.1K
$887K
|