Purchases and Sales Made in Q4 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
66+ 25.29% |
$11.1K - $14.3K
|
327
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
65+ 5.34% |
$10.9K - $14.1K
|
1.28K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
60+ 2.07% |
$10K - $13K
|
2.97K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
54New |
$9.04K - $11.7K
|
54
$8.26K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
53+ 0.64% |
$8.87K - $11.5K
|
8.29K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$8.37K - $10.8K
|
50
$7.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 59.42% |
$6.87K - $8.88K
|
110
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 2.96% |
$6.87K - $8.88K
|
1.43K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$5.53K - $7.15K
|
33
$5.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 30.0% |
$5.02K - $6.5K
|
130
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 8.58% |
$4.86K - $6.28K
|
367
$56.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
27+ 0.95% |
$4.52K - $5.85K
|
2.87K
$438K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 60.61% |
$3.35K - $4.33K
|
53
$8.1K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
20+ 37.74% |
$3.35K - $4.33K
|
73
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 333.33% |
$3.35K - $4.33K
|
26
$3.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.31% |
$2.85K - $3.68K
|
5.49K
$840K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 47.06% |
$2.68K - $3.47K
|
50
$7.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 19.51% |
$2.68K - $3.47K
|
98
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13New |
$2.18K - $2.82K
|
13
$1.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 4.91% |
$2.18K - $2.82K
|
278
$42.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.64% |
$2.18K - $2.82K
|
2.05K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
8+ 0.7% |
$1.34K - $1.73K
|
1.15K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$1K - $1.3K
|
6
$917
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$1K - $1.3K
|
6
$917
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 12.82% |
$837 - $1.08K
|
44
$6.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$837 - $1.08K
|
5
$764
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$502 - $650
|
3
$459
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 11.11% |
$335 - $433
|
20
$3.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$335 - $433
|
2
$306
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$335 - $433
|
2
$306
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$167 - $217
|
2.52K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$167 - $217
|
1
$153
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 5.56% |
$167 - $217
|
19
$2.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$167 - $217
|
1
$153
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$167 - $217
|
29
$4.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1- 0.03% |
$167 - $217
|
2.95K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 11.11% |
$167 - $217
|
8
$1.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 30.0% |
$502 - $650
|
7
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3- 0.05% |
$502 - $650
|
5.49K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 3.7% |
$670 - $867
|
104
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 8.7% |
$670 - $867
|
42
$6.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4- 0.16% |
$670 - $867
|
2.48K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 33.33% |
$837 - $1.08K
|
10
$1.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 4.24% |
$837 - $1.08K
|
113
$17.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-7- 25.93% |
$1.17K - $1.52K
|
20
$3.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-9- 0.47% |
$1.51K - $1.95K
|
1.92K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.62% |
$1.67K - $2.17K
|
1.61K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 29.73% |
$1.84K - $2.38K
|
26
$3.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11- 0.66% |
$1.84K - $2.38K
|
1.64K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 15.58% |
$2.01K - $2.6K
|
65
$9.94K
|