Latest Institutional Transactions on Wex Inc. (WEX)
This table provides information on the latest institutional transactions involving Wex Inc. (WEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-13K- 31.34% |
$1.93M - $2.43M
|
28.5K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
485KNew |
$71.8M - $90.5M
|
485K
$66.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
51+ 3.39% |
$7.56K - $9.53K
|
1.56K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$14.7K - $18.5K
|
1
$137
|
|
|
May 13, 2025
Q1 2025
|
Roubaix Capital, LLC
|
SELL
|
- |
-10.5K- 34.48% |
$1.55M - $1.96M
|
19.9K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
212+ 5.45% |
$31.4K - $39.6K
|
4.1K
$562K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
103+ 3.97% |
$15.3K - $19.2K
|
2.7K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
130+ 76.47% |
$19.3K - $24.3K
|
300
$41.1K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
40.2KNew |
$5.96M - $7.5M
|
40.2K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
11.5KNew |
$1.71M - $2.15M
|
11.5K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$1.33K - $1.68K
|
9
$1.23K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
20K+ 571.26% |
$2.96M - $3.73M
|
23.5K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.59K+ 3180.0% |
$236K - $297K
|
1.64K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$148 - $187
|
1
$137
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94New |
$13.9K - $17.6K
|
94
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-264- 12.48% |
$39.1K - $49.3K
|
1.85K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
1.04K+ 8.45% |
$154K - $194K
|
13.3K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-103- 2.5% |
$15.3K - $19.2K
|
4.02K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 23.08% |
$11.1K - $14K
|
250
$34.2K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 18.52% |
$1.48K - $1.87K
|
64
$8.76K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.9KNew |
$2.06M - $2.59M
|
13.9K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.5KNew |
$370K - $466K
|
2.5K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-6.29K- 63.09% |
$933K - $1.17M
|
3.68K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.77KNew |
$263K - $331K
|
1.77K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.35KNew |
$200K - $251K
|
1.35K
$184K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-82- 84.54% |
$12.2K - $15.3K
|
15
$2.05K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.48K - $1.87K
|
10
$1.37K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$411
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48- 2.34% |
$7.12K - $8.97K
|
2.01K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 19.1% |
$252K - $318K
|
7.2K
$986K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 99.02% |
$209K - $263K
|
14
$1.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$2.22K - $2.8K
|
15
$2.05K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
13.6KNew |
$2.01M - $2.53M
|
13.6K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23- 88.46% |
$3.41K - $4.3K
|
3
$411
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.68KNew |
$249K - $314K
|
1.68K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.13K- 21.65% |
$168K - $211K
|
4.09K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$890 - $1.12K
|
6
$821
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$148 - $187
|
1
$137
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 13.64% |
$2.22K - $2.8K
|
95
$13K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
149New |
$22.1K - $27.8K
|
149
$20.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-446- 11.0% |
$66.1K - $83.3K
|
3.61K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$445 - $560
|
3
$411
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$148 - $187
|
7
$958
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 50.0% |
$148 - $187
|
3
$411
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
12.8KNew |
$2.14M - $2.77M
|
12.8K
$1.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
144New |
$24.1K - $31.2K
|
144
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-133- 1.22% |
$22.3K - $28.8K
|
10.7K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 2.51% |
$530K - $686K
|
123K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11- 0.66% |
$1.84K - $2.38K
|
1.64K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.21K- 84.18% |
$1.04M - $1.35M
|
1.17K
$160K
|
|