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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 1.13% |
$3.02K - $3.78K
|
1.61K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$240K - $300K
|
1.43K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86- 77.48% |
$14.4K - $18K
|
25
$3.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-435- 27.8% |
$73.1K - $91.2K
|
1.13K
$155K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-47- 4.05% |
$7.9K - $9.86K
|
1.11K
$152K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123- 84.83% |
$20.8K - $29.8K
|
22
$3.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.5KNew |
$1.27M - $1.82M
|
7.5K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
50.6KNew |
$8.57M - $12.2M
|
50.6K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
721+ 18.49% |
$122K - $175K
|
4.62K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$169 - $242
|
1
$137
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Right Capital Management, L.P.
Darien, CT |
BUY
|
- |
29.8K+ 245.94% |
$5.05M - $7.23M
|
42K
$5.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.4KNew |
$3.97M - $5.67M
|
23.4K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02KClosed |
$173K - $247K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$2.92M - $4.18M
|
17.3K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.22K- 67.86% |
$545K - $779K
|
1.52K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.5KNew |
$424K - $606K
|
2.5K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.12KNew |
$359K - $513K
|
2.12K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-5.23K- 15.76% |
$886K - $1.27M
|
28K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.69KNew |
$287K - $410K
|
1.69K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.2K+ 401.32% |
$1.39M - $1.99M
|
10.2K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
15KNew |
$2.54M - $3.63M
|
15K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.99KNew |
$507K - $725K
|
2.99K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13+ 59.09% |
$2.2K - $3.15K
|
35
$4.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Lts One Management LP
|
BUY
|
- |
50KNew |
$8.47M - $12.1M
|
50K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.4K- 82.18% |
$745K - $1.06M
|
953
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.48K+ 33.65% |
$759K - $1.09M
|
17.8K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
44+ 2.78% |
$7.45K - $10.7K
|
1.63K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-6K- 42.25% |
$1.02M - $1.45M
|
8.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19New |
$3.22K - $4.6K
|
19
$2.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-137K- 3.54% |
$23.1M - $33.1M
|
3.72M
$509M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
5.81KNew |
$985K - $1.41M
|
5.81K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.8KNew |
$305K - $436K
|
1.8K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.7KNew |
$288K - $412K
|
1.7K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.47KNew |
$249K - $355K
|
1.47K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.5K+ 7.55% |
$254K - $364K
|
21.4K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-14.3K- 40.76% |
$2.43M - $3.47M
|
20.8K
$2.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 0.86% |
$4.07K - $5.81K
|
2.78K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
45New |
$7.62K - $10.9K
|
45
$6.16K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-66- 0.29% |
$11.2K - $16K
|
22.5K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.37KNew |
$232K - $332K
|
1.37K
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33New |
$5.59K - $7.99K
|
33
$4.52K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
812+ 80.96% |
$138K - $197K
|
1.82K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.81K- 58.17% |
$476K - $681K
|
2.02K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42+ 26.25% |
$7.11K - $10.2K
|
202
$27.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$2.03K - $2.91K
|
12
$1.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 8.84% |
$2.71K - $3.88K
|
197
$27K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 77.78% |
$1.19K - $1.7K
|
2
$274
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.22K+ 78.41% |
$545K - $779K
|
7.32K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 87.5% |
$1.19K - $1.7K
|
1
$137
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6New |
$1.02K - $1.45K
|
6
$821
|
|