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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117New |
$19.1K - $23K
|
117
$16K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-10- 0.79% |
$1.63K - $1.96K
|
1.25K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
BUY
|
- |
7.81K+ 25.46% |
$1.28M - $1.53M
|
38.5K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.43K- 70.37% |
$233K - $280K
|
600
$82.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.22KNew |
$200K - $240K
|
1.22K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.78K+ 19.2% |
$454K - $546K
|
17.2K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$485K - $583K
|
2.97K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Arex Capital Management, LP
New York, NY |
SELL
|
- |
-6.25K- 25.0% |
$1.02M - $1.23M
|
18.8K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.75K- 71.61% |
$449K - $541K
|
1.09K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$817 - $982
|
5
$685
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-26.2K- 86.15% |
$4.28M - $5.15M
|
4.21K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-13.5K- 74.85% |
$2.21M - $2.66M
|
4.55K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.18KNew |
$519K - $624K
|
3.18K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
71.2K+ 102.95% |
$11.6M - $14M
|
140K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$293K - $353K
|
1.8K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$1.31K - $1.57K
|
8
$1.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
43New |
$7.02K - $8.45K
|
43
$5.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 20.0% |
$2.12K - $2.55K
|
52
$7.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24New |
$3.92K - $4.72K
|
24
$3.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
72+ 4.33% |
$11.8K - $14.1K
|
1.73K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.06K- 60.26% |
$500K - $602K
|
2.02K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08KNew |
$176K - $211K
|
1.08K
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-297- 16.37% |
$48.5K - $58.4K
|
1.52K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.8KNew |
$458K - $551K
|
2.8K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-18- 0.96% |
$2.94K - $3.54K
|
1.86K
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
206+ 15.57% |
$33.6K - $40.5K
|
1.53K
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
52.2K+ 387.25% |
$8.52M - $10.2M
|
65.6K
$8.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10KNew |
$1.64M - $1.97M
|
10K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7New |
$1.14K - $1.38K
|
7
$958
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-207- 0.61% |
$33.8K - $40.7K
|
34K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$490 - $589
|
3
$411
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
641+ 38.85% |
$105K - $126K
|
2.29K
$314K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-77- 98.72% |
$14K - $15.6K
|
1
$137
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.42KNew |
$438K - $491K
|
2.42K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-3.58K- 44.87% |
$649K - $726K
|
4.4K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
3.97KNew |
$719K - $805K
|
3.97K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.19KNew |
$398K - $445K
|
2.19K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.59K+ 132.5% |
$288K - $323K
|
2.79K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.88K- 68.41% |
$885K - $990K
|
2.25K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$476K - $533K
|
2.63K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.03K+ 147.29% |
$730K - $817K
|
6.76K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-464- 36.31% |
$84.1K - $94.2K
|
814
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
278+ 896.77% |
$50.4K - $56.4K
|
309
$42.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
3.18KNew |
$576K - $644K
|
3.18K
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
562+ 43.94% |
$102K - $114K
|
1.84K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
105New |
$19K - $21.3K
|
105
$14.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.34K- 54.03% |
$243K - $272K
|
1.14K
$156K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-23- 4.4% |
$4.17K - $4.67K
|
500
$68.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$544 - $609
|
3
$411
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
123New |
$22.3K - $25K
|
123
$16.8K
|
|