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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-472- 21.99% |
$85.6K - $95.8K
|
1.67K
$229K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.13KNew |
$205K - $230K
|
1.13K
$155K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$742K - $831K
|
4.09K
$560K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-100- 1.96% |
$18.1K - $20.3K
|
5K
$685K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.07KNew |
$194K - $218K
|
1.07K
$147K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 20.0% |
$181 - $203
|
4
$548
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
87+ 7.89% |
$15.8K - $17.7K
|
1.19K
$163K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2New |
$363 - $406
|
2
$274
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
18New |
$3.26K - $3.65K
|
18
$2.46K
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
27.1KNew |
$4.91M - $5.49M
|
27.1K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.71K- 91.75% |
$311K - $348K
|
154
$21.1K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40New |
$7.25K - $8.12K
|
40
$5.48K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.55KNew |
$257K - $297K
|
1.55K
$212K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.16KClosed |
$192K - $222K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.06K- 16.09% |
$175K - $202K
|
5.5K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-26.1K- 81.44% |
$4.32M - $4.99M
|
5.94K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$4.98K - $5.74K
|
30
$4.11K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
35New |
$5.8K - $6.7K
|
35
$4.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.46KNew |
$740K - $854K
|
4.46K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
206+ 2.03% |
$34.2K - $39.4K
|
10.4K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-475- 25.68% |
$78.8K - $90.9K
|
1.38K
$188K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
- |
55.1KNew |
$9.13M - $10.5M
|
55.1K
$7.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.16K+ 51.37% |
$358K - $413K
|
6.36K
$870K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-221- 4.24% |
$36.7K - $42.3K
|
4.99K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-27.5K- 77.03% |
$4.56M - $5.26M
|
8.2K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$12.4K - $14.4K
|
75
$10.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.72KNew |
$783K - $904K
|
4.72K
$646K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
3.44KNew |
$571K - $659K
|
3.44K
$472K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$829 - $957
|
5
$685
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$166 - $191
|
14
$1.92K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.38KNew |
$221K - $277K
|
1.38K
$189K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$754K - $944K
|
4.69K
$642K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 27.27% |
$965 - $1.21K
|
16
$2.19K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$804 - $1.01K
|
5
$685
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$1.75M - $2.19M
|
10.9K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-18.2K- 44.98% |
$2.93M - $3.67M
|
22.3K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
213+ 10.79% |
$34.3K - $42.9K
|
2.19K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
21KNew |
$3.38M - $4.23M
|
21K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.77KNew |
$1.09M - $1.36M
|
6.77K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$637K - $798K
|
3.96K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.06K- 73.95% |
$331K - $415K
|
726
$99.4K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.28KNew |
$205K - $257K
|
1.28K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.91K+ 143.1% |
$467K - $585K
|
4.94K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-31K- 16.42% |
$4.98M - $6.24M
|
158K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
39KNew |
$6.26M - $7.84M
|
39K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
440New |
$70.8K - $88.6K
|
440
$60.2K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
299+ 19.03% |
$48.1K - $60.2K
|
1.87K
$256K
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-20.2K- 92.85% |
$3.24M - $4.06M
|
1.55K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.23KNew |
$198K - $248K
|
1.23K
$169K
|
|