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 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-507- 31.2% |
$81.5K - $102K
|
1.12K
$153K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$14.8K - $18.5K
|
92
$12.6K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.33K- 16.8% |
$214K - $268K
|
6.6K
$904K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$32.2K - $40.3K
|
200
$27.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-22- 6.67% |
$3.54K - $4.43K
|
308
$42.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$161 - $201
|
2
$274
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.25K - $2.82K
|
14
$1.92K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 66.67% |
$965 - $1.21K
|
15
$2.05K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-23- 18.7% |
$3.7K - $4.63K
|
100
$13.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$2.41K - $3.02K
|
15
$2.05K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
500New |
$80.4K - $101K
|
500
$68.5K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-9.72K- 18.56% |
$1.56M - $1.96M
|
42.7K
$5.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$40.2K - $50.3K
|
250
$34.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$32.2K - $40.3K
|
200
$27.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 11.76% |
$269 - $343
|
19
$2.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.05% |
$269 - $343
|
4.01K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30New |
$4.04K - $5.14K
|
30
$4.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
428KNew |
$57.6M - $73.4M
|
428K
$58.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-333K- 57.39% |
$44.9M - $57.1M
|
248K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451New |
$60.7K - $77.3K
|
451
$61.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.9K- 93.5% |
$928K - $1.18M
|
480
$65.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.38KNew |
$186K - $237K
|
1.38K
$189K
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-1.57K- 43.25% |
$212K - $270K
|
2.07K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-379- 87.13% |
$51K - $64.9K
|
56
$7.67K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$942 - $1.2K
|
7
$958
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-79- 0.85% |
$10.6K - $13.5K
|
9.23K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.21KNew |
$163K - $207K
|
1.21K
$166K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.2KNew |
$161K - $206K
|
1.2K
$164K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$2.42K - $3.08K
|
18
$2.46K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$2.15K - $2.74K
|
16
$2.19K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
13New |
$1.75K - $2.23K
|
13
$1.78K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-349- 93.57% |
$44.2K - $59.6K
|
24
$3.29K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-64- 27.59% |
$8.11K - $10.9K
|
168
$23K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 6.47% |
$1.39K - $1.88K
|
181
$24.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-104K- 51.82% |
$13.2M - $17.8M
|
97.1K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.58KNew |
$200K - $270K
|
1.58K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Hill City Capital, LP
Boston, MA |
BUY
|
- |
3K+ 3.66% |
$380K - $512K
|
85K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.31KNew |
$293K - $395K
|
2.31K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 53.49% |
$2.91K - $3.92K
|
66
$9.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-24- 0.25% |
$3.04K - $4.1K
|
9.67K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-1.5K- 0.09% |
$190K - $256K
|
1.64M
$225M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-907- 15.65% |
$115K - $155K
|
4.89K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.06K+ 104.79% |
$260K - $351K
|
4.02K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
266New |
$33.7K - $45.4K
|
266
$36.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.45K+ 72.11% |
$564K - $760K
|
10.6K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51New |
$6.46K - $8.7K
|
51
$6.98K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.37KNew |
$300K - $404K
|
2.37K
$324K
|
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
864New |
$109K - $147K
|
864
$118K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-175- 1.77% |
$22.2K - $29.9K
|
9.7K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
340New |
$43.1K - $58K
|
340
$46.5K
|
|