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 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.07KClosed |
$175K - $217K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-24.8KClosed |
$4.07M - $5.03M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-690Closed |
$113K - $140K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-20.5KClosed |
$3.37M - $4.16M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 17.51% |
$181K - $224K
|
7.4K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$3.28K - $4.06K
|
20
$3.01K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36KClosed |
$223K - $275K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 15.38% |
$328 - $406
|
11
$1.66K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-300Closed |
$49.3K - $60.9K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-24Closed |
$3.94K - $4.87K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-21K- 80.67% |
$3.94M - $4.8M
|
5.03K
$756K
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$469K - $573K
|
2.5K
$376K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
7.48KNew |
$1.4M - $1.71M
|
7.48K
$1.13M
|
|
Aug 16, 2021
Q2 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-40KClosed |
$7.51M - $9.16M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14Closed |
$2.63K - $3.21K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.36KNew |
$1.01M - $1.23M
|
5.36K
$807K
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.84KClosed |
$533K - $650K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.58KClosed |
$485K - $592K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-209KClosed |
$39.3M - $47.9M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-270KClosed |
$50.6M - $61.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tremblant Capital Group
Stamford, CT |
SELL
|
- |
-307KClosed |
$57.7M - $70.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40Closed |
$7.51K - $9.16K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$376 - $458
|
2
$301
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
CALL |
840New |
$158K - $192K
|
840
$126K
|
|
Aug 13, 2021
Q2 2021
|
Cartenna Capital, LP
Stamford, CT |
SELL
|
- |
-34KClosed |
$6.38M - $7.79M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29Closed |
$5.45K - $6.64K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-94.6KClosed |
$17.8M - $21.7M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19KClosed |
$3.58M - $4.36M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.74KClosed |
$327K - $398K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
SELL
|
- |
-996Closed |
$187K - $228K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Td Asset Management Inc
|
SELL
|
- |
-52KClosed |
$9.76M - $11.9M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.75KClosed |
$891K - $1.09M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.17KClosed |
$596K - $726K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.17KClosed |
$219K - $267K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-30Closed |
$5.63K - $6.87K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1Closed |
$188 - $229
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$18.8K - $22.9K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.02KClosed |
$191K - $232K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15Closed |
$2.82K - $3.44K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-72Closed |
$13.5K - $16.6K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-5.85KClosed |
$1.09M - $1.34M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.01KClosed |
$189K - $232K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-30.8KClosed |
$5.77M - $7.09M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-48KClosed |
$8.99M - $11M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
- |
-19.7KClosed |
$3.69M - $4.54M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$393K - $482K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33Closed |
$6.18K - $7.59K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-64.6KClosed |
$12.1M - $14.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-10.6KClosed |
$1.99M - $2.44M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-1KClosed |
$187K - $230K
|
0
$0
|