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 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.48K- 5.41% |
$248K - $321K
|
25.9K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.6KNew |
$435K - $562K
|
2.6K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71KNew |
$11.9M - $15.4M
|
71K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-82- 49.1% |
$13.7K - $17.8K
|
85
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.5KNew |
$7.46M - $9.65M
|
44.5K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-650- 29.76% |
$109K - $141K
|
1.53K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 47.06% |
$2.68K - $3.47K
|
50
$7.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.19K- 5.36% |
$199K - $258K
|
21K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Factorial Partners, LLC
|
BUY
|
- |
700+ 6.54% |
$117K - $152K
|
11.4K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
27+ 0.95% |
$4.52K - $5.85K
|
2.87K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
52.1K+ 168.79% |
$8.72M - $11.3M
|
82.9K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 29.73% |
$1.84K - $2.38K
|
26
$3.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
66+ 25.29% |
$11.1K - $14.3K
|
327
$49.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
129+ 108.4% |
$21.6K - $28K
|
248
$37.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 59.42% |
$6.87K - $8.88K
|
110
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.93K+ 1520.37% |
$825K - $1.07M
|
5.25K
$790K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 33.33% |
$837 - $1.08K
|
10
$1.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-747- 3.79% |
$125K - $162K
|
18.9K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-247- 2.95% |
$41.4K - $53.5K
|
8.12K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-496- 3.47% |
$83.1K - $107K
|
13.8K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-912- 18.1% |
$153K - $198K
|
4.13K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-68.5K- 46.02% |
$11.5M - $14.8M
|
80.3K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
75New |
$12.6K - $16.3K
|
75
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 7.14% |
$2.34K - $3.03K
|
182
$27.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
91.3KNew |
$15.3M - $19.8M
|
91.3K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.67K+ 56.03% |
$447K - $578K
|
7.43K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 16.82% |
$77.2K - $99.9K
|
2.28K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
65+ 5.34% |
$10.9K - $14.1K
|
1.28K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-663- 3.9% |
$111K - $144K
|
16.3K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
585+ 390.0% |
$98K - $127K
|
735
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
862+ 1.82% |
$144K - $187K
|
48.3K
$7.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-10K- 6.49% |
$1.68M - $2.17M
|
144K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.97K- 1.55% |
$330K - $427K
|
126K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76- 36.89% |
$12.7K - $16.5K
|
130
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
14.7KNew |
$2.45M - $3.18M
|
14.7K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 2.96% |
$6.87K - $8.88K
|
1.43K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-700- 1.39% |
$117K - $152K
|
49.6K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 333.33% |
$3.35K - $4.33K
|
26
$3.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.91K- 1.56% |
$319K - $413K
|
121K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 8.7% |
$670 - $867
|
42
$6.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-64- 13.65% |
$10.7K - $13.9K
|
405
$61K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$167 - $217
|
29
$4.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$335 - $433
|
2
$301
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-40- 1.44% |
$6.7K - $8.67K
|
2.73K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-7.82K- 12.03% |
$1.31M - $1.7M
|
57.2K
$8.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.51% |
$67K - $86.7K
|
11K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-40.5K- 99.15% |
$6.79M - $8.78M
|
348
$52.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 11.11% |
$335 - $433
|
20
$3.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$502 - $650
|
3
$452
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.64% |
$2.18K - $2.82K
|
2.05K
$309K
|