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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.21K- 7.08% |
$180K - $213K
|
15.8K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
74+ 2.98% |
$11K - $13K
|
2.56K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 36.67% |
$4.92K - $5.82K
|
57
$7.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
1+ 0.12% |
$149 - $176
|
812
$111K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.22% |
$149 - $176
|
457
$62.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12+ 0.08% |
$1.79K - $2.12K
|
15.7K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.38KNew |
$206K - $243K
|
1.38K
$189K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
96New |
$14.3K - $16.9K
|
96
$13.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 50.0% |
$149K - $176K
|
1K
$137K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-6.76K- 67.48% |
$1.01M - $1.19M
|
3.26K
$446K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
6+ 13.95% |
$895 - $1.06K
|
49
$6.71K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.76% |
$14.9K - $17.6K
|
2.56K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-18- 48.65% |
$2.69K - $3.17K
|
19
$2.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.1K- 33.28% |
$910K - $1.08M
|
12.2K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.43% |
$14.9K - $17.6K
|
6.91K
$946K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91- 4.87% |
$13.6K - $16K
|
1.78K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.04% |
$14.9K - $17.6K
|
9.5K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-891- 14.3% |
$133K - $157K
|
5.34K
$731K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.33% |
$448 - $529
|
229
$31.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
475+ 5.37% |
$70.9K - $83.7K
|
9.32K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.5K+ 22.32% |
$224K - $264K
|
8.22K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-6- 0.44% |
$895 - $1.06K
|
1.36K
$187K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.68K- 23.73% |
$1.29M - $1.53M
|
27.9K
$3.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.67% |
$298 - $353
|
32
$4.38K
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-16K- 8.4% |
$2.38M - $2.81M
|
174K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 43.75% |
$1.04K - $1.23K
|
23
$3.15K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
277+ 8.54% |
$41.3K - $48.8K
|
3.52K
$482K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.52KNew |
$674K - $797K
|
4.52K
$619K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-125- 4.7% |
$18.7K - $22K
|
2.54K
$347K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 38.37% |
$268K - $317K
|
2.89K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.43K+ 18.53% |
$214K - $253K
|
9.17K
$1.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$298 - $353
|
2
$274
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 1.82% |
$298 - $353
|
108
$14.8K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 83.33% |
$2.24K - $2.64K
|
3
$411
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
221New |
$33K - $39K
|
221
$30.3K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
300+ 150.0% |
$34K - $48.5K
|
500
$68.5K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 117.18% |
$2.92M - $4.16M
|
47.7K
$6.53M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-23- 29.49% |
$2.61K - $3.72K
|
55
$7.53K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.13K- 13.32% |
$355K - $506K
|
20.4K
$2.79M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 65.38% |
$3.86K - $5.5K
|
86
$11.8K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.5K- 14.85% |
$284K - $405K
|
14.3K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.74KNew |
$311K - $443K
|
2.74K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-81.3K- 86.97% |
$9.22M - $13.2M
|
12.2K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.87K- 43.45% |
$666K - $949K
|
7.63K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
235New |
$26.7K - $38K
|
235
$32.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
36.4KNew |
$4.13M - $5.89M
|
36.4K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.3K+ 351.51% |
$1.28M - $1.82M
|
14.5K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-306- 14.57% |
$34.7K - $49.5K
|
1.79K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
505+ 32.23% |
$57.3K - $81.7K
|
2.07K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
223+ 17.04% |
$25.3K - $36.1K
|
1.53K
$210K
|
|