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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.1K- 1.85% |
$351K - $454K
|
111K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.5KNew |
$586K - $758K
|
3.5K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-240- 1.96% |
$40.2K - $52K
|
12K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-26.5K- 2.91% |
$4.44M - $5.74M
|
883K
$133M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$1K - $1.3K
|
6
$903
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.65KNew |
$1.11M - $1.44M
|
6.65K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$181K - $234K
|
14K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.53K- 2.0% |
$257K - $332K
|
75.3K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-16- 6.96% |
$2.68K - $3.47K
|
214
$32.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
598+ 33.69% |
$100K - $130K
|
2.37K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-235- 4.93% |
$39.4K - $50.9K
|
4.54K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-225- 2.13% |
$37.7K - $48.8K
|
10.4K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
70+ 0.63% |
$11.7K - $15.2K
|
11.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-121- 63.02% |
$20.3K - $26.2K
|
71
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 27.63% |
$7.03K - $9.1K
|
110
$16.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.25KNew |
$209K - $271K
|
1.25K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.3KNew |
$5.91M - $7.65M
|
35.3K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
638+ 53.75% |
$107K - $138K
|
1.83K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.05KNew |
$679K - $878K
|
4.05K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
53+ 0.64% |
$8.87K - $11.5K
|
8.29K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-9- 0.47% |
$1.51K - $1.95K
|
1.92K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$8.37K - $10.8K
|
50
$7.53K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
840+ 38.16% |
$141K - $182K
|
3.04K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.28K+ 1635.77% |
$1.39M - $1.79M
|
8.78K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 30.0% |
$502 - $650
|
7
$1.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
283+ 12.76% |
$47.4K - $61.3K
|
2.5K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 4.24% |
$837 - $1.08K
|
113
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-36- 0.73% |
$6.03K - $7.8K
|
4.88K
$734K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
221+ 552.5% |
$37K - $47.9K
|
261
$39.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 4.91% |
$2.18K - $2.82K
|
278
$41.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-774- 24.05% |
$130K - $168K
|
2.44K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$381K - $493K
|
2.28K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.23KNew |
$876K - $1.13M
|
5.23K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-374- 10.13% |
$62.6K - $81K
|
3.32K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.14KNew |
$191K - $248K
|
1.14K
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.01K+ 239.86% |
$168K - $218K
|
1.42K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.69KNew |
$283K - $366K
|
1.69K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-535- 3.3% |
$89.6K - $116K
|
15.7K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1- 0.03% |
$167 - $217
|
2.95K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.83K+ 265.15% |
$642K - $831K
|
5.28K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.66KNew |
$1.12M - $1.44M
|
6.66K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$316K - $410K
|
1.89K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-15.3K- 92.35% |
$2.56M - $3.31M
|
1.26K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
455+ 16.04% |
$76.2K - $98.6K
|
3.29K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 98.72% |
$12.9K - $16.7K
|
1
$151
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-130- 46.43% |
$21.8K - $28.2K
|
150
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$335 - $433
|
2
$301
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-23- 4.5% |
$3.85K - $4.98K
|
488
$73.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.36K- 25.58% |
$1.07M - $1.38M
|
18.5K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 5.56% |
$167 - $217
|
19
$2.86K
|