Latest Institutional Purchases of Wex Inc. (WEX)
This list provides information on the latest institutional transactions involving Wex Inc. (WEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
10+ 0.5% |
$1.49K - $1.76K
|
2.02K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8New |
$1.19K - $1.41K
|
8
$1.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8New |
$1.19K - $1.41K
|
8
$1.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 1.86% |
$1.04K - $1.23K
|
383
$52.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 43.75% |
$1.04K - $1.23K
|
23
$3.15K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
6+ 13.95% |
$895 - $1.06K
|
49
$6.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$597 - $705
|
4
$548
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 66.67% |
$597 - $705
|
10
$1.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.33% |
$448 - $529
|
229
$31.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.12% |
$298 - $353
|
1.71K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.13% |
$298 - $353
|
1.56K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.67% |
$298 - $353
|
32
$4.38K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$298 - $353
|
2
$274
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$149 - $176
|
1
$137
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
1+ 0.12% |
$149 - $176
|
812
$111K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
36.4KNew |
$4.13M - $5.89M
|
36.4K
$4.98M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 117.18% |
$2.92M - $4.16M
|
47.7K
$6.53M
|
|
|
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 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.63KNew |
$1.09M - $1.56M
|
9.63K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.25KNew |
$1.05M - $1.5M
|
9.25K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.1K+ 76.78% |
$1.03M - $1.47M
|
20.9K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.57KNew |
$972K - $1.39M
|
8.57K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.24KNew |
$821K - $1.17M
|
7.24K
$991K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.65KNew |
$641K - $914K
|
5.65K
$774K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.27KNew |
$370K - $528K
|
3.27K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.74KNew |
$311K - $443K
|
2.74K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.7KNew |
$306K - $437K
|
2.7K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.35KNew |
$266K - $380K
|
2.35K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.3KNew |
$261K - $373K
|
2.3K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$243K - $346K
|
2.14K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.84KNew |
$209K - $298K
|
1.84K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.82KNew |
$206K - $294K
|
1.82K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1.7KNew |
$193K - $275K
|
1.7K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
868New |
$98.5K - $140K
|
868
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
505+ 32.23% |
$57.3K - $81.7K
|
2.07K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
402New |
$45.6K - $65K
|
402
$55K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
400New |
$45.4K - $64.7K
|
400
$54.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 6.25% |
$45.4K - $64.7K
|
6.8K
$931K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
371New |
$42.1K - $60K
|
371
$50.8K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
300+ 150.0% |
$34K - $48.5K
|
500
$68.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
235New |
$26.7K - $38K
|
235
$32.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
223+ 17.04% |
$25.3K - $36.1K
|
1.53K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
158+ 282.14% |
$17.9K - $25.6K
|
214
$29.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
156+ 31.97% |
$17.7K - $25.2K
|
644
$88.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
143New |
$16.2K - $23.1K
|
143
$19.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 65.38% |
$3.86K - $5.5K
|
86
$11.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 145.0% |
$3.29K - $4.69K
|
49
$6.71K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 0.99% |
$2.38K - $3.4K
|
2.15K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18New |
$2.04K - $2.91K
|
18
$2.46K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.93K - $2.75K
|
17
$2.33K
|
|