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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$267K - $327K
|
1.38K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35KNew |
$263K - $322K
|
1.35K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.18KNew |
$229K - $279K
|
1.18K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.12KNew |
$218K - $266K
|
1.12K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05KNew |
$204K - $249K
|
1.05K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
1KNew |
$194K - $238K
|
1K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
988New |
$192K - $235K
|
988
$157K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
970New |
$189K - $230K
|
970
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
970New |
$189K - $230K
|
970
$155K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
958New |
$186K - $228K
|
958
$153K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
889New |
$173K - $211K
|
889
$142K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
864New |
$168K - $205K
|
864
$138K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
325New |
$63.2K - $77.2K
|
325
$51.8K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
269New |
$52.3K - $63.9K
|
269
$42.9K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
254New |
$49.4K - $60.3K
|
254
$40.5K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153+ 13.09% |
$29.7K - $36.3K
|
1.32K
$211K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
121New |
$23.5K - $28.7K
|
121
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
98New |
$19.1K - $23.3K
|
98
$15.6K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
79+ 359.09% |
$15.4K - $18.8K
|
101
$16.1K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
70+ 0.09% |
$13.6K - $16.6K
|
82.1K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
35New |
$6.8K - $8.31K
|
35
$5.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25New |
$4.86K - $5.94K
|
25
$3.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
20New |
$3.89K - $4.75K
|
20
$3.19K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17New |
$3.3K - $4.04K
|
17
$2.71K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$1.56K - $1.9K
|
8
$1.27K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
71.2K+ 102.95% |
$11.6M - $14M
|
140K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
52.2K+ 387.25% |
$8.52M - $10.2M
|
65.6K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10KNew |
$1.64M - $1.97M
|
10K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
BUY
|
- |
7.81K+ 25.46% |
$1.28M - $1.53M
|
38.5K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.18KNew |
$519K - $624K
|
3.18K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$485K - $583K
|
2.97K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.8KNew |
$458K - $551K
|
2.8K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.78K+ 19.2% |
$454K - $546K
|
17.2K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$293K - $353K
|
1.8K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.22KNew |
$200K - $240K
|
1.22K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08KNew |
$176K - $211K
|
1.08K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
641+ 38.85% |
$105K - $126K
|
2.29K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
206+ 15.57% |
$33.6K - $40.5K
|
1.53K
$244K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117New |
$19.1K - $23K
|
117
$18.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
72+ 4.33% |
$11.8K - $14.1K
|
1.73K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
43New |
$7.02K - $8.45K
|
43
$6.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24New |
$3.92K - $4.72K
|
24
$3.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$1.31K - $1.57K
|
8
$1.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7New |
$1.14K - $1.38K
|
7
$1.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$817 - $982
|
5
$797
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$653 - $786
|
4
$637
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$490 - $589
|
3
$478
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
27.1KNew |
$4.91M - $5.49M
|
27.1K
$4.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.92KNew |
$1.44M - $1.61M
|
7.92K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$742K - $831K
|
4.09K
$652K
|
|