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 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
299+ 19.03% |
$48.1K - $60.2K
|
1.87K
$298K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$40.2K - $50.3K
|
250
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
213+ 10.79% |
$34.3K - $42.9K
|
2.19K
$349K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$32.2K - $40.3K
|
200
$31.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200New |
$32.2K - $40.3K
|
200
$31.9K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$14.8K - $18.5K
|
92
$14.7K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
62+ 3.93% |
$9.97K - $12.5K
|
1.64K
$262K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$2.41K - $3.02K
|
15
$2.39K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.25K - $2.82K
|
14
$2.23K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$1.29K - $1.61K
|
8
$1.27K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 66.67% |
$965 - $1.21K
|
15
$2.39K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$804 - $1.01K
|
5
$797
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$804 - $1.01K
|
5
$797
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$161 - $201
|
2
$319
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
428KNew |
$57.6M - $73.4M
|
428K
$68.3M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.56K+ 115.99% |
$210K - $267K
|
2.91K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.38KNew |
$186K - $237K
|
1.38K
$220K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.21KNew |
$163K - $207K
|
1.21K
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.2KNew |
$161K - $206K
|
1.2K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451New |
$60.7K - $77.3K
|
451
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30New |
$4.04K - $5.14K
|
30
$4.78K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18New |
$2.42K - $3.08K
|
18
$2.87K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$2.15K - $2.74K
|
16
$2.55K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
13New |
$1.75K - $2.23K
|
13
$2.07K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$942 - $1.2K
|
7
$1.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.05% |
$269 - $343
|
4.01K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 11.76% |
$269 - $343
|
19
$3.03K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
41.3KNew |
$5.23M - $7.05M
|
41.3K
$6.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
8.99KNew |
$1.14M - $1.53M
|
8.99K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.45K+ 72.11% |
$564K - $760K
|
10.6K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Hill City Capital, LP
Boston, MA |
BUY
|
- |
3K+ 3.66% |
$380K - $512K
|
85K
$13.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.62KNew |
$332K - $448K
|
2.62K
$418K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.37KNew |
$300K - $404K
|
2.37K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.31KNew |
$293K - $395K
|
2.31K
$369K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.07KNew |
$263K - $354K
|
2.07K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.06K+ 104.79% |
$260K - $351K
|
4.02K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.58KNew |
$200K - $270K
|
1.58K
$252K
|
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
864New |
$109K - $147K
|
864
$138K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
340New |
$43.1K - $58K
|
340
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
266New |
$33.7K - $45.4K
|
266
$42.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51New |
$6.46K - $8.7K
|
51
$8.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 53.49% |
$2.91K - $3.92K
|
66
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 6.47% |
$1.39K - $1.88K
|
181
$28.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$633 - $853
|
5
$797
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
25K+ 166.67% |
$3.74M - $4.43M
|
40K
$6.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.9K+ 23.28% |
$3.12M - $3.7M
|
111K
$17.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
11KNew |
$1.65M - $1.95M
|
11K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10.2K+ 16.77% |
$1.53M - $1.81M
|
71K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.66KNew |
$698K - $827K
|
4.66K
$743K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.35KNew |
$651K - $772K
|
4.35K
$694K
|
|