Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 462 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
121
shares
|
$22,029
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
119
shares
|
$21,665
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
113
shares
|
$20,572
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
110
shares
|
$20,026
0.0% of portfolio
|
Q4 2024
Reduced 27.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
108
shares
|
$19,662
0.0% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
101
shares
|
$18,388
0.0% of portfolio
|
Q1 2024
Added 359.09%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$18,206
0.0% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$18,206
0.0% of portfolio
|
Q3 2024
Added 36.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$18,206
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
97
shares
|
$17,659
0.0% of portfolio
|
Q4 2023
Reduced 95.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
82
shares
|
$14,928
0.0% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$14,928
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
77
shares
|
$14,018
0.0% of portfolio
|
Q3 2024
Reduced 85.5%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
75
shares
|
$13,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
71
shares
|
$12,926
0.0% of portfolio
|
Q4 2024
Reduced 63.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
67
shares
|
$12,198
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$12,015
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
53
shares
|
$9,649
0.0% of portfolio
|
Q4 2024
Added 60.61%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
53
shares
|
$9,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
50
shares
|
$9,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$8,920
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
43
shares
|
$7,828
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
42
shares
|
$7,646
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
39
shares
|
$7,100
0.0% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
38
shares
|
$6,918
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|