Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$2,722
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$2,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13
shares
|
$2,359
0.0% of portfolio
|
Q1 2023
Reduced 95.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
11
shares
|
$1,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$1,996
0.0% of portfolio
|
Q3 2021
Reduced 15.38%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9
shares
|
$1,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
7
shares
|
$1,270
0.0% of portfolio
|
Q2 2024
Reduced 92.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7
shares
|
$1,270
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6
shares
|
$1,089
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$1,089
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$907
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5
shares
|
$907
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5
shares
|
$907
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
4
shares
|
$726
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$363
0.0% of portfolio
|
Q2 2024
Reduced 77.78%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$181
0.0% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$181
0.0% of portfolio
|
Q3 2024
New holding
|