Purchases and Sales Made in Q1 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q1 2023. The information is specifically focused on institutions that hold shares of WEX Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
370+ 217.65% |
$59.5K - $74.5K
|
540
$83.5K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
359+ 14.39% |
$57.7K - $72.3K
|
2.85K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
310+ 2.04% |
$49.8K - $62.4K
|
15.5K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
299+ 19.03% |
$48.1K - $60.2K
|
1.87K
$289K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
289+ 4.58% |
$46.5K - $58.2K
|
6.6K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
284+ 5.76% |
$45.7K - $57.2K
|
5.21K
$806K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
284+ 12.31% |
$45.7K - $57.2K
|
2.59K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
267+ 10.05% |
$42.9K - $53.7K
|
2.93K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
260New |
$41.8K - $52.3K
|
260
$40.2K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$40.2K - $50.3K
|
250
$38.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$40.2K - $50.3K
|
250
$38.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
246+ 2460.0% |
$39.6K - $49.5K
|
256
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
244+ 15.67% |
$39.2K - $49.1K
|
1.8K
$279K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
230+ 4.04% |
$37K - $46.3K
|
5.92K
$916K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
213+ 10.79% |
$34.3K - $42.9K
|
2.19K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$32.2K - $40.3K
|
200
$30.9K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193New |
$31K - $38.8K
|
193
$29.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
167+ 1.34% |
$26.9K - $33.6K
|
12.6K
$1.95M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
144New |
$23.2K - $29K
|
144
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
138+ 7.65% |
$22.2K - $27.8K
|
1.94K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 0.69% |
$20.9K - $26.2K
|
19K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
128+ 23.93% |
$20.6K - $25.8K
|
663
$103K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126+ 6.57% |
$20.3K - $25.4K
|
2.05K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
121+ 4.52% |
$19.5K - $24.4K
|
2.8K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
109+ 495.45% |
$17.5K - $21.9K
|
131
$20.3K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
107+ 4.57% |
$17.2K - $21.5K
|
2.45K
$379K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107+ 142.67% |
$17.2K - $21.5K
|
182
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.3% |
$16.1K - $20.1K
|
7.82K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$14.8K - $18.5K
|
92
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
90+ 29.7% |
$14.5K - $18.1K
|
393
$60.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 31.52% |
$13K - $16.3K
|
338
$52.3K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
80+ 0.55% |
$12.9K - $16.1K
|
14.6K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
79+ 55.63% |
$12.7K - $15.9K
|
221
$34.2K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
76+ 3.65% |
$12.2K - $15.3K
|
2.16K
$333K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
66New |
$10.6K - $13.3K
|
66
$10.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64New |
$10.3K - $12.9K
|
64
$9.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 41.06% |
$9.97K - $12.5K
|
213
$32.9K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
62+ 3.93% |
$9.97K - $12.5K
|
1.64K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
61+ 2.07% |
$9.81K - $12.3K
|
3.01K
$465K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
55+ 1.88% |
$8.84K - $11.1K
|
2.98K
$461K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
50+ 3.58% |
$8.04K - $10.1K
|
1.45K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
49+ 0.55% |
$7.88K - $9.86K
|
9K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
46+ 0.01% |
$7.4K - $9.26K
|
359K
$55.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
44+ 15.66% |
$7.08K - $8.86K
|
325
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 12.3% |
$6.11K - $7.65K
|
347
$53.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 1.19% |
$5.63K - $7.04K
|
2.97K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
31+ 2.49% |
$4.98K - $6.24K
|
1.28K
$197K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 35.29% |
$4.82K - $6.04K
|
115
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
24New |
$3.86K - $4.83K
|
24
$3.71K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 120.0% |
$3.86K - $4.83K
|
44
$6.81K
|