Purchases and Sales Made in Q1 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q1 2024. 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 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.18KNew |
$813K - $993K
|
4.18K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.72K+ 96.08% |
$724K - $884K
|
7.6K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55K+ 20.33% |
$690K - $843K
|
21K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.53K+ 2.24% |
$687K - $839K
|
161K
$24.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3K+ 7.11% |
$642K - $785K
|
49.8K
$7.7M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.3KNew |
$641K - $784K
|
3.3K
$510K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 206.67% |
$621K - $758K
|
4.74K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.97K+ 215.36% |
$578K - $706K
|
4.35K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.95KNew |
$573K - $701K
|
2.95K
$456K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.9K+ 229.69% |
$564K - $689K
|
4.16K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$545K - $665K
|
2.8K
$433K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.75KNew |
$534K - $653K
|
2.75K
$425K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 31.81% |
$519K - $634K
|
11.1K
$1.71M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 31.81% |
$519K - $634K
|
11.1K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.47K+ 71.47% |
$481K - $587K
|
5.93K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.26KNew |
$440K - $537K
|
2.26K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2KNew |
$388K - $474K
|
2K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.96K+ 10.79% |
$380K - $465K
|
20.1K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.95K+ 57.23% |
$378K - $462K
|
5.35K
$827K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 420.63% |
$361K - $441K
|
2.3K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.8KNew |
$351K - $428K
|
1.8K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$304K - $371K
|
1.56K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 20.38% |
$301K - $367K
|
9.13K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 58.84% |
$289K - $353K
|
4.02K
$621K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.42KNew |
$276K - $338K
|
1.42K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$267K - $327K
|
1.38K
$213K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.36K+ 15.15% |
$265K - $324K
|
10.4K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35KNew |
$263K - $322K
|
1.35K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.29K+ 428.33% |
$250K - $305K
|
1.59K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.18KNew |
$229K - $279K
|
1.18K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.16K+ 3.53% |
$226K - $276K
|
34.1K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.14KNew |
$222K - $271K
|
1.14K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.12KNew |
$218K - $266K
|
1.12K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.1KNew |
$213K - $260K
|
1.1K
$169K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05KNew |
$204K - $249K
|
1.05K
$162K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.03KNew |
$201K - $246K
|
1.03K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
988New |
$192K - $235K
|
988
$153K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
977New |
$190K - $232K
|
977
$151K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
970New |
$189K - $230K
|
970
$150K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
970New |
$189K - $230K
|
970
$150K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
958New |
$186K - $228K
|
958
$148K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
911New |
$177K - $216K
|
911
$141K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
905New |
$176K - $215K
|
905
$140K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
894New |
$174K - $212K
|
894
$138K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
889New |
$173K - $211K
|
889
$137K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
881+ 8.67% |
$171K - $209K
|
11K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
879+ 4.65% |
$171K - $209K
|
19.8K
$3.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
864New |
$168K - $205K
|
864
$134K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
805+ 64.97% |
$156K - $191K
|
2.04K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
734+ 43.2% |
$143K - $174K
|
2.43K
$376K
|