Purchases and Sales Made in Q2 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
82+ 20.87% |
$13.6K - $15.7K
|
475
$73.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
79+ 6.71% |
$13.1K - $15.1K
|
1.26K
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$12.4K - $14.4K
|
75
$11.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
71+ 0.89% |
$11.8K - $13.6K
|
8.06K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
68+ 4.7% |
$11.3K - $13K
|
1.52K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
62+ 3100.0% |
$10.3K - $11.9K
|
64
$9.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 0.83% |
$10.3K - $11.9K
|
7.49K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
58+ 2900.0% |
$9.62K - $11.1K
|
60
$9.28K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
53+ 2.16% |
$8.79K - $10.1K
|
2.5K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45+ 2.32% |
$7.46K - $8.61K
|
1.99K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
35New |
$5.8K - $6.7K
|
35
$5.41K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 1.1% |
$5.64K - $6.51K
|
3.12K
$483K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 2.07% |
$5.64K - $6.51K
|
1.68K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 1.1% |
$5.64K - $6.51K
|
3.12K
$483K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 660.0% |
$5.47K - $6.32K
|
38
$5.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$4.98K - $5.74K
|
30
$4.64K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
24+ 0.89% |
$3.98K - $4.59K
|
2.72K
$421K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.99K - $2.3K
|
2.94K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12+ 0.4% |
$1.99K - $2.3K
|
2.99K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 20.45% |
$1.49K - $1.72K
|
53
$8.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
9+ 13.64% |
$1.49K - $1.72K
|
75
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
8+ 0.45% |
$1.33K - $1.53K
|
1.78K
$275K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$829 - $957
|
5
$773
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5+ 0.44% |
$829 - $957
|
1.14K
$176K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.82% |
$829 - $957
|
279
$43.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 150.0% |
$498 - $574
|
5
$773
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$166 - $191
|
14
$2.17K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 4.76% |
$166 - $191
|
20
$3.09K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1- 0.08% |
$166 - $191
|
1.28K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1- 0.07% |
$166 - $191
|
1.49K
$230K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$332 - $383
|
5
$773
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4- 0.74% |
$663 - $766
|
536
$82.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 3.05% |
$663 - $766
|
127
$19.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.76% |
$663 - $766
|
223
$34.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-6- 1.85% |
$995 - $1.15K
|
319
$49.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 7.34% |
$1.33K - $1.53K
|
101
$15.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.15% |
$1.33K - $1.53K
|
5.44K
$842K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 4.69% |
$1.99K - $2.3K
|
244
$37.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 4.61% |
$2.65K - $3.06K
|
331
$51.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 6.09% |
$2.82K - $3.25K
|
262
$40.5K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-18- 0.6% |
$2.99K - $3.45K
|
2.99K
$462K
|
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-19- 0.03% |
$3.15K - $3.64K
|
58.2K
$9M
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-29- 1.32% |
$4.81K - $5.55K
|
2.18K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-38- 1.9% |
$6.3K - $7.27K
|
1.96K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-41- 3.49% |
$6.8K - $7.85K
|
1.14K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-44- 0.32% |
$7.3K - $8.42K
|
13.6K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-46- 0.32% |
$7.63K - $8.8K
|
14.5K
$2.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-65- 10.2% |
$10.8K - $12.4K
|
572
$88.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-70- 0.61% |
$11.6K - $13.4K
|
11.4K
$1.77M
|