Purchases and Sales Made in Q3 2022 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 53.49% |
$2.91K - $3.92K
|
66
$10.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 28.75% |
$2.91K - $3.92K
|
103
$15.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21New |
$2.66K - $3.58K
|
21
$3.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 6.47% |
$1.39K - $1.88K
|
181
$28K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 175.0% |
$887 - $1.19K
|
11
$1.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 2.01% |
$887 - $1.19K
|
355
$54.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$633 - $853
|
5
$773
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 14.81% |
$507 - $683
|
31
$4.79K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 50.0% |
$507 - $683
|
12
$1.86K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 0.07% |
$507 - $683
|
6.12K
$947K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3+ 21.43% |
$380 - $512
|
17
$2.63K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$380 - $512
|
3
$464
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 4.08% |
$253 - $341
|
51
$7.89K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$253 - $341
|
2
$309
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 7.14% |
$253 - $341
|
30
$4.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$127 - $171
|
1
$155
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 14.29% |
$127 - $171
|
8
$1.24K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.06% |
$127 - $171
|
1.56K
$241K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$127 - $171
|
4K
$619K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.78% |
$127 - $171
|
127
$19.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 66.67% |
$253 - $341
|
1
$155
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3- 2.07% |
$380 - $512
|
142
$22K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.11% |
$507 - $683
|
3.73K
$577K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.19% |
$507 - $683
|
2.12K
$328K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-6- 0.22% |
$760 - $1.02K
|
2.71K
$418K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 7.69% |
$1.39K - $1.88K
|
132
$20.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 12.39% |
$1.77K - $2.39K
|
99
$15.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$2.53K - $3.41K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-24- 0.25% |
$3.04K - $4.1K
|
9.67K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 75.76% |
$3.17K - $4.27K
|
8
$1.24K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-25- 7.18% |
$3.17K - $4.27K
|
323
$50K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-27- 18.0% |
$3.42K - $4.61K
|
123
$19K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 18.04% |
$5.83K - $7.85K
|
209
$32.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-49- 0.45% |
$6.21K - $8.36K
|
10.9K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50- 1.99% |
$6.33K - $8.53K
|
2.46K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59- 0.08% |
$7.47K - $10.1K
|
73.7K
$11.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-60- 0.17% |
$7.6K - $10.2K
|
36.3K
$5.61M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-64- 27.59% |
$8.11K - $10.9K
|
168
$26K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-70- 2.69% |
$8.87K - $11.9K
|
2.54K
$392K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-75- 0.3% |
$9.5K - $12.8K
|
24.5K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-81- 3.31% |
$10.3K - $13.8K
|
2.36K
$366K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-91- 0.7% |
$11.5K - $15.5K
|
12.9K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-99- 1.3% |
$12.5K - $16.9K
|
7.53K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-100- 0.53% |
$12.7K - $17.1K
|
18.9K
$2.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.34% |
$12.7K - $17.1K
|
7.38K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-114- 3.31% |
$14.4K - $19.5K
|
3.34K
$516K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-116- 5.35% |
$14.7K - $19.8K
|
2.05K
$318K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 0.92% |
$16K - $21.5K
|
13.6K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-152- 0.24% |
$19.3K - $25.9K
|
62.8K
$9.71M
|