Purchases and Sales Made in Q3 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
730+ 75.49% |
$132K - $148K
|
1.7K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
727New |
$132K - $148K
|
727
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
654+ 23.73% |
$119K - $133K
|
3.41K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
600+ 30.0% |
$109K - $122K
|
2.6K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
587New |
$106K - $119K
|
587
$90.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
562+ 43.94% |
$102K - $114K
|
1.84K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
549+ 16.14% |
$99.6K - $111K
|
3.95K
$611K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
547+ 15.54% |
$99.2K - $111K
|
4.07K
$629K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
475+ 40.43% |
$86.1K - $96.4K
|
1.65K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
410+ 10.41% |
$74.3K - $83.2K
|
4.35K
$673K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
392+ 4.57% |
$71.1K - $79.6K
|
8.96K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
375+ 11.92% |
$68K - $76.1K
|
3.52K
$545K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
314+ 12.16% |
$56.9K - $63.7K
|
2.9K
$448K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
306+ 2.68% |
$55.5K - $62.1K
|
11.7K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
293+ 131.39% |
$53.1K - $59.5K
|
516
$79.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
278+ 896.77% |
$50.4K - $56.4K
|
309
$47.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251+ 6.5% |
$45.5K - $50.9K
|
4.11K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
244+ 16.63% |
$44.2K - $49.5K
|
1.71K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230+ 3.07% |
$41.7K - $46.7K
|
7.72K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
209+ 6.99% |
$37.9K - $42.4K
|
3.2K
$494K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.21% |
$36.3K - $40.6K
|
94.1K
$14.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
188+ 13.15% |
$34.1K - $38.2K
|
1.62K
$250K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$34.1K - $38.2K
|
188
$29.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
186+ 2.46% |
$33.7K - $37.8K
|
7.74K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
123New |
$22.3K - $25K
|
123
$19K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
105New |
$19K - $21.3K
|
105
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
90+ 3.04% |
$16.3K - $18.3K
|
3.05K
$472K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
87+ 7.89% |
$15.8K - $17.7K
|
1.19K
$184K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.69% |
$15.1K - $16.8K
|
12.2K
$1.89M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
62+ 74.7% |
$11.2K - $12.6K
|
145
$22.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
54+ 0.73% |
$9.79K - $11K
|
7.4K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$9.25K - $10.4K
|
51
$7.89K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
50+ 3.3% |
$9.07K - $10.1K
|
1.57K
$242K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48+ 6.52% |
$8.7K - $9.74K
|
784
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.91% |
$7.25K - $8.12K
|
4.46K
$689K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40New |
$7.25K - $8.12K
|
40
$6.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
40+ 0.78% |
$7.25K - $8.12K
|
5.2K
$804K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40+ 2.27% |
$7.25K - $8.12K
|
1.8K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39+ 0.72% |
$7.07K - $7.92K
|
5.48K
$848K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 156.52% |
$6.53K - $7.31K
|
59
$9.12K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
32+ 5.97% |
$5.8K - $6.49K
|
568
$87.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
32+ 1.1% |
$5.8K - $6.49K
|
2.93K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 17.53% |
$4.9K - $5.48K
|
181
$28K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
26+ 0.96% |
$4.71K - $5.28K
|
2.75K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
23+ 0.31% |
$4.17K - $4.67K
|
7.42K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
23+ 0.77% |
$4.17K - $4.67K
|
3.02K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22+ 8.4% |
$3.99K - $4.47K
|
284
$43.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
22New |
$3.99K - $4.47K
|
22
$3.4K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 83.33% |
$3.63K - $4.06K
|
44
$6.81K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
18New |
$3.26K - $3.65K
|
18
$2.78K
|