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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 1.08% |
$2.9K - $3.25K
|
1.5K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.84% |
$2.54K - $2.84K
|
1.69K
$261K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 6.1% |
$2.36K - $2.64K
|
226
$35K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 22.64% |
$2.18K - $2.44K
|
65
$10.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
12New |
$2.18K - $2.44K
|
12
$1.86K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 1000.0% |
$1.81K - $2.03K
|
11
$1.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 2.19% |
$1.27K - $1.42K
|
326
$50.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.05% |
$907 - $1.01K
|
9.53K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 8.33% |
$907 - $1.01K
|
65
$10.1K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 2.05% |
$907 - $1.01K
|
249
$38.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$544 - $609
|
3
$464
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 16.67% |
$544 - $609
|
21
$3.25K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2New |
$363 - $406
|
2
$309
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 20.0% |
$181 - $203
|
6
$928
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 20.0% |
$181 - $203
|
4
$619
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.0% |
$181 - $203
|
19
$2.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 1.57% |
$363 - $406
|
125
$19.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 14.29% |
$725 - $812
|
24
$3.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 4.95% |
$907 - $1.01K
|
96
$14.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 5.68% |
$907 - $1.01K
|
83
$12.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5- 0.04% |
$907 - $1.01K
|
13.5K
$2.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$907 - $1.01K
|
23.2K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6- 0.24% |
$1.09K - $1.22K
|
2.5K
$386K
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-6- 0.09% |
$1.09K - $1.22K
|
6.7K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12- 0.12% |
$2.18K - $2.44K
|
9.75K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-15- 1.27% |
$2.72K - $3.04K
|
1.17K
$181K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17- 1.33% |
$3.08K - $3.45K
|
1.26K
$195K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 6.34% |
$3.81K - $4.26K
|
310
$47.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-23- 4.4% |
$4.17K - $4.67K
|
500
$77.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-27- 0.64% |
$4.9K - $5.48K
|
4.21K
$652K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-29- 13.12% |
$5.26K - $5.89K
|
192
$29.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 2.86% |
$6.53K - $7.31K
|
1.22K
$189K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-43- 2.16% |
$7.8K - $8.73K
|
1.95K
$302K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-47- 73.44% |
$8.52K - $9.54K
|
17
$2.63K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 23.22% |
$8.89K - $9.95K
|
162
$25.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 1.72% |
$11.2K - $12.6K
|
3.55K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72- 4.75% |
$13.1K - $14.6K
|
1.44K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-77- 98.72% |
$14K - $15.6K
|
1
$155
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-77- 3.9% |
$14K - $15.6K
|
1.9K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-79- 0.27% |
$14.3K - $16K
|
29.2K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-89- 4.54% |
$16.1K - $18.1K
|
1.87K
$290K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-91- 0.53% |
$16.5K - $18.5K
|
17.1K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91- 1.31% |
$16.5K - $18.5K
|
6.85K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93- 4.68% |
$16.9K - $18.9K
|
1.89K
$293K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-100- 1.96% |
$18.1K - $20.3K
|
5K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-116- 0.09% |
$21K - $23.5K
|
130K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-116- 0.53% |
$21K - $23.5K
|
21.6K
$3.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-120- 0.44% |
$21.8K - $24.4K
|
27.2K
$4.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-126- 22.03% |
$22.8K - $25.6K
|
446
$69K
|