Purchases and Sales Made in Q3 2024 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.01KNew |
$170K - $212K
|
1.01K
$156K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
997+ 55.33% |
$168K - $209K
|
2.8K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
994New |
$167K - $209K
|
994
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
988+ 74.12% |
$166K - $207K
|
2.32K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
881+ 24.8% |
$148K - $185K
|
4.43K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
871+ 67.0% |
$146K - $183K
|
2.17K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
849+ 191.65% |
$143K - $178K
|
1.29K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
824New |
$138K - $173K
|
824
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
793+ 22.64% |
$133K - $166K
|
4.3K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
789+ 27.95% |
$133K - $166K
|
3.61K
$559K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
703+ 168.18% |
$118K - $147K
|
1.12K
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
678+ 1.99% |
$114K - $142K
|
34.8K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
650+ 6.4% |
$109K - $136K
|
10.8K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
572+ 21.62% |
$96.1K - $120K
|
3.22K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
565+ 46.69% |
$94.9K - $119K
|
1.78K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
511New |
$85.9K - $107K
|
511
$79K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
476+ 33.45% |
$80K - $99.9K
|
1.9K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
443+ 9.91% |
$74.4K - $92.9K
|
4.91K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
423+ 23.18% |
$71.1K - $88.7K
|
2.25K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
381+ 3.26% |
$64K - $79.9K
|
12.1K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
348+ 13.98% |
$58.5K - $73K
|
2.84K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338+ 26.34% |
$56.8K - $70.9K
|
1.62K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
314+ 13.96% |
$52.8K - $65.9K
|
2.56K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
304+ 8.25% |
$51.1K - $63.8K
|
3.99K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$50.4K - $62.9K
|
300
$46.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
280New |
$47K - $58.7K
|
280
$43.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
267+ 132.18% |
$44.9K - $56K
|
469
$72.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
232+ 15.01% |
$39K - $48.7K
|
1.78K
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
191+ 11.62% |
$32.1K - $40.1K
|
1.84K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
190+ 83.33% |
$31.9K - $39.9K
|
418
$64.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
174+ 10.41% |
$29.2K - $36.5K
|
1.85K
$285K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169New |
$28.4K - $35.5K
|
169
$26.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
149+ 10.46% |
$25K - $31.3K
|
1.57K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
138+ 3.88% |
$23.2K - $28.9K
|
3.69K
$571K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
137+ 13.05% |
$23K - $28.7K
|
1.19K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
135+ 2.91% |
$22.7K - $28.3K
|
4.77K
$738K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
134+ 0.21% |
$22.5K - $28.1K
|
65K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
128+ 2.33% |
$21.5K - $26.9K
|
5.62K
$868K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
120+ 31.09% |
$20.2K - $25.2K
|
506
$78.3K
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
118+ 0.15% |
$19.8K - $24.8K
|
77.1K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
105+ 0.22% |
$17.6K - $22K
|
47.4K
$7.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
104+ 2.41% |
$17.5K - $21.8K
|
4.43K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101+ 206.12% |
$17K - $21.2K
|
150
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 59.15% |
$16.3K - $20.3K
|
261
$40.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
89+ 47.34% |
$15K - $18.7K
|
277
$42.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87+ 40.65% |
$14.6K - $18.2K
|
301
$46.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 1.68% |
$10.1K - $12.6K
|
3.62K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58+ 38.93% |
$9.74K - $12.2K
|
207
$32K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
53New |
$8.9K - $11.1K
|
53
$8.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50+ 11.11% |
$8.4K - $10.5K
|
500
$77.3K
|