Purchases and Sales Made in Q4 2021 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
63+ 38.41% |
$7.79K - $12.4K
|
227
$35.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
62New |
$7.67K - $12.2K
|
62
$9.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
48New |
$5.94K - $9.42K
|
48
$7.42K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 11.74% |
$5.94K - $9.42K
|
457
$70.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 67.19% |
$5.32K - $8.44K
|
107
$16.5K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 11.43% |
$4.95K - $7.85K
|
390
$60.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
39+ 2.25% |
$4.82K - $7.65K
|
1.78K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
34+ 1.23% |
$4.21K - $6.67K
|
2.79K
$432K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
32New |
$3.96K - $6.28K
|
32
$4.95K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
30+ 2.06% |
$3.71K - $5.89K
|
1.49K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.41% |
$3.71K - $5.89K
|
7.43K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28New |
$3.46K - $5.5K
|
28
$4.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
24+ 19.67% |
$2.97K - $4.71K
|
146
$22.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
20New |
$2.47K - $3.93K
|
20
$3.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18New |
$2.23K - $3.53K
|
18
$2.78K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16+ 0.45% |
$1.98K - $3.14K
|
3.57K
$552K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 35.71% |
$1.86K - $2.94K
|
57
$8.82K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 11.81% |
$1.86K - $2.94K
|
142
$22K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
13New |
$1.61K - $2.55K
|
13
$2.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 42.86% |
$1.11K - $1.77K
|
30
$4.64K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
9+ 26.47% |
$1.11K - $1.77K
|
43
$6.65K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7New |
$866 - $1.37K
|
7
$1.08K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 37.5% |
$742 - $1.18K
|
22
$3.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$618 - $981
|
5
$773
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2Closed |
$247 - $393
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 1.57% |
$495 - $785
|
251
$38.8K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 70.59% |
$1.48K - $2.36K
|
5
$773
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 2.44% |
$1.61K - $2.55K
|
520
$80.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15Closed |
$1.86K - $2.94K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15Closed |
$1.86K - $2.94K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-22- 1.35% |
$2.72K - $4.32K
|
1.61K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-23- 1.45% |
$2.84K - $4.51K
|
1.56K
$241K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.74% |
$4.95K - $7.85K
|
5.37K
$831K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-42- 2.32% |
$5.19K - $8.24K
|
1.77K
$273K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-44Closed |
$5.44K - $8.64K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47- 1.68% |
$5.81K - $9.22K
|
2.74K
$424K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-51- 9.59% |
$6.31K - $10K
|
481
$74.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-52Closed |
$6.43K - $10.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 2.08% |
$6.43K - $10.2K
|
2.45K
$379K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-52- 2.31% |
$6.43K - $10.2K
|
2.2K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-52Closed |
$6.43K - $10.2K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-54Closed |
$6.68K - $10.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-66- 3.5% |
$8.16K - $13K
|
1.82K
$281K
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-72- 4.52% |
$8.9K - $14.1K
|
1.52K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$9.03K - $14.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76Closed |
$9.4K - $14.9K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-80Closed |
$9.89K - $15.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-85- 9.32% |
$10.5K - $16.7K
|
827
$128K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-90- 1.1% |
$11.1K - $17.7K
|
8.08K
$1.25M
|