Purchases and Sales Made in Q4 2023 in Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
641+ 38.85% |
$105K - $126K
|
2.29K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
597+ 3.61% |
$97.5K - $117K
|
17.1K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
542+ 1.67% |
$88.5K - $106K
|
32.9K
$5.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
536+ 5.52% |
$87.5K - $105K
|
10.2K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
535+ 3.16% |
$87.4K - $105K
|
17.4K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
523New |
$85.4K - $103K
|
523
$80.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
484+ 2.74% |
$79K - $95.1K
|
18.2K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
472+ 1.17% |
$77.1K - $92.7K
|
40.9K
$6.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
456+ 31.6% |
$74.5K - $89.6K
|
1.9K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
441New |
$72K - $86.7K
|
441
$68.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
439+ 1.2% |
$71.7K - $86.3K
|
36.9K
$5.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
417+ 11.72% |
$68.1K - $81.9K
|
3.97K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
411+ 16.28% |
$67.1K - $80.8K
|
2.94K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
409+ 4.2% |
$66.8K - $80.4K
|
10.2K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
386+ 33.02% |
$63K - $75.8K
|
1.56K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
381+ 8.76% |
$62.2K - $74.9K
|
4.73K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
363+ 21.39% |
$59.3K - $71.3K
|
2.06K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
355+ 7.81% |
$58K - $69.8K
|
4.9K
$758K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
324+ 2.76% |
$52.9K - $63.7K
|
12.1K
$1.86M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
320New |
$52.3K - $62.9K
|
320
$49.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
319+ 16.83% |
$52.1K - $62.7K
|
2.21K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
263+ 8.72% |
$43K - $51.7K
|
3.28K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237+ 20.56% |
$38.7K - $46.6K
|
1.39K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
226+ 19.52% |
$36.9K - $44.4K
|
1.38K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
206+ 15.57% |
$33.6K - $40.5K
|
1.53K
$236K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 0.86% |
$32.7K - $39.3K
|
23.4K
$3.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
200+ 12.99% |
$32.7K - $39.3K
|
1.74K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190+ 1.01% |
$31K - $37.3K
|
19K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
161+ 3.4% |
$26.3K - $31.6K
|
4.9K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
159New |
$26K - $31.2K
|
159
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
159+ 5.17% |
$26K - $31.2K
|
3.23K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
145New |
$23.7K - $28.5K
|
145
$22.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
134+ 7.83% |
$21.9K - $26.3K
|
1.85K
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
134+ 12.28% |
$21.9K - $26.3K
|
1.23K
$189K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133New |
$21.7K - $26.1K
|
133
$20.6K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
117New |
$19.1K - $23K
|
117
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116+ 7.41% |
$18.9K - $22.8K
|
1.68K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
100+ 0.04% |
$16.3K - $19.6K
|
253K
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.37% |
$16.3K - $19.6K
|
7.42K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94+ 5.23% |
$15.4K - $18.5K
|
1.89K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86+ 3.89% |
$14K - $16.9K
|
2.3K
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80New |
$13.1K - $15.7K
|
80
$12.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
80+ 0.29% |
$13.1K - $15.7K
|
27.3K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75+ 79.79% |
$12.2K - $14.7K
|
169
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
72+ 4.33% |
$11.8K - $14.1K
|
1.73K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70+ 5.73% |
$11.4K - $13.8K
|
1.29K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
60+ 0.35% |
$9.8K - $11.8K
|
17.1K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 368.75% |
$9.64K - $11.6K
|
75
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 19.72% |
$9.15K - $11K
|
340
$52.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53+ 89.83% |
$8.66K - $10.4K
|
112
$17.3K
|