Lpl Financial LLC Vertex, Inc. Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 27,856 shares of VERX stock, worth $561,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,856

Previous 36,459 23.6%

Holding current value

$561,855

Previous $1.29 Million 46.43%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$23.87 - $36.4 $205,353 - $313,149	-8,603 Reduced 23.6%	27,856 $690,000
Q2 2025 Aug 12, 2025	BUY	$33.45 - $41.87 $92,489 - $115,770	2,765 Added 8.21%	36,459 $1.29 Million
Q1 2025 May 07, 2025	SELL	$31.15 - $58.95 $99,150 - $187,637	-3,183 Reduced 8.63%	33,694 $1.18 Million
Q4 2024 Feb 11, 2025	BUY	$39.21 - $56.92 $277,959 - $403,505	7,089 Added 23.8%	36,877 $1.97 Million
Q3 2024 Nov 08, 2024	SELL	$34.62 - $40.01 $201,038 - $232,338	-5,807 Reduced 16.31%	29,788 $1.15 Million

Q2 2024 Aug 07, 2024	SELL	$27.94 - $36.05 $33,416 - $43,115	-1,196 Reduced 3.25%	35,595 $1.28 Million
Q1 2024 May 10, 2024	SELL	$23.54 - $33.58 $10,781 - $15,379	-458 Reduced 1.23%	36,791 $1.17 Million
Q4 2023 Feb 14, 2024	BUY	$22.03 - $29.5 $192,938 - $258,361	8,758 Added 30.74%	37,249 $1 Million
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $62,763 - $81,589	3,532 Added 14.15%	28,491 $658,000
Q2 2023 Jul 31, 2023	BUY	$18.51 - $22.99 $149,968 - $186,264	8,102 Added 48.06%	24,959 $486,000
Q1 2023 May 10, 2023	SELL	$12.0 - $20.93 $21,408 - $37,339	-1,784 Reduced 9.57%	16,857 $348,000
Q4 2022 Feb 07, 2023	BUY	$14.0 - $18.59 $7,434 - $9,871	531 Added 2.93%	18,641 $270,000
Q3 2022 Nov 14, 2022	SELL	$9.86 - $15.1 $6,448 - $9,875	-654 Reduced 3.49%	18,110 $248,000
Q2 2022 Aug 12, 2022	SELL	$9.59 - $16.25 $6,147 - $10,416	-641 Reduced 3.3%	18,764 $213,000
Q1 2022 May 16, 2022	BUY	$12.71 - $16.79 $63,689 - $84,134	5,011 Added 34.81%	19,405 $298,000
Q4 2021 Feb 14, 2022	BUY	$15.87 - $21.72 $43,753 - $59,882	2,757 Added 23.69%	14,394 $228,000
Q3 2021 Nov 15, 2021	BUY	$18.15 - $22.62 $211,211 - $263,228	11,637 New	11,637 $224,000
Q2 2021 Aug 13, 2021	SELL	$16.39 - $23.29 $196,106 - $278,664	-11,965 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$21.9 - $38.98 $20,498 - $36,485	936 Added 8.49%	11,965 $263,000
Q4 2020 Feb 12, 2021	BUY	$23.46 - $36.89 $258,740 - $406,859	11,029 New	11,029 $384,000

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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Lpl Financial LLC Vertex, Inc. Transaction History