Latest Institutional Transactions on Certara, Inc. (CERT)
This table provides information on the latest institutional transactions involving Certara, Inc. (CERT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
39New |
$372 - $457
|
39
$418
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
406+ 102.27% |
$3.88K - $4.75K
|
803
$8.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.81K- 7.72% |
$45.9K - $56.3K
|
57.5K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-187- 0.53% |
$1.79K - $2.19K
|
35.1K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-33.9K- 16.07% |
$324K - $397K
|
177K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
298+ 15.66% |
$2.85K - $3.49K
|
2.2K
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
531KNew |
$5.08M - $6.22M
|
531K
$5.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12.4KNew |
$119K - $145K
|
12.4K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.51K+ 839.13% |
$24K - $29.4K
|
2.81K
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 2.02% |
$334 - $410
|
1.7K
$18.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.6KNew |
$225K - $276K
|
23.6K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 90.48% |
$181 - $222
|
2
$21.5
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
85+ 242.86% |
$812 - $995
|
120
$1.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.7K+ 4.03% |
$103K - $126K
|
277K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.1K- 1.72% |
$10.5K - $12.9K
|
62.7K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 80.98% |
$36.7K - $45K
|
903
$9.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$124K - $152K
|
13K
$139K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-91- 38.24% |
$869 - $1.07K
|
147
$1.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 60.0% |
$28.7 - $35.1
|
8
$85.8
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
122KNew |
$1.16M - $1.42M
|
122K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.53% |
$19.1 - $23.4
|
133
$1.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12KNew |
$115K - $141K
|
12K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
109New |
$1.04K - $1.28K
|
109
$1.17K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-219- 0.11% |
$2.09K - $2.56K
|
197K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.1K+ 25.0% |
$96.6K - $118K
|
50.6K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-782- 1.82% |
$7.47K - $9.16K
|
42.2K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-894- 4.31% |
$8.54K - $10.5K
|
19.8K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3.13K+ 64.13% |
$29.8K - $36.6K
|
8K
$85.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$19.1 - $23.4
|
1
$10.7
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
493+ 22.1% |
$4.71K - $5.77K
|
2.72K
$29.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$955 - $1.17K
|
100
$1.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33+ 23.74% |
$315 - $386
|
172
$1.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-236K- 9.84% |
$2.26M - $2.77M
|
2.16M
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.77K- 23.53% |
$45.5K - $55.8K
|
15.5K
$166K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-323- 26.94% |
$3.08K - $3.78K
|
876
$9.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4New |
$38.2 - $46.8
|
4
$42.9
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
87+ 29.49% |
$831 - $1.02K
|
382
$4.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39New |
$372 - $457
|
39
$418
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$19.1 - $23.4
|
2
$21.5
|
|
|
Jan 14, 2025
Q4 2024
|
Kopion Asset Management, LLC
|
BUY
|
- |
175K+ 45.98% |
$1.67M - $2.05M
|
556K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$19.1 - $23.4
|
2
$21.5
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28New |
$267 - $328
|
28
$300
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.68K- 13.32% |
$25.6K - $31.4K
|
17.5K
$187K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.87K+ 442.24% |
$65.6K - $80.4K
|
8.42K
$90.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
803+ 1606.0% |
$7.67K - $9.4K
|
853
$9.15K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.76K+ 0.93% |
$28.8K - $45.7K
|
300K
$3.21M
|
|
|
Dec 04, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.9K+ 231.26% |
$365K - $579K
|
50K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
150KNew |
$1.57M - $2.48M
|
150K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.78K- 2.04% |
$18.6K - $29.4K
|
85.2K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
35KNew |
$367K - $581K
|
35K
$376K
|
|