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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.8KNew |
$200K - $291K
|
11.8K
$127K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$16.9 - $24.6
|
3
$32.2
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.4KNew |
$165K - $257K
|
10.4K
$111K
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.98K- 2.02% |
$47.3K - $73.6K
|
145K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220- 0.43% |
$3.5K - $5.44K
|
50.8K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-56- 14.93% |
$890 - $1.38K
|
319
$3.42K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.76K- 14.03% |
$43.9K - $68.2K
|
16.9K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
215KNew |
$3.41M - $5.31M
|
215K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-163K- 11.03% |
$2.59M - $4.02M
|
1.31M
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
62KNew |
$986K - $1.53M
|
62K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-242- 1.66% |
$3.85K - $5.98K
|
14.3K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$272K - $423K
|
17.1K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13New |
$207 - $321
|
13
$139
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.57KNew |
$136K - $212K
|
8.57K
$91.9K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.55KNew |
$24.6K - $38.2K
|
1.55K
$16.6K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.56K+ 9.59% |
$24.8K - $38.5K
|
17.8K
$191K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 27.85% |
$350 - $544
|
101
$1.08K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
74New |
$1.18K - $1.83K
|
74
$794
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
986KNew |
$15.7M - $24.4M
|
986K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- 3.88% |
$63.6 - $98.9
|
99
$1.06K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
7.65K+ 1.81% |
$122K - $189K
|
429K
$4.61M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-14.7K- 2.72% |
$234K - $364K
|
527K
$5.65M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5+ 19.23% |
$79.5 - $124
|
31
$333
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
62+ 30.39% |
$986 - $1.53K
|
266
$2.85K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.61% |
$15.9 - $24.7
|
164
$1.76K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$15.9 - $24.7
|
5
$53.7
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.68K+ 10.72% |
$74.4K - $116K
|
48.3K
$519K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
392+ 12.94% |
$6.23K - $9.69K
|
3.42K
$36.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.8K- 28.34% |
$108K - $168K
|
17.2K
$185K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$34.8K - $54.1K
|
2.19K
$23.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-887- 2.77% |
$14.1K - $21.9K
|
31.2K
$334K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
889+ 5.89% |
$14.1K - $22K
|
16K
$171K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-28- 0.24% |
$445 - $692
|
11.6K
$124K
|
|
| Q4 2022 | |||||||
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
27.3K+ 2.53% |
$292K - $487K
|
1.11M
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190K- 61.54% |
$2.04M - $3.4M
|
119K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.03KNew |
$32.4K - $54K
|
3.03K
$32.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.44K+ 62.61% |
$79.6K - $133K
|
19.3K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
38.3KNew |
$409K - $682K
|
38.3K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
13.4KNew |
$143K - $239K
|
13.4K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
763New |
$8.16K - $13.6K
|
763
$8.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
373New |
$3.99K - $6.65K
|
373
$4K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$148K - $247K
|
13.9K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10KNew |
$107K - $179K
|
10K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9KNew |
$127K - $212K
|
11.9K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.56K+ 101.06% |
$59.4K - $99.1K
|
11.1K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-127K- 90.41% |
$1.36M - $2.27M
|
13.5K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.85K+ 0.74% |
$105K - $176K
|
1.34M
$14.4M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.98K+ 12.7% |
$31.8K - $53.1K
|
26.4K
$283K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10K+ 4.76% |
$107K - $178K
|
220K
$2.36M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
474KNew |
$6.09M - $11.4M
|
474K
$5.09M
|
|