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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-169- 10.28% |
$1.77K - $2.8K
|
1.48K
$12.3K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
129KNew |
$1.35M - $2.14M
|
129K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
29.1K+ 3.14% |
$304K - $482K
|
957K
$7.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$20.9 - $33.2
|
2
$16.7
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.05K - $1.66K
|
100
$833
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 4.81% |
$52.3 - $82.9
|
99
$825
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 2.93% |
$3.14K - $4.97K
|
10.5K
$87.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166New |
$1.74K - $2.75K
|
166
$1.38K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 21.02% |
$27.1K - $42.9K
|
14.9K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 13.15% |
$113K - $179K
|
71.3K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
14.6KNew |
$153K - $243K
|
14.6K
$122K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$83.7 - $133
|
8
$66.6
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
36.8K+ 20.43% |
$491K - $697K
|
217K
$1.81M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.07% |
$134 - $189
|
14.4K
$120K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8New |
$107 - $152
|
8
$66.6
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
272+ 2.08% |
$3.63K - $5.15K
|
13.3K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.09K- 18.18% |
$27.9K - $39.6K
|
9.41K
$78.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-221K- 64.26% |
$2.95M - $4.18M
|
123K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-565K- 4.04% |
$7.55M - $10.7M
|
13.4M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
19.7K+ 48.5% |
$263K - $373K
|
60.4K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
11.7KNew |
$156K - $222K
|
11.7K
$97.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-133K- 10.98% |
$1.78M - $2.52M
|
1.08M
$9M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
303New |
$4.05K - $5.74K
|
303
$2.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-71.7K- 17.47% |
$958K - $1.36M
|
339K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-54.6K- 32.38% |
$729K - $1.03M
|
114K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
10K+ 10.95% |
$134K - $190K
|
102K
$847K
|
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-35.3K- 7.99% |
$471K - $668K
|
406K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.29K- 17.06% |
$57.3K - $81.3K
|
20.9K
$174K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 18.87% |
$267 - $379
|
86
$716
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$34.3K - $48.6K
|
2.57K
$21.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25+ 125.0% |
$334 - $474
|
45
$375
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-180K- 2.11% |
$2.41M - $3.41M
|
8.36M
$69.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 33.33% |
$107 - $152
|
16
$133
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-9.89K- 7.71% |
$132K - $187K
|
118K
$986K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
85New |
$1.14K - $1.61K
|
85
$708
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.48K- 91.96% |
$23.1K - $28.7K
|
129
$1.07K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
86New |
$1.35K - $1.67K
|
86
$716
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-411- 2.6% |
$6.43K - $7.99K
|
15.4K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$181K - $226K
|
11.6K
$96.6K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-295K- 93.24% |
$4.62M - $5.75M
|
21.4K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
220KNew |
$3.44M - $4.28M
|
220K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-71- 1.11% |
$1.11K - $1.38K
|
6.32K
$52.6K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8KNew |
$263K - $327K
|
16.8K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.07K+ 6.45% |
$16.7K - $20.8K
|
17.6K
$147K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-55.2K- 20.58% |
$864K - $1.07M
|
213K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
13+ 0.11% |
$203 - $253
|
11.5K
$95.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.29KNew |
$20.2K - $25.1K
|
1.29K
$10.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 22.87% |
$72.3K - $89.9K
|
15.6K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$41K - $50.9K
|
2.62K
$21.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.24K- 6.93% |
$19.3K - $24K
|
16.6K
$138K
|
|