Latest Institutional Transactions on Veritex Holdings, Inc. (VBTX)
This table provides information on the latest institutional transactions involving Veritex Holdings, Inc. (VBTX) 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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
56New |
$839 - $1.17K
|
56
$1.69K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-8.4KClosed |
$146K - $248K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-315Closed |
$5.47K - $9.3K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
37KNew |
$642K - $1.09M
|
37K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-949Closed |
$16.5K - $28K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
50KNew |
$868K - $1.48M
|
50K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-5K- 66.67% |
$86.8K - $148K
|
2.5K
$75.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
590+ 590.0% |
$10.2K - $17.4K
|
690
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Newtyn Management, LLC
New York, NY |
BUY
|
- |
135KNew |
$2.34M - $3.99M
|
135K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-101- 22.54% |
$1.75K - $2.98K
|
347
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-356K- 40.17% |
$6.17M - $10.5M
|
530K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
35.7KNew |
$620K - $1.05M
|
35.7K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.04KNew |
$18.1K - $30.8K
|
1.04K
$31.6K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
46.7KNew |
$810K - $1.38M
|
46.7K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
19New |
$330 - $561
|
19
$575
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 100.0% |
$34.7 - $59
|
4
$121
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 83.64% |
$935K - $1.59M
|
10.5K
$319K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.5K+ 4.64% |
$426K - $724K
|
553K
$16.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-495- 33.0% |
$8.59K - $14.6K
|
1.01K
$30.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-241- 64.1% |
$4.18K - $7.11K
|
135
$4.09K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$17.4 - $29.5
|
1
$30.3
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 83.33% |
$86.8 - $148
|
1
$30.3
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 91.67% |
$191 - $325
|
1
$30.3
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.2KNew |
$246K - $418K
|
14.2K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-300- 71.43% |
$5.21K - $8.86K
|
120
$3.63K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.1KNew |
$403K - $495K
|
15.1K
$456K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.48KNew |
$39.5K - $48.5K
|
1.48K
$44.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-40.7K- 17.12% |
$1.09M - $1.34M
|
197K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
202+ 0.19% |
$5.4K - $6.64K
|
109K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
144New |
$3.85K - $4.73K
|
144
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
659KNew |
$17.6M - $21.7M
|
659K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93New |
$2.49K - $3.06K
|
93
$2.81K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.08K+ 37.52% |
$55.5K - $68.2K
|
7.61K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
179New |
$4.78K - $5.88K
|
179
$5.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.6KNew |
$390K - $480K
|
14.6K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.62K- 19.35% |
$124K - $152K
|
19.3K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Capital LTD
|
SELL
|
- |
-3.12K- 4.13% |
$83.4K - $102K
|
72.3K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
11.8KNew |
$315K - $387K
|
11.8K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
514+ 2.33% |
$13.7K - $16.9K
|
22.6K
$683K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
76New |
$2.03K - $2.5K
|
76
$2.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-627- 4.37% |
$16.8K - $20.6K
|
13.7K
$415K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
7.15K+ 15.49% |
$191K - $235K
|
53.3K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.19KNew |
$85.3K - $105K
|
3.19K
$96.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18.2KNew |
$487K - $599K
|
18.2K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.2KNew |
$485K - $597K
|
18.2K
$550K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 22.22% |
$53.5 - $65.7
|
7
$212
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
36.2KNew |
$966K - $1.19M
|
36.2K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
39New |
$1.04K - $1.28K
|
39
$1.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
365New |
$9.76K - $12K
|
365
$11K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.2K- 7.05% |
$327K - $402K
|
161K
$4.88M
|
|