Latest Institutional Transactions on Vertex, Inc. (VERX)
This table provides information on the latest institutional transactions involving Vertex, Inc. (VERX) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-875- 6.51% |
$20.6K - $29.4K
|
12.6K
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19.4KNew |
$457K - $652K
|
19.4K
$391K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47KNew |
$1.04M - $1.39M
|
47K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
149K+ 21.74% |
$3.28M - $4.39M
|
834K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.6K+ 55.59% |
$475K - $636K
|
60.4K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1M- 38.52% |
$22M - $29.5M
|
1.6M
$32.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
74.8KNew |
$1.65M - $2.21M
|
74.8K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$176 - $236
|
8
$161
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.87K- 3.65% |
$51K - $66.3K
|
75.9K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.5KNew |
$97.7K - $127K
|
5.5K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.45K- 1.13% |
$61.4K - $79.8K
|
303K
$6.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$1.87K - $2.43K
|
105
$2.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$265K - $344K
|
14.9K
$301K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$195 - $254
|
11
$222
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$35.5 - $46.2
|
4
$80.7
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.2KClosed |
$300K - $372K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
60KNew |
$1.11M - $1.38M
|
60K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
250New |
$4.63K - $5.75K
|
250
$5.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.38KNew |
$25.5K - $31.6K
|
1.38K
$27.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.04K+ 107.14% |
$112K - $139K
|
11.7K
$235K
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.7K- 33.5% |
$80.4K - $140K
|
13.3K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
100KNew |
$1.2M - $2.09M
|
100K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$150K - $262K
|
12.5K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1K+ 7.19% |
$12K - $20.9K
|
14.9K
$301K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 7.1% |
$12.3K - $21.4K
|
13.4K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.3KNew |
$208K - $362K
|
17.3K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500KNew |
$6M - $10.5M
|
500K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$24 - $41.9
|
2
$40.3
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111New |
$1.33K - $2.32K
|
111
$2.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$36 - $62.8
|
3
$60.5
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.9KNew |
$503K - $668K
|
35.9K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-687K- 79.41% |
$9.62M - $12.8M
|
178K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
3.24K+ 2.7% |
$45.3K - $60.1K
|
123K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
87.5KNew |
$1.22M - $1.63M
|
87.5K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$1.05M - $1.39M
|
75K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
14New |
$196 - $260
|
14
$282
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 51.81% |
$158K - $209K
|
10.5K
$211K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
382New |
$5.35K - $7.1K
|
382
$7.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
95.3KNew |
$1.33M - $1.77M
|
95.3K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$14 - $18.6
|
4
$80.7
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 57.73% |
$163K - $250K
|
12.1K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.16K+ 149.06% |
$31.2K - $47.7K
|
5.28K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$13.7K - $20.9K
|
1.39K
$27.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.98KNew |
$19.5K - $29.9K
|
1.98K
$40K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$20.2
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-89Closed |
$854 - $1.45K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10KClosed |
$95.9K - $163K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-400Closed |
$3.84K - $6.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-12.9KClosed |
$123K - $209K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 27.48% |
$15.1K - $25.6K
|
4.16K
$83.9K
|
|