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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.21K- 25.93% |
$111K - $128K
|
9.16K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 80.0% |
$3.88K - $4.48K
|
252
$14.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
243K+ 36.36% |
$8.41M - $9.72M
|
911K
$52.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.51K+ 344.46% |
$122K - $140K
|
4.53K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
53+ 0.35% |
$1.83K - $2.12K
|
15.1K
$867K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.02K- 11.59% |
$139K - $161K
|
30.7K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.4K- 24.76% |
$2.13M - $2.46M
|
187K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-87.6K- 25.47% |
$3.03M - $3.51M
|
256K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.03KNew |
$174K - $201K
|
5.03K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22.2K- 49.92% |
$768K - $888K
|
22.3K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
415K+ 40.07% |
$14.4M - $16.6M
|
1.45M
$83.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
27.6K+ 406.87% |
$956K - $1.1M
|
34.4K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-98.6K- 5.62% |
$3.41M - $3.95M
|
1.66M
$95.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$115
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-14.2K- 64.25% |
$492K - $568K
|
7.9K
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.4K+ 4.79% |
$48.5K - $56K
|
30.6K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$589 - $680
|
17
$976
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 63.64% |
$242 - $280
|
18
$1.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
477+ 6.09% |
$16.5K - $19.1K
|
8.31K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.49KNew |
$328K - $380K
|
9.49K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$115
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
6.83KNew |
$236K - $273K
|
6.83K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-119K- 71.33% |
$4.11M - $4.74M
|
47.7K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
630New |
$21.8K - $25.2K
|
630
$36.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-22.2K- 2.63% |
$769K - $889K
|
822K
$47.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
18KNew |
$623K - $720K
|
18K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-192- 5.94% |
$6.65K - $7.68K
|
3.04K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
92.1K+ 22.08% |
$3.19M - $3.69M
|
510K
$29.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$346 - $400
|
10
$574
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
355+ 131.97% |
$12.3K - $14.2K
|
624
$35.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 91.67% |
$381 - $440
|
23
$1.32K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.35K- 4.07% |
$46.6K - $53.9K
|
31.7K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 33.33% |
$623 - $720
|
36
$2.07K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
42+ 20.0% |
$1.45K - $1.68K
|
252
$14.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.4K+ 3.78% |
$48.5K - $56K
|
38.4K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12.2K+ 1.28% |
$421K - $486K
|
962K
$55.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3K+ 3.89% |
$104K - $120K
|
80.1K
$4.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
7.86K+ 5.14% |
$272K - $314K
|
161K
$9.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.11K+ 11.38% |
$38.3K - $44.2K
|
10.8K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 900.0% |
$1.56K - $1.8K
|
50
$2.87K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$104 - $120
|
6
$345
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.4KNew |
$187K - $216K
|
5.4K
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28+ 233.33% |
$969 - $1.12K
|
40
$2.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.2K+ 37.65% |
$111K - $128K
|
11.7K
$672K
|
|
| Q2 2024 | |||||||
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
437+ 2.46% |
$12.2K - $15.8K
|
18.2K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$140 - $180
|
5
$287
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
9.5K+ 16.5% |
$265K - $342K
|
67.1K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.5KNew |
$768K - $990K
|
27.5K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.6KNew |
$156K - $202K
|
5.6K
$322K
|
|