Latest Institutional Purchases of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
641New |
$20K - $37.8K
|
641
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
514New |
$16K - $30.3K
|
514
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400New |
$12.5K - $23.6K
|
400
$8.07K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334New |
$10.4K - $19.7K
|
334
$6.74K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
299New |
$9.31K - $17.6K
|
299
$6.03K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
170+ 129.77% |
$5.3K - $10K
|
301
$6.07K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
129New |
$4.02K - $7.6K
|
129
$2.6K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.43K - $6.48K
|
110
$2.22K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$1.56K - $2.95K
|
50
$1.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45New |
$1.4K - $2.65K
|
45
$908
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32New |
$997 - $1.89K
|
32
$645
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 9.51% |
$966 - $1.83K
|
357
$7.2K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16New |
$498 - $943
|
16
$323
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$467 - $884
|
15
$303
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.32% |
$187 - $354
|
1.88K
$38K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$62.3 - $118
|
4
$80.7
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
177KNew |
$6.92M - $10.1M
|
177K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
93.3KNew |
$3.66M - $5.31M
|
93.3K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
73.8KNew |
$2.9M - $4.2M
|
73.8K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
63KNew |
$2.47M - $3.59M
|
63K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
58.8KNew |
$2.3M - $3.34M
|
58.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
51.7K+ 5.11% |
$2.03M - $2.94M
|
1.06M
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
35.3KNew |
$1.38M - $2.01M
|
35.3K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
27.4KNew |
$1.07M - $1.56M
|
27.4K
$552K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
22.7KNew |
$890K - $1.29M
|
22.7K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
20.9KNew |
$821K - $1.19M
|
20.9K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 276.49% |
$682K - $991K
|
23.7K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12.1KNew |
$474K - $688K
|
12.1K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12KNew |
$471K - $684K
|
12K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$394K - $572K
|
10K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.16KNew |
$359K - $522K
|
9.16K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.28KNew |
$325K - $471K
|
8.28K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.36K+ 5.02% |
$289K - $419K
|
154K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.13KNew |
$240K - $349K
|
6.13K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$219K - $318K
|
5.58K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69KNew |
$184K - $267K
|
4.69K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.65KNew |
$182K - $265K
|
4.65K
$93.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.91KNew |
$153K - $222K
|
3.91K
$78.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.88KNew |
$152K - $221K
|
3.88K
$78.2K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.79KNew |
$149K - $216K
|
3.79K
$76.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $214K
|
3.76K
$75.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.86KNew |
$112K - $163K
|
2.86K
$57.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
1.7KNew |
$66.7K - $96.8K
|
1.7K
$34.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
766New |
$30K - $43.6K
|
766
$15.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
632+ 1.15% |
$24.8K - $36K
|
55.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
584+ 3.5% |
$22.9K - $33.2K
|
17.3K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.19% |
$12.7K - $18.4K
|
15.1K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
182New |
$7.14K - $10.4K
|
182
$3.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25New |
$980 - $1.42K
|
25
$504
|
|