Latest Institutional Purchases of Vertex, Inc. (VERX)

VERX Quotes by TradingView

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 13, 2024 Q1 2024
Fox Run Management, L.L.C.

Greenwich, CT
BUY
 -
7.26K
New
$171K - $244K
7.26K $380K
May 14, 2024 Q1 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
7K
New
$165K - $235K
7K $367K
Apr 23, 2024 Q1 2024
F

BUY
 -
6.58K
New
$155K - $221K
6.58K $344K
May 15, 2024 Q1 2024
Sandia Investment Management LP

Boston, MA
BUY
 -
5K
New
$118K - $168K
5K $262K
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
872
+ 1.5%
$20.5K - $29.3K
59K $3.09M
May 15, 2024 Q1 2024
Quarry LP

New York, NY
BUY
 -
446
New
$10.5K - $15K
446 $23.4K
Apr 30, 2024 Q1 2024
Macroview Investment Management LLC

BUY
 -
253
New
$5.96K - $8.5K
253 $13.2K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
26
New
$612 - $873
26 $1.36K
Q4 2023
Jan 31, 2024 Q4 2023
Kornitzer Capital Management Inc

BUY
 -
308K
+ 824.01%
$6.78M - $9.08M
345K $18.1M
Feb 13, 2024 Q4 2023
Eam Global Investors LLC

Solana Beach, CA
BUY
 -
154K
New
$3.4M - $4.55M
154K $8.08M
Feb 13, 2024 Q4 2023
Eam Investors, LLC

Solana Beach, CA
BUY
 -
125K
New
$2.75M - $3.68M
125K $6.53M
Jan 31, 2024 Q4 2023
Calamos Advisors LLC

BUY
 -
74.8K
New
$1.65M - $2.21M
74.8K $3.92M
Mar 21, 2024 Q4 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
47K
New
$1.04M - $1.39M
47K $2.46M
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
25.8K
+ 97.87%
$568K - $761K
52.1K $2.73M
Feb 13, 2024 Q4 2023
Advisory Research Inc

Chicago, IL
BUY
 -
21.6K
+ 55.59%
$475K - $636K
60.4K $3.16M
Feb 13, 2024 Q4 2023
Xtx Topco LTD

London, X0
BUY
 -
9.26K
New
$204K - $273K
9.26K $485K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
8
New
$176 - $236
8 $419
Q3 2023
Nov 13, 2024 Q3 2023
Norges Bank

Oslo, Q8
BUY
 -
188K
New
$3.34M - $4.34M
188K $9.84M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
14.9K
New
$265K - $344K
14.9K $780K
Nov 14, 2023 Q3 2023
Atom Investors LP

Austin, TX
BUY
 -
6.17K
+ 27.6%
$110K - $143K
28.5K $1.49M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
5.5K
New
$97.7K - $127K
5.5K $288K
Nov 09, 2023 Q3 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
105
New
$1.87K - $2.43K
105 $5.5K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
11
New
$195 - $254
11 $576
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 100.0%
$35.5 - $46.2
4 $209
Q2 2023
Aug 14, 2023 Q2 2023
Summit Partners Public Asset Management, LLC

Boston, MA
BUY
 CALL
60K
New
$1.11M - $1.38M
60K $3.14M
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
11.1K
New
$206K - $256K
11.1K $582K
Aug 10, 2023 Q2 2023
Connor, Clark & Lunn Investment Management Ltd.

BUY
 -
7.64K
+ 49.63%
$141K - $176K
23K $1.21M
Jul 13, 2023 Q2 2023
Counterpoint Mutual Funds LLC

BUY
 -
6.04K
+ 107.14%
$112K - $139K
11.7K $611K
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
1.38K
New
$25.5K - $31.6K
1.38K $72K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
250
New
$4.63K - $5.75K
250 $13.1K
Q1 2023
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
500K
New
$6M - $10.5M
500K $26.2M
May 15, 2023 Q1 2023
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 CALL
100K
New
$1.2M - $2.09M
100K $5.24M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
30K
New
$359K - $627K
30K $1.57M
May 11, 2023 Q1 2023
Exodus Point Capital Management, LP

New York, NY
BUY
 -
23.3K
New
$279K - $487K
23.3K $1.22M
May 11, 2023 Q1 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
17.3K
New
$208K - $362K
17.3K $906K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
12.5K
New
$150K - $262K
12.5K $656K
May 15, 2023 Q1 2023
Caption Management, LLC

Oklahoma City, OK
BUY
 -
1.54K
New
$18.4K - $32.2K
1.54K $80.5K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
1K
+ 7.19%
$12K - $20.9K
14.9K $780K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
131
New
$1.57K - $2.74K
131 $6.86K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
111
New
$1.33K - $2.32K
111 $5.81K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3
New
$36 - $62.8
3 $157
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
New
$24 - $41.9
2 $105
Q4 2022
Feb 02, 2023 Q4 2022
Monarch Partners Asset Management LLC

BUY
 -
95.3K
New
$1.33M - $1.77M
95.3K $4.99M
Feb 14, 2023 Q4 2022
Washington Harbour Partners LP

Arlington, VA
BUY
 -
87.5K
New
$1.22M - $1.63M
87.5K $4.58M
Feb 14, 2023 Q4 2022
Laurion Capital Management LP

New York, NY
BUY
 -
75K
New
$1.05M - $1.39M
75K $3.93M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
35.9K
New
$503K - $668K
35.9K $1.88M
Feb 14, 2023 Q4 2022
Intrinsic Edge Capital Management LLC

Chicago, IL
BUY
 -
3.24K
+ 2.7%
$45.3K - $60.1K
123K $6.45M
Feb 10, 2023 Q4 2022
Zions Bancorporation, N.A.

BUY
 -
382
New
$5.35K - $7.1K
382 $20K
Feb 13, 2023 Q4 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
14
New
$196 - $260
14 $733

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