Purchases and Sales Made in Q1 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2023. The information is specifically focused on institutions that hold shares of Vertex, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.8K+ 11.18% |
$201K - $351K
|
167K
$5.93M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.2KNew |
$194K - $339K
|
16.2K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
15.4KNew |
$185K - $322K
|
15.4K
$547K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
15.1KNew |
$181K - $316K
|
15.1K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.5KNew |
$174K - $303K
|
14.5K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.3KNew |
$172K - $300K
|
14.3K
$510K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.2KNew |
$171K - $298K
|
14.2K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.9K+ 88.94% |
$155K - $270K
|
27.4K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$150K - $262K
|
12.5K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
10.4KNew |
$125K - $219K
|
10.4K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.93K+ 54.87% |
$83.2K - $145K
|
19.6K
$696K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.77K+ 405.39% |
$81.2K - $142K
|
8.44K
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
5.63KNew |
$67.6K - $118K
|
5.63K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.76K+ 1.31% |
$57.1K - $99.7K
|
367K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.44KNew |
$53.2K - $92.8K
|
4.44K
$158K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.37KNew |
$52.4K - $91.4K
|
4.37K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$49.2K - $85.8K
|
4.1K
$146K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.56K+ 1.33% |
$42.7K - $74.6K
|
271K
$9.63M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.78K+ 81.83% |
$33.3K - $58.1K
|
6.17K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.58K+ 196.2% |
$31K - $54K
|
3.9K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.88K+ 59.19% |
$22.5K - $39.3K
|
5.05K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.54KNew |
$18.4K - $32.2K
|
1.54K
$54.6K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 0.96% |
$15.5K - $27K
|
135K
$4.81M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.25K+ 2.86% |
$15K - $26.1K
|
45K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1K+ 7.19% |
$12K - $20.9K
|
14.9K
$530K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
751+ 1.79% |
$9.01K - $15.7K
|
42.8K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
454+ 3.32% |
$5.45K - $9.5K
|
14.1K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
411+ 41.98% |
$4.93K - $8.6K
|
1.39K
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
231New |
$2.77K - $4.83K
|
231
$8.21K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
164+ 11.19% |
$1.97K - $3.43K
|
1.63K
$57.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$1.57K - $2.74K
|
131
$4.66K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111New |
$1.33K - $2.32K
|
111
$3.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22New |
$264 - $460
|
22
$782
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22New |
$264 - $460
|
22
$782
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 600.0% |
$72 - $126
|
7
$249
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$36 - $62.8
|
3
$107
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$24 - $41.9
|
2
$71.1
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$12 - $20.9
|
3
$107
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$12 - $20.9
|
2
$71.1
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-74- 6.04% |
$888 - $1.55K
|
1.15K
$40.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-160- 86.49% |
$1.92K - $3.35K
|
25
$889
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-178- 16.47% |
$2.14K - $3.73K
|
903
$32.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-186- 14.93% |
$2.23K - $3.89K
|
1.06K
$37.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-500- 3.28% |
$6K - $10.5K
|
14.7K
$524K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 7.1% |
$12.3K - $21.4K
|
13.4K
$476K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.47K- 0.49% |
$17.6K - $30.7K
|
300K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 9.57% |
$21.4K - $37.3K
|
16.9K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.87K- 11.96% |
$34.4K - $60K
|
21.1K
$750K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.18K- 34.15% |
$38.1K - $66.5K
|
6.12K
$218K
|