Purchases and Sales Made in Q1 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2024. 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 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$394K - $561K
|
16.7K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2KNew |
$381K - $543K
|
16.2K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 9.53% |
$367K - $523K
|
179K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
15.3KNew |
$360K - $514K
|
15.3K
$544K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
15KNew |
$354K - $504K
|
15K
$534K
|
|
|
May 02, 2024
Q1 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 3.4% |
$311K - $443K
|
401K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 42.07% |
$307K - $439K
|
44.1K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
13K+ 59.09% |
$306K - $437K
|
35K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
12.5K+ 27.73% |
$294K - $420K
|
57.6K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
12K+ 361.25% |
$282K - $403K
|
15.3K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.5K+ 821.43% |
$271K - $386K
|
12.9K
$459K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
11.5K+ 3.11% |
$270K - $386K
|
381K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 8.6% |
$266K - $379K
|
143K
$5.07M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11K+ 3.44% |
$258K - $368K
|
329K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.6KNew |
$249K - $356K
|
10.6K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
10.2KNew |
$241K - $344K
|
10.2K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.1KNew |
$238K - $339K
|
10.1K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
9.42KNew |
$222K - $316K
|
9.42K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.13K+ 27.68% |
$215K - $306K
|
42.1K
$1.5M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.31K+ 13.91% |
$196K - $279K
|
68K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
7.67KNew |
$180K - $257K
|
7.67K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$177K - $252K
|
7.52K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.49KNew |
$176K - $252K
|
7.49K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$172K - $245K
|
7.3K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.26KNew |
$171K - $244K
|
7.26K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.06K+ 2016.0% |
$166K - $237K
|
7.41K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7KNew |
$165K - $235K
|
7K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.7KNew |
$158K - $225K
|
6.7K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.7KNew |
$158K - $225K
|
6.7K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
6.58KNew |
$155K - $221K
|
6.58K
$234K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
6.53K+ 34.65% |
$154K - $219K
|
25.4K
$902K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.05KNew |
$142K - $203K
|
6.05K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.96K+ 18.88% |
$140K - $200K
|
37.5K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5.53K+ 0.47% |
$130K - $186K
|
1.18M
$42M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.24KNew |
$123K - $176K
|
5.24K
$186K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.2K+ 5.42% |
$122K - $175K
|
101K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$118K - $168K
|
5K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.93K+ 1.95% |
$116K - $165K
|
258K
$9.16M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.51K+ 147.27% |
$82.6K - $118K
|
5.89K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.72K+ 15.59% |
$64.1K - $91.4K
|
20.2K
$718K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.72K+ 6.27% |
$64K - $91.3K
|
46.1K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 25.83% |
$60.5K - $86.3K
|
12.5K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.04K+ 4.24% |
$47.9K - $68.3K
|
50.1K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
996+ 37.28% |
$23.4K - $33.4K
|
3.67K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
872+ 1.5% |
$20.5K - $29.3K
|
59K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
651New |
$15.3K - $21.9K
|
651
$23.1K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
589+ 1.15% |
$13.9K - $19.8K
|
51.6K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
468+ 3.44% |
$11K - $15.7K
|
14.1K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
446New |
$10.5K - $15K
|
446
$15.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439+ 4.56% |
$10.3K - $14.7K
|
10.1K
$358K
|