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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
320New |
$7.53K - $10.7K
|
320
$11.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
253New |
$5.96K - $8.5K
|
253
$9.03K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
186New |
$4.38K - $6.25K
|
186
$6.64K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
161New |
$3.79K - $5.41K
|
161
$5.75K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
156+ 10.32% |
$3.67K - $5.24K
|
1.67K
$59.6K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
134+ 9.77% |
$3.15K - $4.5K
|
1.51K
$53.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
76+ 68.47% |
$1.79K - $2.55K
|
187
$6.68K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 50.0% |
$1.29K - $1.85K
|
165
$5.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26New |
$612 - $873
|
26
$928
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 166.67% |
$353 - $504
|
24
$857
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11New |
$259 - $369
|
11
$393
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 33.33% |
$23.5 - $33.6
|
2
$71.4
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-11- 0.39% |
$259 - $369
|
2.79K
$99.5K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-39- 0.26% |
$918 - $1.31K
|
15K
$535K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-57- 3.64% |
$1.34K - $1.91K
|
1.51K
$53.9K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-458- 1.23% |
$10.8K - $15.4K
|
36.8K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-574- 0.46% |
$13.5K - $19.3K
|
125K
$4.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-875- 6.51% |
$20.6K - $29.4K
|
12.6K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-980- 12.73% |
$23.1K - $32.9K
|
6.72K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.18K- 13.3% |
$27.8K - $39.6K
|
7.69K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.69K- 15.35% |
$39.7K - $56.6K
|
9.31K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 21.14% |
$55.4K - $79K
|
8.78K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.44K- 55.95% |
$57.5K - $82K
|
1.92K
$68.7K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.07K- 2.18% |
$95.7K - $137K
|
182K
$6.51M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.34K- 2.37% |
$102K - $146K
|
179K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.44K- 1.59% |
$104K - $149K
|
275K
$9.83M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.05K- 11.94% |
$142K - $203K
|
44.6K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.88K- 53.64% |
$185K - $265K
|
6.81K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.61K- 2.74% |
$203K - $289K
|
306K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.92K- 17.64% |
$233K - $333K
|
46.3K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.1K- 14.11% |
$238K - $339K
|
61.4K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-10.1K- 1.18% |
$238K - $340K
|
849K
$30.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.1K- 22.82% |
$261K - $372K
|
37.5K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-12.2K- 7.65% |
$288K - $411K
|
148K
$5.28M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-19.2K- 50.54% |
$453K - $646K
|
18.8K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 7.99% |
$461K - $657K
|
225K
$8.05M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.4K- 7.12% |
$505K - $720K
|
280K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-21.7K- 1.67% |
$510K - $728K
|
1.28M
$45.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-25.8K- 0.91% |
$607K - $866K
|
2.81M
$100M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-35K- 20.0% |
$824K - $1.18M
|
140K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 48.86% |
$827K - $1.18M
|
36.8K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-35.2K- 13.61% |
$829K - $1.18M
|
224K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-38.3K- 15.51% |
$902K - $1.29M
|
209K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.6K- 45.64% |
$955K - $1.36M
|
48.3K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 9.22% |
$1.13M - $1.62M
|
474K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-53.7K- 20.51% |
$1.26M - $1.8M
|
208K
$7.43M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.5K- 98.13% |
$1.35M - $1.93M
|
1.09K
$39K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 19.23% |
$1.55M - $2.21M
|
277K
$9.88M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.1K- 19.5% |
$2.21M - $3.16M
|
388K
$13.9M
|