Purchases and Sales Made in Q2 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.13K+ 16.92% |
$31.7K - $40.9K
|
7.84K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.1KNew |
$30.7K - $39.7K
|
1.1K
$39.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 629.7% |
$29K - $37.5K
|
1.2K
$42.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.02KNew |
$28.5K - $36.7K
|
1.02K
$36.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
992+ 6.61% |
$27.7K - $35.8K
|
16K
$569K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
776New |
$21.7K - $28K
|
776
$27.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
466+ 0.15% |
$13K - $16.8K
|
306K
$10.9M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
437+ 2.46% |
$12.2K - $15.8K
|
18.2K
$646K
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
437+ 2.46% |
$12.2K - $15.8K
|
18.2K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
428New |
$12K - $15.4K
|
428
$15.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
415New |
$11.6K - $15K
|
415
$14.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269New |
$7.52K - $9.7K
|
269
$9.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
249+ 133.87% |
$6.96K - $8.98K
|
435
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
205+ 18.76% |
$5.73K - $7.39K
|
1.3K
$46.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
140New |
$3.91K - $5.05K
|
140
$4.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
112+ 0.01% |
$3.13K - $4.04K
|
818K
$29.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
104New |
$2.91K - $3.75K
|
104
$3.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
97New |
$2.71K - $3.5K
|
97
$3.45K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$1.98K - $2.56K
|
71
$2.52K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 35.23% |
$1.9K - $2.45K
|
261
$9.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54+ 0.36% |
$1.51K - $1.95K
|
15K
$534K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
49+ 980.0% |
$1.37K - $1.77K
|
54
$1.92K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 24.06% |
$1.26K - $1.62K
|
232
$8.25K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
32+ 0.06% |
$894 - $1.15K
|
54.7K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23New |
$643 - $829
|
23
$818
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$419 - $541
|
15
$533
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
12New |
$335 - $433
|
12
$427
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$168 - $216
|
6
$213
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$140 - $180
|
5
$178
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$140 - $180
|
5
$178
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 50.0% |
$27.9 - $36.1
|
3
$107
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 1.32% |
$615 - $793
|
1.65K
$58.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-335- 1.43% |
$9.36K - $12.1K
|
23K
$818K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-355- 3.53% |
$9.92K - $12.8K
|
9.71K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-391- 3.82% |
$10.9K - $14.1K
|
9.85K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-567- 8.44% |
$15.8K - $20.4K
|
6.15K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-596- 39.5% |
$16.7K - $21.5K
|
913
$32.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-649- 99.69% |
$18.1K - $23.4K
|
2
$71.1
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-739- 26.53% |
$20.6K - $26.6K
|
2.05K
$72.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-748- 0.03% |
$20.9K - $27K
|
2.16M
$76.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 0.04% |
$29.2K - $37.7K
|
2.81M
$99.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.12K- 11.9% |
$31.3K - $40.4K
|
8.3K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.2K- 3.25% |
$33.4K - $43.1K
|
35.6K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.09K- 60.34% |
$58.5K - $75.4K
|
1.38K
$48.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.64K- 5.47% |
$73.8K - $95.2K
|
45.7K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.75K- 21.97% |
$76.8K - $99.1K
|
9.76K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.77K- 7.38% |
$77.3K - $99.7K
|
34.7K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.94K- 19.19% |
$82.1K - $106K
|
12.4K
$440K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.95K- 23.46% |
$110K - $142K
|
12.9K
$458K
|