Purchases and Sales Made in Q3 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.99K+ 43.39% |
$124K - $162K
|
23.1K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.17K+ 27.6% |
$110K - $143K
|
28.5K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.5KNew |
$97.7K - $127K
|
5.5K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.32K+ 14.18% |
$94.6K - $123K
|
42.9K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.37KNew |
$77.6K - $101K
|
4.37K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.36K+ 11.66% |
$77.5K - $101K
|
41.7K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53K+ 14.15% |
$62.8K - $81.6K
|
28.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.27K+ 164.92% |
$58.1K - $75.6K
|
5.26K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$45.9K - $59.7K
|
2.58K
$91.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.16K+ 14.63% |
$38.3K - $49.8K
|
16.9K
$601K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.13KNew |
$37.8K - $49.2K
|
2.13K
$75.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.04K+ 13.18% |
$36.2K - $47K
|
17.5K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.92K+ 3.32% |
$34.1K - $44.4K
|
59.8K
$2.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.82K+ 15.21% |
$32.4K - $42.1K
|
13.8K
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
852+ 2.64% |
$15.1K - $19.7K
|
33.1K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
488+ 22.43% |
$8.67K - $11.3K
|
2.66K
$94.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
330+ 16.3% |
$5.86K - $7.62K
|
2.35K
$83.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
184+ 13.24% |
$3.27K - $4.25K
|
1.57K
$56K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$1.87K - $2.43K
|
105
$3.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
50+ 0.09% |
$889 - $1.16K
|
53.7K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
41+ 0.02% |
$729 - $947
|
201K
$7.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$195 - $254
|
11
$391
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
5New |
$88.9 - $116
|
5
$178
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 66.67% |
$71.1 - $92.4
|
10
$356
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$35.5 - $46.2
|
4
$142
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$17.8 - $23.1
|
4
$142
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 57.14% |
$213 - $277
|
9
$320
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-754- 40.3% |
$13.4K - $17.4K
|
1.12K
$39.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-832- 6.0% |
$14.8K - $19.2K
|
13K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.38K- 11.68% |
$24.5K - $31.8K
|
10.4K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.44K- 1.04% |
$25.6K - $33.2K
|
137K
$4.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.58K- 2.5% |
$28K - $36.4K
|
61.5K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.9K- 16.89% |
$33.7K - $43.9K
|
9.35K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.29K- 0.27% |
$40.6K - $52.8K
|
856K
$30.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.43K- 14.99% |
$43.2K - $56.2K
|
13.8K
$490K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 24.69% |
$49.1K - $63.8K
|
8.43K
$300K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.87K- 3.65% |
$51K - $66.3K
|
75.9K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.45K- 1.13% |
$61.4K - $79.8K
|
303K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.65K- 19.83% |
$118K - $154K
|
26.9K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.19K- 2.78% |
$128K - $166K
|
251K
$8.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-8.6K- 94.51% |
$153K - $199K
|
500
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10.5K- 4.46% |
$187K - $243K
|
225K
$8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.2K- 0.52% |
$217K - $282K
|
2.35M
$83.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-25K- 41.94% |
$444K - $577K
|
34.6K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-28.8K- 70.0% |
$512K - $666K
|
12.4K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-38.8K- 78.81% |
$690K - $897K
|
10.4K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-39.3K- 39.18% |
$698K - $908K
|
61K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-43.1K- 78.42% |
$765K - $995K
|
11.8K
$421K
|