Purchases and Sales Made in Q4 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 0.51% |
$176 - $236
|
1.57K
$55.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83- 0.85% |
$1.83K - $2.45K
|
9.63K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-175- 0.08% |
$3.86K - $5.16K
|
206K
$7.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-178- 1.29% |
$3.92K - $5.25K
|
13.6K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-200- 0.15% |
$4.41K - $5.9K
|
131K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.73K- 2.81% |
$38.1K - $51K
|
59.7K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 6.49% |
$48.2K - $64.6K
|
31.6K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.4K- 4.71% |
$52.9K - $70.8K
|
48.6K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.07K- 13.28% |
$67.6K - $90.5K
|
20K
$713K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-3.79K- 0.97% |
$83.5K - $112K
|
388K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.2K- 16.66% |
$225K - $301K
|
51K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-10.3K- 3.84% |
$228K - $305K
|
259K
$9.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-10.5K- 9.86% |
$231K - $310K
|
96K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 13.15% |
$308K - $413K
|
92.5K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-30K- 20.0% |
$661K - $885K
|
120K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 37.11% |
$762K - $1.02M
|
58.6K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.8K- 13.96% |
$876K - $1.17M
|
245K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-50K- 22.22% |
$1.1M - $1.48M
|
175K
$6.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-53.3K- 42.69% |
$1.17M - $1.57M
|
71.5K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-73K- 76.84% |
$1.61M - $2.15M
|
22K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-73.5K- 10.48% |
$1.62M - $2.17M
|
628K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-87.5K- 6.92% |
$1.93M - $2.58M
|
1.18M
$41.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-88.6K- 6.13% |
$1.95M - $2.61M
|
1.36M
$48.2M
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-92.9K- 6.51% |
$2.05M - $2.74M
|
1.34M
$47.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-145K- 34.22% |
$3.21M - $4.29M
|
280K
$9.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-154K- 6.57% |
$3.4M - $4.55M
|
2.19M
$77.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-235K- 5.04% |
$5.17M - $6.92M
|
4.42M
$157M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-300K- 7.55% |
$6.6M - $8.84M
|
3.67M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-518K- 64.24% |
$11.4M - $15.3M
|
288K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-692K- 11.92% |
$15.2M - $20.4M
|
5.11M
$182M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1M- 38.52% |
$22M - $29.5M
|
1.6M
$56.7M
|