Advisor Group Holdings, Inc. Vertex, Inc. Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 5,781 shares of VERX stock, worth $115,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,781

Previous 3,592 60.94%

Holding current value

$115,099

Previous $126,000 61.9%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$33.45 - $41.87 $73,222 - $91,653	2,189 Added 60.94%	5,781 $204,000
Q2 2025 Aug 13, 2025	BUY	$33.45 - $41.87 $27,529 - $34,459	823 Added 29.72%	3,592 $126,000
Q1 2025 May 12, 2025	SELL	$31.15 - $58.95 $616,707 - $1.17 Million	-19,798 Reduced 87.73%	2,769 $96,000
Q4 2024 Jun 06, 2025	SELL	$39.21 - $56.92 $26,976 - $39,160	-688 Reduced 24.85%	2,081 $111,000
Q4 2024 Feb 07, 2025	BUY	$39.21 - $56.92 $4,940 - $7,171	126 Added 0.56%	22,567 $1.2 Million
Q3 2024 Nov 13, 2024	BUY	$34.62 - $40.01 $731,970 - $845,931	21,143 Added 1628.89%	22,441 $864,000
Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $5,727 - $7,390	205 Added 18.76%	1,298 $46,000
Q1 2024 May 10, 2024	SELL	$23.54 - $33.58 $1.35 Million - $1.93 Million	-57,504 Reduced 98.13%	1,093 $34,000
Q4 2023 Feb 12, 2024	SELL	$22.03 - $29.5 $761,577 - $1.02 Million	-34,570 Reduced 37.11%	58,597 $1.58 Million
Q3 2023 Nov 13, 2023	BUY	$17.77 - $23.1 $512,735 - $666,527	28,854 Added 44.86%	93,167 $2.15 Million
Q2 2023 Aug 10, 2023	BUY	$18.51 - $22.99 $201,888 - $250,751	10,907 Added 20.42%	64,313 $1.25 Million
Q1 2023 May 12, 2023	BUY	$12.0 - $20.93 $296,988 - $517,996	24,749 Added 86.36%	53,406 $1.1 Million
Q4 2022 Feb 10, 2023	SELL	$14.0 - $18.59 $5,180 - $6,878	-370 Reduced 1.27%	28,657 $415,000
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $2,356 - $3,608	239 Added 0.83%	29,027 $395,000
Q2 2022 Aug 10, 2022	BUY	$9.59 - $16.25 $9,800 - $16,607	1,022 Added 3.68%	28,788 $327,000
Q1 2022 May 04, 2022	BUY	$12.71 - $16.79 $173,555 - $229,267	13,655 Added 96.77%	27,766 $426,000
Q3 2021 Nov 05, 2021	BUY	$18.15 - $22.62 $69,460 - $86,566	3,827 Added 37.21%	14,111 $272,000
Q2 2021 Aug 02, 2021	BUY	$16.39 - $23.29 $19,700 - $27,994	1,202 Added 13.23%	10,284 $226,000
Q1 2021 May 13, 2021	SELL	$21.9 - $38.98 $14,300 - $25,453	-653 Reduced 6.71%	9,082 $200,000
Q4 2020 Feb 10, 2021	BUY	$23.46 - $36.89 $35,448 - $55,740	1,511 Added 18.37%	9,735 $338,000
Q3 2020 Nov 12, 2020	BUY	$21.71 - $29.1 $178,543 - $239,318	8,224 New	8,224 $190,000

Others Institutions Holding VERX

# of Institutions

281

Shares Held

82.2M

Call Options Held

2.9M

Put Options Held

13.5K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $964M
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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Advisor Group Holdings, Inc. Vertex, Inc. Transaction History