A detailed history of Advisor Group Holdings, Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 22,441 shares of VERX stock, worth $1.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,441
Previous 1,298 1628.89%
Holding current value
$1.2 Million
Previous $46,000 1778.26%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.59B
  • 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...
More about VERX
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