A detailed history of Ameriprise Financial Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Ameriprise Financial Inc holds 977,621 shares of VERX stock, worth $48.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
977,621
Previous 306,141 219.34%
Holding current value
$48.3 Million
Previous $11 Million 241.14%
% of portfolio
0.01%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$34.62 - $40.01 $23.2 Million - $26.9 Million
671,480 Added 219.34%
977,621 $37.6 Million
Q2 2024

Aug 14, 2024

BUY
$27.94 - $36.05 $13,020 - $16,799
466 Added 0.15%
306,141 $11 Million
Q1 2024

May 15, 2024

SELL
$23.54 - $33.58 $202,585 - $288,989
-8,606 Reduced 2.74%
305,675 $9.71 Million
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $1.39 Million - $1.87 Million
63,313 Added 25.23%
314,281 $8.47 Million
Q3 2023

Nov 14, 2023

SELL
$17.77 - $23.1 $127,695 - $165,996
-7,186 Reduced 2.78%
250,968 $5.8 Million
Q2 2023

Aug 14, 2023

SELL
$18.51 - $22.99 $1.2 Million - $1.49 Million
-64,954 Reduced 20.1%
258,154 $5.03 Million
Q1 2023

May 15, 2023

BUY
$12.0 - $20.93 $517,308 - $902,271
43,109 Added 15.4%
323,108 $6.69 Million
Q4 2022

Feb 14, 2023

BUY
$14.0 - $18.59 $15,386 - $20,430
1,099 Added 0.39%
279,999 $4.06 Million
Q3 2022

Nov 14, 2022

SELL
$9.86 - $15.1 $35,328 - $54,103
-3,583 Reduced 1.27%
278,900 $3.81 Million
Q2 2022

Aug 15, 2022

BUY
$9.59 - $16.25 $125,552 - $212,745
13,092 Added 4.86%
282,483 $3.2 Million
Q1 2022

May 16, 2022

BUY
$12.71 - $16.79 $347,033 - $458,434
27,304 Added 11.28%
269,391 $4.13 Million
Q4 2021

Feb 14, 2022

SELL
$15.87 - $21.72 $44,229 - $60,533
-2,787 Reduced 1.14%
242,087 $3.84 Million
Q3 2021

Nov 15, 2021

SELL
$18.15 - $22.62 $2.43 Million - $3.03 Million
-134,155 Reduced 35.39%
244,874 $4.71 Million
Q2 2021

Aug 16, 2021

BUY
$16.39 - $23.29 $439,727 - $624,847
26,829 Added 7.62%
379,029 $8.32 Million
Q1 2021

May 17, 2021

BUY
$21.9 - $38.98 $280,911 - $499,996
12,827 Added 3.78%
352,200 $7.74 Million
Q4 2020

Feb 12, 2021

BUY
$23.46 - $36.89 $5.48 Million - $8.62 Million
233,687 Added 221.11%
339,373 $11.3 Million
Q3 2020

Nov 16, 2020

BUY
$21.71 - $29.1 $2.29 Million - $3.08 Million
105,686 New
105,686 $2.43 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.39B
  • 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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