Ameriprise Financial Inc Vertex, Inc. Transaction History

Ameriprise Financial Inc

$356 Billion
Q1 2025

A detailed history of Ameriprise Financial Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Ameriprise Financial Inc holds 844,425 shares of VERX stock, worth $32.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

844,425

Previous 1,149,840 26.56%

Holding current value

$32.9 Million

Previous $61.3 Million 51.81%

% of portfolio

0.01%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$31.15 - $58.95 $9.51 Million - $18 Million	-305,415 Reduced 26.56%	844,425 $29.6 Million
Q4 2024 Feb 14, 2025	BUY	$39.21 - $56.92 $6.75 Million - $9.8 Million	172,219 Added 17.62%	1,149,840 $61.3 Million
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

# of Institutions

275

Shares Held

75.8M

Call Options Held

2.88M

Put Options Held

665K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.89B
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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Ameriprise Financial Inc Vertex, Inc. Transaction History