A detailed history of Lpl Financial LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 29,788 shares of VERX stock, worth $1.47 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,788
Previous 35,595 16.31%
Holding current value
$1.47 Million
Previous $1.28 Million 10.6%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$34.62 - $40.01 $201,038 - $232,338
-5,807 Reduced 16.31%
29,788 $1.15 Million
Q2 2024

Aug 07, 2024

SELL
$27.94 - $36.05 $33,416 - $43,115
-1,196 Reduced 3.25%
35,595 $1.28 Million
Q1 2024

May 10, 2024

SELL
$23.54 - $33.58 $10,781 - $15,379
-458 Reduced 1.23%
36,791 $1.17 Million
Q4 2023

Feb 14, 2024

BUY
$22.03 - $29.5 $192,938 - $258,361
8,758 Added 30.74%
37,249 $1 Million
Q3 2023

Nov 13, 2023

BUY
$17.77 - $23.1 $62,763 - $81,589
3,532 Added 14.15%
28,491 $658,000
Q2 2023

Jul 31, 2023

BUY
$18.51 - $22.99 $149,968 - $186,264
8,102 Added 48.06%
24,959 $486,000
Q1 2023

May 10, 2023

SELL
$12.0 - $20.93 $21,408 - $37,339
-1,784 Reduced 9.57%
16,857 $348,000
Q4 2022

Feb 07, 2023

BUY
$14.0 - $18.59 $7,434 - $9,871
531 Added 2.93%
18,641 $270,000
Q3 2022

Nov 14, 2022

SELL
$9.86 - $15.1 $6,448 - $9,875
-654 Reduced 3.49%
18,110 $248,000
Q2 2022

Aug 12, 2022

SELL
$9.59 - $16.25 $6,147 - $10,416
-641 Reduced 3.3%
18,764 $213,000
Q1 2022

May 16, 2022

BUY
$12.71 - $16.79 $63,689 - $84,134
5,011 Added 34.81%
19,405 $298,000
Q4 2021

Feb 14, 2022

BUY
$15.87 - $21.72 $43,753 - $59,882
2,757 Added 23.69%
14,394 $228,000
Q3 2021

Nov 15, 2021

BUY
$18.15 - $22.62 $211,211 - $263,228
11,637 New
11,637 $224,000
Q2 2021

Aug 13, 2021

SELL
$16.39 - $23.29 $196,106 - $278,664
-11,965 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$21.9 - $38.98 $20,498 - $36,485
936 Added 8.49%
11,965 $263,000
Q4 2020

Feb 12, 2021

BUY
$23.46 - $36.89 $258,740 - $406,859
11,029 New
11,029 $384,000

Others Institutions Holding VERX

About Vertex, Inc.


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