A detailed history of Oppenheimer Asset Management Inc. transactions in Vertex, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 22,262 shares of VERX stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,262
Previous 44,454 49.92%
Holding current value
$1.19 Million
Previous $1.6 Million 46.5%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 05, 2024

SELL
$34.62 - $40.01 $768,287 - $887,901
-22,192 Reduced 49.92%
22,262 $857,000
Q2 2024

Aug 08, 2024

SELL
$27.94 - $36.05 $200,329 - $258,478
-7,170 Reduced 13.89%
44,454 $1.6 Million
Q1 2024

May 06, 2024

BUY
$23.54 - $33.58 $13,865 - $19,778
589 Added 1.15%
51,624 $1.64 Million
Q4 2023

Feb 13, 2024

SELL
$22.03 - $29.5 $224,706 - $300,900
-10,200 Reduced 16.66%
51,035 $1.37 Million
Q3 2023

Nov 07, 2023

BUY
$17.77 - $23.1 $125,207 - $162,762
7,046 Added 13.0%
61,235 $1.41 Million
Q2 2023

Aug 02, 2023

BUY
$18.51 - $22.99 $334,549 - $415,521
18,074 Added 50.05%
54,189 $1.06 Million
Q1 2023

May 10, 2023

SELL
$12.0 - $20.93 $49,020 - $85,499
-4,085 Reduced 10.16%
36,115 $747,000
Q4 2022

Feb 06, 2023

BUY
$14.0 - $18.59 $14 - $18
1 Added 0.0%
40,200 $583,000
Q3 2022

Nov 14, 2022

SELL
$9.86 - $15.1 $2,405 - $3,684
-244 Reduced 0.6%
40,199 $550,000
Q2 2022

Aug 08, 2022

SELL
$9.59 - $16.25 $104,013 - $176,247
-10,846 Reduced 21.15%
40,443 $458,000
Q1 2022

May 12, 2022

BUY
$12.71 - $16.79 $202,279 - $267,212
15,915 Added 44.99%
51,289 $787,000
Q4 2021

Feb 02, 2022

SELL
$15.87 - $21.72 $218,133 - $298,541
-13,745 Reduced 27.98%
35,374 $561,000
Q3 2021

Nov 12, 2021

BUY
$18.15 - $22.62 $291,071 - $362,756
16,037 Added 48.48%
49,119 $944,000
Q2 2021

Aug 03, 2021

BUY
$16.39 - $23.29 $8,998 - $12,786
549 Added 1.69%
33,082 $726,000
Q1 2021

May 17, 2021

BUY
$21.9 - $38.98 $137,334 - $244,443
6,271 Added 23.88%
32,533 $716,000
Q4 2020

Feb 11, 2021

BUY
$23.46 - $36.89 $254,752 - $400,588
10,859 Added 70.5%
26,262 $915,000
Q3 2020

Nov 13, 2020

BUY
$21.71 - $29.1 $334,399 - $448,227
15,403 New
15,403 $354,000

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.6B
  • 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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