Transform Wealth, LLC Verisk Analytics, Inc. Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$222.25 - $247.6 $10,223 - $11,389	46 Added 2.48%	1,902 $454,000
Q3 2023 Oct 10, 2023	SELL	$222.5 - $248.49 $60,520 - $67,589	-272 Reduced 12.78%	1,856 $438,000
Q2 2023 Jul 13, 2023	SELL	$188.98 - $228.01 $10,015 - $12,084	-53 Reduced 2.43%	2,128 $480,000
Q1 2023 Apr 14, 2023	SELL	$171.11 - $191.86 $20,019 - $22,447	-117 Reduced 5.09%	2,181 $418,000
Q4 2022 Jan 12, 2023	SELL	$165.37 - $186.14 $9,426 - $10,609	-57 Reduced 2.42%	2,298 $0
Q3 2022 Oct 21, 2022	SELL	$170.53 - $205.67 $85,606 - $103,246	-502 Reduced 17.57%	2,355 $402,000
Q2 2022 Jul 15, 2022	SELL	$158.23 - $220.25 $87,184 - $121,357	-551 Reduced 16.17%	2,857 $495,000
Q1 2022 Apr 25, 2022	SELL	$177.34 - $221.73 $36,886 - $46,119	-208 Reduced 5.75%	3,408 $732,000
Q4 2021 Jan 26, 2022	SELL	$198.81 - $230.03 $110,538 - $127,896	-556 Reduced 13.33%	3,616 $827,000
Q3 2021 Oct 15, 2021	SELL	$176.8 - $208.97 $146,744 - $173,445	-830 Reduced 16.59%	4,172 $836,000
Q2 2021 Jul 20, 2021	BUY	$167.8 - $188.88 $189,949 - $213,812	1,132 Added 29.25%	5,002 $874,000
Q1 2021 Apr 22, 2021	BUY	$161.65 - $202.88 $5,172 - $6,492	32 Added 0.83%	3,870 $684,000
Q4 2020 Jan 20, 2021	BUY	$177.97 - $207.98 $19,220 - $22,461	108 Added 2.9%	3,838 $797,000
Q3 2020 Oct 21, 2020	SELL	$172.42 - $192.79 $102,417 - $114,517	-594 Reduced 13.74%	3,730 $691,000
Q2 2020 Jul 22, 2020	SELL	$140.78 - $172.68 $23,228 - $28,492	-165 Reduced 3.68%	4,324 $736,000
Q1 2020 Apr 30, 2020	BUY	$121.18 - $171.56 $29,083 - $41,174	240 Added 5.65%	4,489 $626,000
Q4 2019 Jan 24, 2020	BUY	$136.75 - $157.86 $77,674 - $89,664	568 Added 15.43%	4,249 $635,000
Q3 2019 Oct 24, 2019	SELL	$147.63 - $164.58 $553,021 - $616,516	-3,746 Reduced 50.44%	3,681 $582,000
Q2 2019 Jul 30, 2019	BUY	$134.24 - $146.87 $997,000 - $1.09 Million	7,427 New	7,427 $1.09 Million

Others Institutions Holding VRSK

# of Institutions

1,020

Shares Held

123M

Call Options Held

275K

Put Options Held

21.9K

Vanguard Group Inc Valley Forge, PA

16.5M
Shares

$4.64 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

11.7M
Shares

$3.27 Billion
0.07% of portfolio
State Street Corp Boston, MA

6.19M
Shares

$1.73 Billion
0.07% of portfolio
Alliancebernstein L.P. New York, NY

4.82M
Shares

$1.35 Billion
0.45% of portfolio
Massachusetts Financial Services CO Boston, MA

4.76M
Shares

$1.33 Billion
0.4% of portfolio

View Full List

About Verisk Analytics, Inc.

Ticker VRSK
Exchange NASDAQ
Sector Industrials
Industry Consulting Services
Shares Outstandng 156,960,000
Market Cap $44B
Description
Verisk Analytics, Inc. provides data analytics solutions in the United States and internationally. The company provides predictive analytics and decision support solutions to customers in rating, underwriting, claims, catastrophe and weather risk, global risk analytics, natural resources intelligence, economic forecasting, commercial banking and...

More about VRSK

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