Latest Institutional Transactions on Certara, Inc. (CERT)
This table provides information on the latest institutional transactions involving Certara, Inc. (CERT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 2.02% |
$334 - $410
|
1.7K
$24.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.51K+ 839.13% |
$24K - $29.4K
|
2.81K
$40K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12.4KNew |
$119K - $145K
|
12.4K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
531KNew |
$5.08M - $6.22M
|
531K
$7.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 80.98% |
$36.7K - $45K
|
903
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.1K- 1.72% |
$10.5K - $12.9K
|
62.7K
$892K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.7K+ 4.03% |
$103K - $126K
|
277K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
85+ 242.86% |
$812 - $995
|
120
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 90.48% |
$181 - $222
|
2
$28.5
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
122KNew |
$1.16M - $1.42M
|
122K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13KNew |
$124K - $152K
|
13K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-91- 38.24% |
$869 - $1.07K
|
147
$2.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 60.0% |
$28.7 - $35.1
|
8
$114
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12KNew |
$115K - $141K
|
12K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
109New |
$1.04K - $1.28K
|
109
$1.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.53% |
$19.1 - $23.4
|
133
$1.89K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-782- 1.82% |
$7.47K - $9.16K
|
42.2K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-219- 0.11% |
$2.09K - $2.56K
|
197K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.1K+ 25.0% |
$96.6K - $118K
|
50.6K
$720K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-894- 4.31% |
$8.54K - $10.5K
|
19.8K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$19.1 - $23.4
|
1
$14.2
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3.13K+ 64.13% |
$29.8K - $36.6K
|
8K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$955 - $1.17K
|
100
$1.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
493+ 22.1% |
$4.71K - $5.77K
|
2.72K
$38.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33+ 23.74% |
$315 - $386
|
172
$2.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-236K- 9.84% |
$2.26M - $2.77M
|
2.16M
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.77K- 23.53% |
$45.5K - $55.8K
|
15.5K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-323- 26.94% |
$3.08K - $3.78K
|
876
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4New |
$38.2 - $46.8
|
4
$56.9
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39New |
$372 - $457
|
39
$555
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
87+ 29.49% |
$831 - $1.02K
|
382
$5.44K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$19.1 - $23.4
|
2
$28.5
|
|
|
Jan 14, 2025
Q4 2024
|
Kopion Asset Management, LLC
|
BUY
|
- |
175K+ 45.98% |
$1.67M - $2.05M
|
556K
$7.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$19.1 - $23.4
|
2
$28.5
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28New |
$267 - $328
|
28
$398
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.68K- 13.32% |
$25.6K - $31.4K
|
17.5K
$248K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
803+ 1606.0% |
$7.67K - $9.4K
|
853
$12.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.87K+ 442.24% |
$65.6K - $80.4K
|
8.42K
$120K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-177K- 4.37% |
$1.85M - $2.93M
|
3.87M
$55.1M
|
|
|
Dec 04, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
34.9K+ 231.26% |
$365K - $579K
|
50K
$712K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
46.9K+ 198.27% |
$490K - $777K
|
70.5K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.18K- 4.75% |
$22.8K - $36.1K
|
43.7K
$622K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-13.4K- 10.37% |
$140K - $222K
|
116K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
84.9KNew |
$888K - $1.41M
|
84.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
40.8KNew |
$426K - $676K
|
40.8K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.1K- 11.93% |
$556K - $881K
|
392K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
45.6K+ 241.27% |
$477K - $756K
|
64.5K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-15.5K- 28.21% |
$163K - $258K
|
39.6K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
35KNew |
$367K - $581K
|
35K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-559- 1.84% |
$5.85K - $9.27K
|
29.8K
$424K
|
|