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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-162- 90.5% |
$1.69K - $2.69K
|
17
$182
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 21.56% |
$36.6K - $58K
|
19.7K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.2K- 2.69% |
$149K - $236K
|
516K
$5.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$20.9 - $33.2
|
2
$21.4
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$1.05K - $1.66K
|
100
$1.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-924- 2.1% |
$9.67K - $15.3K
|
43K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-518- 1.45% |
$5.42K - $8.59K
|
35.3K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.14K+ 18.44% |
$32.8K - $52K
|
20.1K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 4.81% |
$52.3 - $82.9
|
99
$1.06K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 2.93% |
$3.14K - $4.97K
|
10.5K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.59K- 28.38% |
$48K - $76.1K
|
11.6K
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-140K- 69.62% |
$1.47M - $2.33M
|
61.3K
$656K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 1.53% |
$4.18K - $6.63K
|
25.7K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 14.71% |
$157 - $249
|
87
$932
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 8.7% |
$20.9 - $33.2
|
21
$225
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.67K- 10.73% |
$80.2K - $127K
|
63.8K
$683K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-841- 0.42% |
$8.8K - $13.9K
|
197K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
166New |
$1.74K - $2.75K
|
166
$1.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.4% |
$13.6K - $21.6K
|
52.9K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 45.83% |
$115 - $182
|
35
$375
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 21.02% |
$27.1K - $42.9K
|
14.9K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 13.15% |
$113K - $179K
|
71.3K
$764K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$105 - $166
|
10
$107
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.42K- 20.71% |
$56.6K - $89.8K
|
20.7K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-210- 8.6% |
$2.2K - $3.48K
|
2.23K
$23.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.08K+ 112.28% |
$21.7K - $34.4K
|
3.93K
$42K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 60.0% |
$62.8 - $99.5
|
4
$42.8
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.17% |
$31.4 - $49.7
|
1.73K
$18.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 50.0% |
$31.4 - $49.7
|
3
$32.1
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
14.6KNew |
$153K - $243K
|
14.6K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Kopion Asset Management, LLC
|
BUY
|
- |
381KNew |
$3.98M - $6.31M
|
381K
$4.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-238K- 9.01% |
$2.49M - $3.94M
|
2.4M
$25.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 10.46% |
$335 - $531
|
274
$2.93K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$83.7 - $133
|
8
$85.7
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
247+ 514.58% |
$2.58K - $4.1K
|
295
$3.16K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-55- 12.17% |
$575 - $912
|
397
$4.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 2.28% |
$293 - $464
|
1.2K
$12.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
50New |
$523 - $829
|
50
$536
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
920+ 145.34% |
$9.62K - $15.3K
|
1.55K
$16.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-187- 44.0% |
$1.96K - $3.1K
|
238
$2.55K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.1K+ 46.71% |
$74.3K - $118K
|
22.3K
$239K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.95K+ 24.2% |
$41.3K - $65.5K
|
20.3K
$217K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.07% |
$134 - $189
|
14.4K
$154K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8New |
$107 - $152
|
8
$85.7
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
272+ 2.08% |
$3.63K - $5.15K
|
13.3K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.09K- 18.18% |
$27.9K - $39.6K
|
9.41K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.5KNew |
$141K - $199K
|
10.5K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.2KNew |
$163K - $232K
|
12.2K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
152K+ 4.75% |
$2.03M - $2.88M
|
3.35M
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-221K- 64.26% |
$2.95M - $4.18M
|
123K
$1.32M
|
|