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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-64.5K- 89.9% |
$638K - $919K
|
7.25K
$83.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-334- 0.79% |
$3.31K - $4.76K
|
41.9K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.5KNew |
$104K - $149K
|
10.5K
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
194+ 50.79% |
$1.92K - $2.76K
|
576
$6.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$99 - $143
|
10
$115
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$39.6 - $57
|
6
$68.8
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-185- 0.53% |
$1.83K - $2.64K
|
34.4K
$395K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
14KNew |
$139K - $200K
|
14K
$161K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.25K+ 4.81% |
$12K - $14.7K
|
27.3K
$313K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
874+ 37.74% |
$8.35K - $10.2K
|
3.19K
$36.6K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
17K+ 6.53% |
$162K - $199K
|
277K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.93K- 2.63% |
$75.7K - $92.8K
|
294K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26New |
$248 - $304
|
26
$298
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
15.1KNew |
$144K - $177K
|
15.1K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
75K+ 31.25% |
$716K - $878K
|
315K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
62.1KNew |
$593K - $728K
|
62.1K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-70.8K- 83.43% |
$676K - $829K
|
14.1K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58New |
$554 - $679
|
58
$665
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.4KNew |
$42K - $51.6K
|
4.4K
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34K+ 77.94% |
$325K - $398K
|
77.7K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
27.5KNew |
$263K - $322K
|
27.5K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
122KNew |
$1.17M - $1.43M
|
122K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-450- 2.36% |
$4.3K - $5.27K
|
18.7K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
201K+ 269.33% |
$1.92M - $2.35M
|
276K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
500+ 25.0% |
$4.78K - $5.86K
|
2.5K
$28.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-300- 0.04% |
$2.87K - $3.51K
|
757K
$8.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 11.11% |
$9.55 - $11.7
|
10
$115
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21K+ 202.18% |
$200K - $246K
|
31.3K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-81- 87.1% |
$774 - $949
|
12
$138
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.49M+ 63.85% |
$14.2M - $17.4M
|
3.82M
$43.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.11% |
$153 - $187
|
14.3K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-72- 25.17% |
$688 - $843
|
214
$2.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-34.7K- 37.31% |
$331K - $406K
|
58.2K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Norwood Investment Partners, LP
|
BUY
|
- |
774KNew |
$7.39M - $9.06M
|
774K
$8.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
44.6KNew |
$426K - $522K
|
44.6K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11.2K+ 14.56% |
$107K - $131K
|
88K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29New |
$277 - $340
|
29
$333
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.59M- 99.14% |
$15.2M - $18.6M
|
13.8K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
181K+ 47.9% |
$1.73M - $2.12M
|
559K
$6.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
3.66K+ 204.7% |
$34.9K - $42.8K
|
5.44K
$62.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 50.57% |
$420 - $515
|
43
$493
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.4KNew |
$157K - $192K
|
16.4K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
500New |
$4.78K - $5.86K
|
500
$5.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
341KNew |
$3.25M - $3.99M
|
341K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
214K+ 140.35% |
$2.04M - $2.5M
|
366K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.9KNew |
$132K - $162K
|
13.9K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 2.02% |
$334 - $410
|
1.7K
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.51K+ 839.13% |
$24K - $29.4K
|
2.81K
$32.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 90.48% |
$181 - $222
|
2
$22.9
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-91- 38.24% |
$869 - $1.07K
|
147
$1.69K
|
|