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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5.17K- 99.83% |
$80.8K - $100K
|
9
$96.4
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-55.2K- 20.58% |
$864K - $1.07M
|
213K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135New |
$2.11K - $2.63K
|
135
$1.45K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
32KNew |
$500K - $622K
|
32K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$423 - $525
|
27
$289
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
13+ 0.11% |
$203 - $253
|
11.5K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.29KNew |
$20.2K - $25.1K
|
1.29K
$13.8K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$215K - $267K
|
13.7K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
139New |
$2.18K - $2.7K
|
139
$1.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 22.87% |
$72.3K - $89.9K
|
15.6K
$167K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$41K - $50.9K
|
2.62K
$28K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
131New |
$2.05K - $2.55K
|
131
$1.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.24K- 6.93% |
$19.3K - $24K
|
16.6K
$178K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
75New |
$1.17K - $1.46K
|
75
$803
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
778New |
$12.2K - $15.1K
|
778
$8.33K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
34.6KNew |
$541K - $673K
|
34.6K
$370K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 4.22% |
$13.3K - $19.9K
|
24.8K
$266K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 50.0% |
$60.6 - $91
|
15
$161
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.66K- 16.68% |
$56.4K - $84.7K
|
23.3K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
316New |
$3.83K - $5.75K
|
316
$3.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.7KNew |
$130K - $195K
|
10.7K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-609K- 99.99% |
$7.39M - $11.1M
|
49
$525
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
650New |
$7.88K - $11.8K
|
650
$6.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
96New |
$1.16K - $1.75K
|
96
$1.03K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
92+ 1150.0% |
$1.12K - $1.67K
|
100
$1.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
98KNew |
$1.19M - $1.78M
|
98K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
371K+ 93.06% |
$4.49M - $6.75M
|
769K
$8.24M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-106K- 90.91% |
$1.29M - $1.93M
|
10.6K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$2.12K - $3.18K
|
175
$1.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
790New |
$9.57K - $14.4K
|
790
$8.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30New |
$364 - $546
|
30
$321
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.92K- 37.01% |
$71.7K - $108K
|
10.1K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-43.2K- 16.39% |
$524K - $786K
|
220K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
139KNew |
$1.69M - $2.54M
|
139K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 37.5% |
$36.4 - $54.6
|
5
$53.6
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
870KNew |
$12.1M - $17M
|
870K
$9.32M
|
|
|
Aug 01, 2024
Q3 2023
|
Roubaix Capital, LLC
|
BUY
|
- |
137KNew |
$1.91M - $2.69M
|
137K
$1.47M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
22.2KNew |
$309K - $435K
|
22.2K
$238K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-110- 25.29% |
$1.53K - $2.15K
|
325
$3.48K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 88.89% |
$222 - $313
|
2
$21.4
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.9KNew |
$165K - $233K
|
11.9K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-90.2K- 66.15% |
$1.25M - $1.77M
|
46.2K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.88K- 24.37% |
$81.7K - $115K
|
18.2K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.45K- 43.21% |
$89.6K - $126K
|
8.47K
$90.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
73.5KNew |
$1.02M - $1.44M
|
73.5K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.9KNew |
$165K - $232K
|
11.9K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$13.9K - $19.6K
|
1K
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
28K+ 154.16% |
$390K - $549K
|
46.2K
$495K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
444New |
$6.17K - $8.69K
|
444
$4.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-64- 56.64% |
$890 - $1.25K
|
49
$525
|
|