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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 4.22% |
$13.3K - $19.9K
|
24.8K
$246K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 50.0% |
$60.6 - $91
|
15
$149
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
96New |
$1.16K - $1.75K
|
96
$951
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-609K- 99.99% |
$7.39M - $11.1M
|
49
$486
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
650New |
$7.88K - $11.8K
|
650
$6.44K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
316New |
$3.83K - $5.75K
|
316
$3.13K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
92+ 1150.0% |
$1.12K - $1.67K
|
100
$991
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
98KNew |
$1.19M - $1.78M
|
98K
$971K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
371K+ 93.06% |
$4.49M - $6.75M
|
769K
$7.62M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$2.12K - $3.18K
|
175
$1.73K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.92K- 37.01% |
$71.7K - $108K
|
10.1K
$99.8K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-43.2K- 16.39% |
$524K - $786K
|
220K
$2.18M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
139KNew |
$1.69M - $2.54M
|
139K
$1.38M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 37.5% |
$36.4 - $54.6
|
5
$49.6
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Roubaix Capital, LLC
|
BUY
|
- |
137KNew |
$1.91M - $2.69M
|
137K
$1.36M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
22.2KNew |
$309K - $435K
|
22.2K
$220K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-110- 25.29% |
$1.53K - $2.15K
|
325
$3.22K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 88.89% |
$222 - $313
|
2
$19.8
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.9KNew |
$165K - $233K
|
11.9K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-90.2K- 66.15% |
$1.25M - $1.77M
|
46.2K
$457K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.88K- 24.37% |
$81.7K - $115K
|
18.2K
$181K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.45K- 43.21% |
$89.6K - $126K
|
8.47K
$84K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.9KNew |
$165K - $232K
|
11.9K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
73.5KNew |
$1.02M - $1.44M
|
73.5K
$728K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$13.9K - $19.6K
|
1K
$9.94K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
28K+ 154.16% |
$390K - $549K
|
46.2K
$458K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
444New |
$6.17K - $8.69K
|
444
$4.4K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-64- 56.64% |
$890 - $1.25K
|
49
$486
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-33.1K- 53.46% |
$460K - $648K
|
28.8K
$286K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
37.2K+ 104.99% |
$517K - $728K
|
72.6K
$719K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 14.29% |
$139 - $196
|
80
$793
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11.6KNew |
$161K - $227K
|
11.6K
$115K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$348 - $489
|
25
$248
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
13.6K+ 63.28% |
$230K - $336K
|
35.2K
$348K
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
50.3KNew |
$849K - $1.24M
|
50.3K
$498K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$302K - $441K
|
17.9K
$177K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-300- 2.08% |
$5.07K - $7.39K
|
14.1K
$140K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
38.5KNew |
$650K - $949K
|
38.5K
$382K
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.53K+ 42.63% |
$93.3K - $136K
|
18.5K
$183K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-300- 1.84% |
$5.07K - $7.39K
|
16K
$159K
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
284KNew |
$4.8M - $7M
|
284K
$2.82M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-134K- 99.13% |
$2.27M - $3.31M
|
1.18K
$11.7K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.21K+ 11.27% |
$20.4K - $29.7K
|
11.9K
$118K
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
15.5KNew |
$262K - $383K
|
15.5K
$154K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
100New |
$1.69K - $2.46K
|
100
$991
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-229K- 37.99% |
$3.87M - $5.64M
|
374K
$3.71M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 38.18% |
$355 - $517
|
34
$337
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
36.7K+ 11.62% |
$619K - $903K
|
352K
$3.49M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
148New |
$2.5K - $3.65K
|
148
$1.47K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
56.6KNew |
$956K - $1.39M
|
56.6K
$561K
|