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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
98KNew |
$1.19M - $1.78M
|
98K
$1.12M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
371K+ 93.06% |
$4.49M - $6.75M
|
769K
$8.82M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.92K- 37.01% |
$71.7K - $108K
|
10.1K
$116K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
139KNew |
$1.69M - $2.54M
|
139K
$1.6M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 37.5% |
$36.4 - $54.6
|
5
$57.4
|
|
Q3 2023 | |||||||
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
22.2KNew |
$309K - $435K
|
22.2K
$255K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-110- 25.29% |
$1.53K - $2.15K
|
325
$3.73K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 88.89% |
$222 - $313
|
2
$22.9
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.45K- 43.21% |
$89.6K - $126K
|
8.47K
$97.2K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.88K- 24.37% |
$81.7K - $115K
|
18.2K
$209K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-90.2K- 66.15% |
$1.25M - $1.77M
|
46.2K
$529K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$13.9K - $19.6K
|
1K
$11.5K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.9KNew |
$165K - $232K
|
11.9K
$136K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
444New |
$6.17K - $8.69K
|
444
$5.09K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-64- 56.64% |
$890 - $1.25K
|
49
$562
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-33.1K- 53.46% |
$460K - $648K
|
28.8K
$331K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
37.2K+ 104.99% |
$517K - $728K
|
72.6K
$832K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 14.29% |
$139 - $196
|
80
$918
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$348 - $489
|
25
$287
|
|
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
$403K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$302K - $441K
|
17.9K
$205K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-300- 2.08% |
$5.07K - $7.39K
|
14.1K
$162K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-134K- 99.13% |
$2.27M - $3.31M
|
1.18K
$13.5K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-300- 1.84% |
$5.07K - $7.39K
|
16K
$184K
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.53K+ 42.63% |
$93.3K - $136K
|
18.5K
$212K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
38.5KNew |
$650K - $949K
|
38.5K
$442K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.21K+ 11.27% |
$20.4K - $29.7K
|
11.9K
$136K
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
15.5KNew |
$262K - $383K
|
15.5K
$178K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 38.18% |
$355 - $517
|
34
$390
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-229K- 37.99% |
$3.87M - $5.64M
|
374K
$4.29M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
100New |
$1.69K - $2.46K
|
100
$1.15K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
148New |
$2.5K - $3.65K
|
148
$1.7K
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
142K+ 26.6% |
$2.4M - $3.5M
|
677K
$7.76M
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.8KNew |
$200K - $291K
|
11.8K
$135K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$16.9 - $24.6
|
3
$34.4
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.4KNew |
$165K - $257K
|
10.4K
$119K
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-2.98K- 2.02% |
$47.3K - $73.6K
|
145K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-56- 14.93% |
$890 - $1.38K
|
319
$3.66K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.76K- 14.03% |
$43.9K - $68.2K
|
16.9K
$194K
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
215KNew |
$3.41M - $5.31M
|
215K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-220- 0.43% |
$3.5K - $5.44K
|
50.8K
$582K
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$272K - $423K
|
17.1K
$196K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-242- 1.66% |
$3.85K - $5.98K
|
14.3K
$164K
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
62KNew |
$986K - $1.53M
|
62K
$711K
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-163K- 11.03% |
$2.59M - $4.02M
|
1.31M
$15.1M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13New |
$207 - $321
|
13
$149
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.55KNew |
$24.6K - $38.2K
|
1.55K
$17.7K
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8.57KNew |
$136K - $212K
|
8.57K
$98.3K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22+ 27.85% |
$350 - $544
|
101
$1.16K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
74New |
$1.18K - $1.83K
|
74
$849
|