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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
986KNew |
$15.7M - $24.4M
|
986K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.56K+ 9.59% |
$24.8K - $38.5K
|
17.8K
$204K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- 3.88% |
$63.6 - $98.9
|
99
$1.14K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
62+ 30.39% |
$986 - $1.53K
|
266
$3.05K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5+ 19.23% |
$79.5 - $124
|
31
$356
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
7.65K+ 1.81% |
$122K - $189K
|
429K
$4.92M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-14.7K- 2.72% |
$234K - $364K
|
527K
$6.04M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.61% |
$15.9 - $24.7
|
164
$1.88K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$15.9 - $24.7
|
5
$57.4
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
392+ 12.94% |
$6.23K - $9.69K
|
3.42K
$39.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.8K- 28.34% |
$108K - $168K
|
17.2K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$34.8K - $54.1K
|
2.19K
$25.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-887- 2.77% |
$14.1K - $21.9K
|
31.2K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
889+ 5.89% |
$14.1K - $22K
|
16K
$183K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-28- 0.24% |
$445 - $692
|
11.6K
$133K
|
|
| Q4 2022 | |||||||
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
27.3K+ 2.53% |
$292K - $487K
|
1.11M
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190K- 61.54% |
$2.04M - $3.4M
|
119K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.03KNew |
$32.4K - $54K
|
3.03K
$34.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.44K+ 62.61% |
$79.6K - $133K
|
19.3K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
38.3KNew |
$409K - $682K
|
38.3K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
13.4KNew |
$143K - $239K
|
13.4K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
763New |
$8.16K - $13.6K
|
763
$8.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
373New |
$3.99K - $6.65K
|
373
$4.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$148K - $247K
|
13.9K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10KNew |
$107K - $179K
|
10K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.85K+ 0.74% |
$105K - $176K
|
1.34M
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.56K+ 101.06% |
$59.4K - $99.1K
|
11.1K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-127K- 90.41% |
$1.36M - $2.27M
|
13.5K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9KNew |
$127K - $212K
|
11.9K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.98K+ 12.7% |
$31.8K - $53.1K
|
26.4K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10K+ 4.76% |
$107K - $178K
|
220K
$2.52M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
474KNew |
$6.09M - $11.4M
|
474K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
538KNew |
$6.91M - $13M
|
538K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.5KNew |
$161K - $303K
|
12.5K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Eqt Fund Management S.A R.L.
|
SELL
|
- |
-6M- 16.7% |
$77.1M - $145M
|
30M
$344M
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
1.09K+ 7.86% |
$14K - $26.3K
|
15K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
100KNew |
$1.28M - $2.41M
|
100K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
208KNew |
$2.67M - $5.02M
|
208K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48.8KNew |
$626K - $1.18M
|
48.8K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
67.1K+ 602.58% |
$862K - $1.62M
|
78.3K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34New |
$437 - $820
|
34
$390
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.08K- 91.57% |
$13.8K - $26K
|
99
$1.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
113KNew |
$1.45M - $2.73M
|
113K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
855New |
$11K - $20.6K
|
855
$9.81K
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$161K - $302K
|
12.5K
$144K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
302New |
$3.88K - $7.29K
|
302
$3.46K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
372New |
$4.78K - $8.98K
|
372
$4.27K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$668 - $1.25K
|
52
$596
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
32.9KNew |
$551K - $742K
|
32.9K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-362Closed |
$6.06K - $8.16K
|
0
$0
|
|