Institutional Ownership Certara, Inc. (CERT)
This table provides information about the institutional ownership of Certara, Inc. (CERT). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
147
shares
|
$1,403
0.0% of portfolio
|
Q3 2024
Reduced 42.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
139
shares
|
$1,327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
136
shares
|
$1,298
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
131
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
129
shares
|
$1,231
0.0% of portfolio
|
Q1 2024
Reduced 91.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
100
shares
|
$955
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
99
shares
|
$945
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
93
shares
|
$888
0.0% of portfolio
|
Q3 2024
Reduced 53.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
87
shares
|
$830
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
86
shares
|
$821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$783
0.0% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
80
shares
|
$764
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
50
shares
|
$477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
38
shares
|
$362
0.0% of portfolio
|
Q3 2024
Reduced 83.48%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
35
shares
|
$334
0.0% of portfolio
|
Q3 2024
Added 45.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$238
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$200
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
20
shares
|
$191
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
17
shares
|
$162
0.0% of portfolio
|
Q3 2024
Reduced 90.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
15
shares
|
$143
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
9
shares
|
$85
0.0% of portfolio
|
Q1 2024
Reduced 99.83%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
8
shares
|
$76
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8
shares
|
$76
0.0% of portfolio
|
Q2 2024
New holding
|