Purchases and Sales Made in Q2 2023 in Certara, Inc. (CERT)
This table provides information about the institutional ownership of Certara, Inc. (CERT) during Q2 2023. The information is specifically focused on institutions that hold shares of Certara, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
605+ 0.25% |
$10.2K - $14.9K
|
247K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
533+ 0.57% |
$9K - $13.1K
|
93.4K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
522+ 0.17% |
$8.82K - $12.9K
|
314K
$3.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
231+ 0.71% |
$3.9K - $5.69K
|
32.9K
$353K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
217+ 6.05% |
$3.67K - $5.35K
|
3.8K
$40.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
191+ 78.28% |
$3.23K - $4.71K
|
435
$4.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
188+ 6.05% |
$3.18K - $4.63K
|
3.3K
$35.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
175+ 3500.0% |
$2.96K - $4.31K
|
180
$1.93K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
148New |
$2.5K - $3.65K
|
148
$1.59K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132+ 6.41% |
$2.23K - $3.25K
|
2.19K
$23.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
100New |
$1.69K - $2.46K
|
100
$1.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
100+ 0.73% |
$1.69K - $2.46K
|
13.8K
$148K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
85+ 293.1% |
$1.44K - $2.09K
|
114
$1.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$1.18K - $1.72K
|
70
$751
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$304 - $444
|
18
$193
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14New |
$236 - $345
|
14
$150
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$169 - $246
|
10
$107
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 66.67% |
$169 - $246
|
25
$268
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 8.33% |
$50.7 - $73.9
|
39
$418
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$33.8 - $49.3
|
7
$75.1
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 50.0% |
$16.9 - $24.6
|
3
$32.2
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$16.9 - $24.6
|
3
$32.2
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$16.9 - $24.6
|
3
$32.2
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.62% |
$101 - $148
|
955
$10.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 38.18% |
$355 - $517
|
34
$365
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 7.81% |
$676 - $986
|
472
$5.06K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54- 2.95% |
$912 - $1.33K
|
1.77K
$19K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-69- 56.1% |
$1.17K - $1.7K
|
54
$579
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-69- 56.1% |
$1.17K - $1.7K
|
54
$579
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-113Closed |
$1.91K - $2.78K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-272- 0.14% |
$4.59K - $6.7K
|
199K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-283- 64.17% |
$4.78K - $6.97K
|
158
$1.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-300- 1.84% |
$5.07K - $7.39K
|
16K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-300- 2.08% |
$5.07K - $7.39K
|
14.1K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-563- 49.21% |
$9.51K - $13.9K
|
581
$6.23K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-783- 87.39% |
$13.2K - $19.3K
|
113
$1.21K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-854- 10.41% |
$14.4K - $21K
|
7.35K
$78.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.1K- 5.06% |
$18.5K - $27K
|
20.6K
$221K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.31K- 2.57% |
$22.2K - $32.4K
|
49.9K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-1.79K- 1.38% |
$30.2K - $44K
|
127K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 12.03% |
$34.5K - $50.3K
|
14.9K
$160K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.73K- 1.32% |
$46.1K - $67.2K
|
204K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.94K- 15.52% |
$49.6K - $72.4K
|
16K
$172K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.2K- 5.37% |
$54.1K - $78.9K
|
56.4K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.26K- 2.04% |
$55.1K - $80.4K
|
156K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.27K- 13.74% |
$55.3K - $80.6K
|
20.6K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.5K- 16.98% |
$59.1K - $86.3K
|
17.1K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.52K- 3.37% |
$59.5K - $86.8K
|
101K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.61K- 2.87% |
$61K - $89K
|
122K
$1.31M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.75K- 6.5% |
$63.4K - $92.5K
|
54K
$580K
|