Latest Institutional Transactions on Vertex, Inc. (VERX)
This table provides information on the latest institutional transactions involving Vertex, Inc. (VERX) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
9KNew |
$312K - $360K
|
9K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-46.9K- 19.69% |
$1.63M - $1.88M
|
192K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.9KNew |
$446K - $515K
|
12.9K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.4K+ 70.0% |
$601K - $694K
|
42.1K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 22.98% |
$3.86M - $4.46M
|
373K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
405K+ 165.93% |
$14M - $16.2M
|
649K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36.9K- 15.89% |
$1.28M - $1.48M
|
195K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.7K- 99.75% |
$438K - $506K
|
32
$1.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-45K- 17.94% |
$1.56M - $1.8M
|
206K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
212K+ 29.38% |
$7.34M - $8.48M
|
933K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.55K- 4.66% |
$88.2K - $102K
|
52.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.8K- 0.7% |
$62.3K - $72K
|
255K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37K- 20.16% |
$1.28M - $1.48M
|
146K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
397K+ 64.53% |
$13.7M - $15.9M
|
1.01M
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.49KNew |
$329K - $380K
|
9.49K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.5K- 17.05% |
$51.9K - $60K
|
7.3K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4K+ 24.59% |
$2.13M - $2.46M
|
311K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$2.14M - $2.48M
|
61.9K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
55.4KNew |
$1.92M - $2.21M
|
55.4K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-125- 39.06% |
$4.33K - $5K
|
195
$9.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-415- 0.02% |
$14.4K - $16.6K
|
2.16M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
163K+ 15.26% |
$5.64M - $6.51M
|
1.23M
$60.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.95KNew |
$67.5K - $78K
|
1.95K
$95.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
334K+ 5.23% |
$11.6M - $13.4M
|
6.72M
$330M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-744- 2.16% |
$25.8K - $29.8K
|
33.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
48.8K+ 119107.32% |
$1.69M - $1.95M
|
48.9K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$755K - $872K
|
21.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35.9K- 2.24% |
$1.24M - $1.44M
|
1.57M
$76.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.06K+ 22.76% |
$244K - $283K
|
38.1K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.34K- 97.53% |
$46.4K - $53.7K
|
34
$1.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
61New |
$2.11K - $2.44K
|
61
$3K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67.6K- 17.93% |
$2.34M - $2.7M
|
310K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-37.8K- 12.79% |
$1.31M - $1.51M
|
258K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.4K- 55.17% |
$1.09M - $1.26M
|
25.6K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.4K+ 37.78% |
$1.16M - $1.34M
|
122K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
10.3KNew |
$355K - $410K
|
10.3K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.64K- 7.64% |
$56.6K - $65.4K
|
19.8K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.83K- 45.24% |
$202K - $233K
|
7.06K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17.7K+ 129.08% |
$614K - $710K
|
31.5K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 15.71% |
$90.5K - $105K
|
14K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
399K+ 788.0% |
$13.8M - $16M
|
449K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 15.92% |
$139K - $161K
|
21.2K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.37K+ 178.33% |
$324K - $375K
|
14.6K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50.5K+ 207.51% |
$1.75M - $2.02M
|
74.9K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 1628.89% |
$732K - $846K
|
22.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 141.04% |
$10.8M - $12.4M
|
531K
$26.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
37.6K+ 3.04% |
$1.3M - $1.5M
|
1.28M
$62.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
253K+ 17.63% |
$8.77M - $10.1M
|
1.69M
$83M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
54KNew |
$1.87M - $2.16M
|
54K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.3K- 12.51% |
$390K - $451K
|
78.9K
$3.87M
|