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 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
544KNew |
$18.8M - $21.8M
|
544K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.1K+ 5.64% |
$799K - $924K
|
432K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 156.24% |
$984K - $1.14M
|
46.6K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-907- 0.51% |
$31.4K - $36.3K
|
177K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
12.1K+ 4.07% |
$420K - $485K
|
310K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 0.8% |
$38.1K - $44K
|
139K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.85K- 21.01% |
$64.1K - $74.1K
|
6.96K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.58K+ 25.49% |
$54.5K - $63K
|
7.76K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18.1KNew |
$627K - $724K
|
18.1K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$277 - $320
|
8
$393
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.57K+ 3.5% |
$88.8K - $103K
|
75.8K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$90.4K - $104K
|
2.61K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.38K - $1.6K
|
40
$1.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
164+ 1.04% |
$5.68K - $6.56K
|
15.9K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111K+ 25.98% |
$3.85M - $4.45M
|
539K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-250- 0.05% |
$8.66K - $10K
|
475K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-62.7K- 15.49% |
$2.17M - $2.51M
|
342K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-313- 86.94% |
$10.8K - $12.5K
|
47
$2.31K
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
60.3K+ 7.7% |
$2.09M - $2.41M
|
843K
$41.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
466K+ 786.97% |
$16.1M - $18.6M
|
525K
$25.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215K- 10.72% |
$7.45M - $8.61M
|
1.79M
$88M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 8.55% |
$3.57K - $4.12K
|
1.1K
$54.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
39.3K+ 254.34% |
$1.36M - $1.57M
|
54.8K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.81K- 16.31% |
$201K - $232K
|
29.8K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6KNew |
$403K - $466K
|
11.6K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.35% |
$242 - $280
|
168
$8.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
124K+ 35.95% |
$4.3M - $4.97M
|
470K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
540+ 126.17% |
$18.7K - $21.6K
|
968
$47.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.7K- 2.44% |
$93.5K - $108K
|
108K
$5.29M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.21K- 25.93% |
$111K - $128K
|
9.16K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 80.0% |
$3.88K - $4.48K
|
252
$12.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
243K+ 36.36% |
$8.41M - $9.72M
|
911K
$44.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.51K+ 344.46% |
$122K - $140K
|
4.53K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
53+ 0.35% |
$1.83K - $2.12K
|
15.1K
$741K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
662+ 46.07% |
$22.9K - $26.5K
|
2.1K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.03KNew |
$174K - $201K
|
5.03K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-87.6K- 25.47% |
$3.03M - $3.51M
|
256K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.4K- 24.76% |
$2.13M - $2.46M
|
187K
$9.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.02K- 11.59% |
$139K - $161K
|
30.7K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22.2K- 49.92% |
$768K - $888K
|
22.3K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
415K+ 40.07% |
$14.4M - $16.6M
|
1.45M
$71.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
27.6K+ 406.87% |
$956K - $1.1M
|
34.4K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-98.6K- 5.62% |
$3.41M - $3.95M
|
1.66M
$81.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$98.2
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-14.2K- 64.25% |
$492K - $568K
|
7.9K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.4K+ 4.79% |
$48.5K - $56K
|
30.6K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$589 - $680
|
17
$835
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$34.6 - $40
|
14.8K
$725K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 63.64% |
$242 - $280
|
18
$884
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.49KNew |
$328K - $380K
|
9.49K
$466K
|