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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.54KNew |
$18.4K - $32.2K
|
1.54K
$75.5K
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
100KNew |
$1.2M - $2.09M
|
100K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1K+ 7.19% |
$12K - $20.9K
|
14.9K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30KNew |
$359K - $627K
|
30K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$150K - $262K
|
12.5K
$615K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500KNew |
$6M - $10.5M
|
500K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.02K- 7.1% |
$12.3K - $21.4K
|
13.4K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.3KNew |
$208K - $362K
|
17.3K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
23.3KNew |
$279K - $487K
|
23.3K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$24 - $41.9
|
2
$98.2
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111New |
$1.33K - $2.32K
|
111
$5.45K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$1.57K - $2.74K
|
131
$6.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$36 - $62.8
|
3
$147
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.9KNew |
$503K - $668K
|
35.9K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-687K- 79.41% |
$9.62M - $12.8M
|
178K
$8.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
3.24K+ 2.7% |
$45.3K - $60.1K
|
123K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$1.05M - $1.39M
|
75K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
87.5KNew |
$1.22M - $1.63M
|
87.5K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
14New |
$196 - $260
|
14
$687
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 51.81% |
$158K - $209K
|
10.5K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
382New |
$5.35K - $7.1K
|
382
$18.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
95.3KNew |
$1.33M - $1.77M
|
95.3K
$4.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$14 - $18.6
|
4
$196
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 57.73% |
$163K - $250K
|
12.1K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.16K+ 149.06% |
$31.2K - $47.7K
|
5.28K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$13.7K - $20.9K
|
1.39K
$68K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.98KNew |
$19.5K - $29.9K
|
1.98K
$97.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$49.1
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-691- 66.12% |
$6.81K - $10.4K
|
354
$17.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-89Closed |
$854 - $1.45K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7.16K- 17.28% |
$68.7K - $116K
|
34.3K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10KClosed |
$95.9K - $163K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-400Closed |
$3.84K - $6.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-12.9KClosed |
$123K - $209K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.89KNew |
$18.2K - $30.8K
|
1.89K
$93K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 27.48% |
$15.1K - $25.6K
|
4.16K
$204K
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
14.3KNew |
$137K - $232K
|
14.3K
$702K
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-18.4KClosed |
$177K - $299K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-325KClosed |
$4.13M - $5.46M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$50.8 - $67.2
|
4
$196
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.43KNew |
$43.5K - $57.5K
|
3.43K
$168K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-70Closed |
$890 - $1.18K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12Closed |
$190 - $261
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.42MClosed |
$22.6M - $30.9M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$173K - $237K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-70KClosed |
$1.27M - $1.58M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-25KClosed |
$454K - $566K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-300KClosed |
$5.45M - $6.79M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.68MClosed |
$48.7M - $60.7M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-113Closed |
$2.05K - $2.56K
|
0
$0
|
|