Latest Institutional Transactions on Vertex, Inc. (VERX)

VERX Quotes by TradingView

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
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
63K
New
$2.47M - $3.59M
63K $2.29M
Jan 28, 2025 Q4 2024
Triasima Portfolio Management Inc.

BUY
 -
58.8K
New
$2.3M - $3.34M
58.8K $2.14M
Jan 24, 2025 Q4 2024
Precision Wealth Strategies, LLC

BUY
 -
10K
New
$394K - $572K
10K $366K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
182
New
$7.14K - $10.4K
182 $6.62K
Jan 22, 2025 Q4 2024
Kbc Group Nv

BUY
 -
569
+ 27.11%
$22.3K - $32.4K
2.67K $97.1K
Jan 21, 2025 Q4 2024
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-1
- 16.67%
$39.2 - $56.9
5 $182
Jan 17, 2025 Q4 2024
Sheets Smith Wealth Management

BUY
 -
324
+ 2.19%
$12.7K - $18.4K
15.1K $550K
Jan 17, 2025 Q4 2024
Sg Americas Securities, LLC

SELL
 -
-8.73K
- 75.71%
$342K - $497K
2.8K $102K
Jan 16, 2025 Q4 2024
Ellsworth Advisors, LLC

BUY
 -
584
+ 3.5%
$22.9K - $33.2K
17.3K $629K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
65
New
$2.55K - $3.7K
65 $2.37K
Jan 13, 2025 Q4 2024
West Oak Capital, LLC

SELL
 -
-5.4K
- 99.96%
$212K - $308K
2 $72.8
Jan 10, 2025 Q4 2024
Harbor Capital Advisors, Inc.

SELL
 -
-325
- 3.32%
$12.7K - $18.5K
9.46K $344K
Q3 2024
Nov 14, 2024 Q3 2024
Hsbc Holdings PLC

London, X0
BUY
 -
6.04K
New
$209K - $242K
6.04K $220K
Nov 14, 2024 Q3 2024
Nebula Research & Development LLC

New York, NY
BUY
 -
2.33K
+ 34.08%
$80.6K - $93.1K
9.16K $333K
Nov 14, 2024 Q3 2024
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-10.9K
- 65.8%
$379K - $438K
5.69K $207K
Nov 14, 2024 Q3 2024
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-20K
- 36.96%
$692K - $799K
34.1K $1.24M
Nov 14, 2024 Q3 2024
Woodline Partners LP

San Francisco, CA
BUY
 -
9.49K
New
$329K - $380K
9.49K $345K
Nov 14, 2024 Q3 2024
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
13.5K
New
$467K - $540K
13.5K $491K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
599
New
$20.7K - $24K
599 $21.8K
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 CALL
9K
New
$312K - $360K
9K $328K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
1.95K
New
$67.5K - $78K
1.95K $71K
Nov 13, 2024 Q3 2024
Drw Securities, LLC

Chicago, IL
BUY
 -
21.8K
New
$755K - $872K
21.8K $794K
Nov 13, 2024 Q3 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
61
New
$2.11K - $2.44K
61 $2.22K
Nov 12, 2024 Q3 2024
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
1.1K
+ 0.8%
$38.1K - $44K
139K $5.06M
Nov 12, 2024 Q3 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
2.61K
New
$90.4K - $104K
2.61K $95K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
2
New
$69.2 - $80
2 $72.8
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
2
New
$69.2 - $80
2 $72.8
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
10
New
$346 - $400
10 $364
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.11K
+ 11.38%
$38.3K - $44.2K
10.8K $394K
Oct 16, 2024 Q3 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
3
+ 100.0%
$104 - $120
6 $218
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
5.4K
New
$187K - $216K
5.4K $197K
Q2 2024
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
5
New
$140 - $180
5 $182
Aug 14, 2024 Q2 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
27.5K
New
$768K - $990K
27.5K $1M
Aug 14, 2024 Q2 2024
Engineers Gate Manager LP

New York, NY
SELL
 -
-18.7K
- 44.44%
$523K - $674K
23.4K $851K
Aug 14, 2024 Q2 2024
Dark Forest Capital Management LP

Weston, CT
BUY
 -
7.6K
New
$212K - $274K
7.6K $277K
Aug 14, 2024 Q2 2024
Alpine Global Management, LLC

New York, NY
BUY
 -
51.4K
New
$1.44M - $1.85M
51.4K $1.87M
Aug 14, 2024 Q2 2024
Caption Management, LLC

Oklahoma City, OK
BUY
 CALL
50K
New
$1.4M - $1.8M
50K $1.82M
Aug 14, 2024 Q2 2024
Algert Global LLC

San Francisco, CA
SELL
 -
-17.9K
- 47.71%
$500K - $645K
19.6K $714K
Aug 13, 2024 Q2 2024
Eisler Capital (Us) LLC

New York, NY
SELL
 -
-335
- 1.43%
$9.36K - $12.1K
23K $838K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
9.71K
New
$271K - $350K
9.71K $354K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-567
- 8.44%
$15.8K - $20.4K
6.15K $224K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
23
New
$643 - $829
23 $837
Aug 13, 2024 Q2 2024
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
32.1K
+ 297.22%
$897K - $1.16M
42.9K $1.56M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 CALL
2.85M
New
$79.6M - $103M
2.85M $104M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
3.41M
+ 273.44%
$95.4M - $123M
4.66M $170M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
249
+ 133.87%
$6.96K - $8.98K
435 $15.8K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
SELL
 -
-649
- 99.69%
$18.1K - $23.4K
2 $72.8
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
71
New
$1.98K - $2.56K
71 $2.58K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
415
New
$11.6K - $15K
415 $15.1K

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