Latest Institutional Purchases of Vertex, Inc. (VERX)
This list provides information on the latest institutional transactions involving Vertex, Inc. (VERX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.31K+ 0.57% |
$36.6K - $47.2K
|
232K
$9.66M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.2K+ 5.92% |
$33.4K - $43.1K
|
21.4K
$890K
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 13.26% |
$33.2K - $42.8K
|
10.1K
$422K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.13K+ 16.92% |
$31.7K - $40.9K
|
7.84K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.1KNew |
$30.7K - $39.7K
|
1.1K
$45.8K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 629.7% |
$29K - $37.5K
|
1.2K
$50.1K
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.02KNew |
$28.5K - $36.7K
|
1.02K
$42.4K
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
992+ 6.61% |
$27.7K - $35.8K
|
16K
$666K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
776New |
$21.7K - $28K
|
776
$32.3K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
466+ 0.15% |
$13K - $16.8K
|
306K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
428New |
$12K - $15.4K
|
428
$17.8K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
415New |
$11.6K - $15K
|
415
$17.3K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269New |
$7.52K - $9.7K
|
269
$11.2K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
249+ 133.87% |
$6.96K - $8.98K
|
435
$18.1K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
205+ 18.76% |
$5.73K - $7.39K
|
1.3K
$54K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
140New |
$3.91K - $5.05K
|
140
$5.82K
|
|
Aug 14, 2024
Q2 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
112+ 0.01% |
$3.13K - $4.04K
|
818K
$34M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
104New |
$2.91K - $3.75K
|
104
$4.33K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
97New |
$2.71K - $3.5K
|
97
$4.04K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$1.98K - $2.56K
|
71
$2.95K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 35.23% |
$1.9K - $2.45K
|
261
$10.9K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54+ 0.36% |
$1.51K - $1.95K
|
15K
$625K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
49+ 980.0% |
$1.37K - $1.77K
|
54
$2.25K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 24.06% |
$1.26K - $1.62K
|
232
$9.65K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23New |
$643 - $829
|
23
$957
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$419 - $541
|
15
$624
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
12New |
$335 - $433
|
12
$499
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$168 - $216
|
6
$250
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$140 - $180
|
5
$208
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$140 - $180
|
5
$208
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 50.0% |
$27.9 - $36.1
|
3
$125
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
251K+ 687.03% |
$5.92M - $8.44M
|
288K
$12M
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
151KNew |
$3.56M - $5.07M
|
151K
$6.28M
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
100K+ 65.36% |
$2.35M - $3.36M
|
253K
$10.5M
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100KNew |
$2.35M - $3.36M
|
100K
$4.16M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
92.2KNew |
$2.17M - $3.09M
|
92.2K
$3.83M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
85.4KNew |
$2.01M - $2.87M
|
85.4K
$3.55M
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
73.8KNew |
$1.74M - $2.48M
|
73.8K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
65KNew |
$1.53M - $2.18M
|
65K
$2.7M
|
|
May 13, 2024
Q1 2024
|
Gagnon Advisors, LLC
|
BUY
|
- |
57.8K+ 100.0% |
$1.36M - $1.94M
|
116K
$4.81M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30KNew |
$705K - $1.01M
|
30K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.5KNew |
$624K - $890K
|
26.5K
$1.1M
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
21.2KNew |
$499K - $712K
|
21.2K
$882K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.8KNew |
$466K - $664K
|
19.8K
$823K
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19.4KNew |
$457K - $652K
|
19.4K
$807K
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2KNew |
$381K - $543K
|
16.2K
$673K
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
15.3KNew |
$360K - $514K
|
15.3K
$636K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 42.07% |
$307K - $439K
|
44.1K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
13K+ 59.09% |
$306K - $437K
|
35K
$1.46M
|