Latest Institutional Purchases of Vertex, Inc. (VERX)

VERX Quotes by TradingView

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
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
170
+ 129.77%
$5.3K - $10K
301 $11K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
140
+ 71.79%
$4.36K - $8.25K
335 $12.2K
May 14, 2025 Q1 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
129
New
$4.02K - $7.6K
129 $4.7K
May 15, 2025 Q1 2025
Banque Transatlantique Sa

Paris, I0
BUY
 -
110
New
$3.43K - $6.48K
110 $4K
May 13, 2025 Q1 2025
Ci Investments Inc.

Toronto, A6
BUY
 -
98
New
$3.05K - $5.78K
98 $3.57K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
79
+ 7.36%
$2.46K - $4.66K
1.15K $41.9K
May 01, 2025 Q1 2025
Cwm, LLC

BUY
 -
65
+ 106.56%
$2.02K - $3.83K
126 $4.59K
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
50
New
$1.56K - $2.95K
50 $1.82K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
45
New
$1.4K - $2.65K
45 $1.64K
Apr 24, 2025 Q1 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
32
New
$997 - $1.89K
32 $1.16K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
31
+ 67.39%
$966 - $1.83K
77 $2.8K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
28
+ 12.07%
$872 - $1.65K
260 $9.46K
Apr 17, 2025 Q1 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
20
New
$623 - $1.18K
20 $728
May 15, 2025 Q1 2025
Amundi

Paris, I0
BUY
 -
16
New
$498 - $943
16 $582
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
15
New
$467 - $884
15 $546
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
13
+ 6.95%
$405 - $766
200 $7.28K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

BUY
 -
13
+ 1.17%
$405 - $766
1.12K $40.8K
Apr 25, 2025 Q1 2025
Amalgamated Bank

New York, NY
BUY
 -
6
+ 0.32%
$187 - $354
1.88K $68.6K
Apr 07, 2025 Q1 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2
+ 100.0%
$62.3 - $118
4 $146
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
1
New
$31.2 - $59
1 $36.4
May 09, 2025 Q1 2025
Hemington Wealth Management

BUY
 -
1
+ 6.25%
$31.2 - $59
17 $619
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 07, 2025 Q4 2024
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
177K
New
$6.92M - $10.1M
177K $6.43M
Feb 13, 2025 Q4 2024
Eam Investors, LLC

Solana Beach, CA
BUY
 -
93.3K
New
$3.66M - $5.31M
93.3K $3.39M
Feb 14, 2025 Q4 2024
Public Employees Retirement Association Of Colorado

Denver, CO
BUY
 -
89.7K
+ 21.33%
$3.52M - $5.11M
510K $18.6M
Feb 13, 2025 Q4 2024
Eam Global Investors LLC

Solana Beach, CA
BUY
 -
73.8K
New
$2.9M - $4.2M
73.8K $2.69M
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
Feb 14, 2025 Q4 2024
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
51.7K
+ 5.11%
$2.03M - $2.94M
1.06M $38.7M
Feb 11, 2025 Q4 2024
Sheets Smith Investment Management

Houston, TX
BUY
 -
35.3K
New
$1.38M - $2.01M
35.3K $1.29M
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
33.6K
New
$1.32M - $1.91M
33.6K $1.22M
Feb 14, 2025 Q4 2024
Credit Agricole S A

BUY
 -
27.4K
New
$1.07M - $1.56M
27.4K $996K
Apr 30, 2025 Q4 2024
Bosman Wealth Management, LLC

Redlands, CA
BUY
 -
22.7K
New
$890K - $1.29M
22.7K $827K
Feb 14, 2025 Q4 2024
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
20.9K
New
$821K - $1.19M
20.9K $762K
Feb 13, 2025 Q4 2024
Jump Financial, LLC

Chicago, IL
BUY
 -
17.4K
+ 276.49%
$682K - $991K
23.7K $863K
Feb 10, 2025 Q4 2024
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
12.3K
New
$482K - $699K
12.3K $447K
Feb 14, 2025 Q4 2024
Quantessence Capital LLC

New York, NY
BUY
 -
12.1K
New
$474K - $688K
12.1K $440K
Feb 14, 2025 Q4 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
12K
New
$471K - $684K
12K $438K
Feb 11, 2025 Q4 2024
Police & Firemen'S Retirement System Of New Jersey

Trenton, NJ
BUY
 -
11.6K
New
$453K - $658K
11.6K $421K
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
11.2K
New
$437K - $635K
11.2K $406K
Jan 24, 2025 Q4 2024
Precision Wealth Strategies, LLC

BUY
 -
10K
New
$394K - $572K
10K $366K
Feb 06, 2025 Q4 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
10K
New
$392K - $570K
10K $364K
Feb 13, 2025 Q4 2024
Fora Capital, LLC

Miami, FL
BUY
 -
9.16K
New
$359K - $522K
9.16K $334K
Feb 10, 2025 Q4 2024
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
8.28K
New
$325K - $471K
8.28K $301K
Feb 14, 2025 Q4 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
7.36K
+ 5.02%
$289K - $419K
154K $5.61M
Feb 14, 2025 Q4 2024
Atom Investors LP

Austin, TX
BUY
 -
6.75K
New
$265K - $384K
6.75K $246K
Jan 29, 2025 Q4 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
6.13K
New
$240K - $349K
6.13K $223K
Feb 14, 2025 Q4 2024
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
5.58K
New
$219K - $318K
5.58K $203K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.69K
New
$184K - $267K
4.69K $171K

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