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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.65KNew |
$182K - $265K
|
4.65K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
4.42KNew |
$173K - $252K
|
4.42K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.91KNew |
$153K - $222K
|
3.91K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.88KNew |
$152K - $221K
|
3.88K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.79KNew |
$149K - $216K
|
3.79K
$138K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$147K - $214K
|
3.76K
$137K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.32K+ 7.69% |
$130K - $189K
|
46.4K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.86KNew |
$112K - $163K
|
2.86K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
1.7KNew |
$66.7K - $96.8K
|
1.7K
$61.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
946New |
$37.1K - $53.8K
|
946
$34.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
766New |
$30K - $43.6K
|
766
$27.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
721New |
$28.3K - $41K
|
721
$26.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
632+ 1.15% |
$24.8K - $36K
|
55.4K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
584+ 3.5% |
$22.9K - $33.2K
|
17.3K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
569+ 27.11% |
$22.3K - $32.4K
|
2.67K
$97.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
361+ 6.79% |
$14.2K - $20.5K
|
5.68K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.19% |
$12.7K - $18.4K
|
15.1K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
182New |
$7.14K - $10.4K
|
182
$6.62K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
182New |
$7.14K - $10.4K
|
182
$6.62K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154+ 39.39% |
$6.04K - $8.77K
|
545
$19.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$2.55K - $3.7K
|
65
$2.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25New |
$980 - $1.42K
|
25
$910
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 16.67% |
$118 - $171
|
21
$764
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$39.2 - $56.9
|
1
$36.4
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$755K - $872K
|
21.8K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
13.5KNew |
$467K - $540K
|
13.5K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
9.49KNew |
$329K - $380K
|
9.49K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
9KNew |
$312K - $360K
|
9K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.04KNew |
$209K - $242K
|
6.04K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.4KNew |
$187K - $216K
|
5.4K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$90.4K - $104K
|
2.61K
$95K
|
|
|
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 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.95KNew |
$67.5K - $78K
|
1.95K
$71K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.11K+ 11.38% |
$38.3K - $44.2K
|
10.8K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 0.8% |
$38.1K - $44K
|
139K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$20.7K - $24K
|
599
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
61New |
$2.11K - $2.44K
|
61
$2.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$346 - $400
|
10
$364
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$104 - $120
|
6
$218
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$72.8
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$72.8
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.41M+ 273.44% |
$95.4M - $123M
|
4.66M
$170M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
CALL |
2.85MNew |
$79.6M - $103M
|
2.85M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
51.4KNew |
$1.44M - $1.85M
|
51.4K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
50KNew |
$1.4M - $1.8M
|
50K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
32.1K+ 297.22% |
$897K - $1.16M
|
42.9K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30.4K+ 8.01% |
$849K - $1.1M
|
410K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.5KNew |
$768K - $990K
|
27.5K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
10.8KNew |
$302K - $389K
|
10.8K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.71KNew |
$271K - $350K
|
9.71K
$354K
|
|