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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$14 - $18.6
|
4
$202
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.16K+ 149.06% |
$31.2K - $47.7K
|
5.28K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.98KNew |
$19.5K - $29.9K
|
1.98K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$13.7K - $20.9K
|
1.39K
$70K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$50.5
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
14.3KNew |
$137K - $232K
|
14.3K
$723K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.89KNew |
$18.2K - $30.8K
|
1.89K
$95.7K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.43KNew |
$43.5K - $57.5K
|
3.43K
$173K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4New |
$50.8 - $67.2
|
4
$202
|
|
| Q2 2021 | |||||||
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$4.92K - $6.99K
|
300
$15.2K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
35New |
$821 - $1.29K
|
35
$1.77K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75KNew |
$1.63M - $2.18M
|
75K
$3.79M
|
|
|
Nov 16, 2020
Q3 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$760K - $1.02M
|
35K
$1.77M
|
|