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 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.6KNew |
$212K - $274K
|
7.6K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2KNew |
$55.9K - $72.1K
|
2K
$72.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
415New |
$11.6K - $15K
|
415
$15.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
249+ 133.87% |
$6.96K - $8.98K
|
435
$15.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
104New |
$2.91K - $3.75K
|
104
$3.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$1.98K - $2.56K
|
71
$2.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23New |
$643 - $829
|
23
$837
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$419 - $541
|
15
$546
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$140 - $180
|
5
$182
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
251K+ 687.03% |
$5.92M - $8.44M
|
288K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
151KNew |
$3.56M - $5.07M
|
151K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
100K+ 65.36% |
$2.35M - $3.36M
|
253K
$9.21M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100KNew |
$2.35M - $3.36M
|
100K
$3.64M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
95.3KNew |
$2.24M - $3.2M
|
95.3K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
92.2KNew |
$2.17M - $3.09M
|
92.2K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
65KNew |
$1.53M - $2.18M
|
65K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.8KNew |
$466K - $664K
|
19.8K
$720K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19.4KNew |
$457K - $652K
|
19.4K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2KNew |
$381K - $543K
|
16.2K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
15.3KNew |
$360K - $514K
|
15.3K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 42.07% |
$307K - $439K
|
44.1K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.5K+ 821.43% |
$271K - $386K
|
12.9K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10.6KNew |
$249K - $356K
|
10.6K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
7.67KNew |
$180K - $257K
|
7.67K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.52KNew |
$177K - $252K
|
7.52K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$172K - $245K
|
7.3K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.26KNew |
$171K - $244K
|
7.26K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7KNew |
$165K - $235K
|
7K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$118K - $168K
|
5K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
872+ 1.5% |
$20.5K - $29.3K
|
59K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
446New |
$10.5K - $15K
|
446
$16.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
253New |
$5.96K - $8.5K
|
253
$9.21K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26New |
$612 - $873
|
26
$946
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
149K+ 21.74% |
$3.28M - $4.39M
|
834K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
74.8KNew |
$1.65M - $2.21M
|
74.8K
$2.72M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47KNew |
$1.04M - $1.39M
|
47K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.6K+ 55.59% |
$475K - $636K
|
60.4K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$176 - $236
|
8
$291
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$265K - $344K
|
14.9K
$543K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.5KNew |
$97.7K - $127K
|
5.5K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$1.87K - $2.43K
|
105
$3.82K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$195 - $254
|
11
$400
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$35.5 - $46.2
|
4
$146
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
60KNew |
$1.11M - $1.38M
|
60K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.64K+ 49.63% |
$141K - $176K
|
23K
$838K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.04K+ 107.14% |
$112K - $139K
|
11.7K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.38KNew |
$25.5K - $31.6K
|
1.38K
$50.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
250New |
$4.63K - $5.75K
|
250
$9.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500KNew |
$6M - $10.5M
|
500K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
100KNew |
$1.2M - $2.09M
|
100K
$3.64M
|
|