Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,101
shares
|
$59,266
0.0% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
968
shares
|
$52,107
0.0% of portfolio
|
Q3 2024
Added 126.17%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
630
shares
|
$33,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
624
shares
|
$33,589
0.0% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
599
shares
|
$32,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
534
shares
|
$28,745
0.0% of portfolio
|
Q3 2024
Reduced 41.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
435
shares
|
$23,416
0.0% of portfolio
|
Q2 2024
Added 133.87%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
415
shares
|
$22,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
391
shares
|
$21,047
0.0% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
252
shares
|
$13,565
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
252
shares
|
$13,565
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
232
shares
|
$12,488
0.0% of portfolio
|
Q2 2024
Added 24.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
195
shares
|
$10,496
0.0% of portfolio
|
Q3 2024
Reduced 39.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
169
shares
|
$9,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
168
shares
|
$9,043
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
161
shares
|
$8,666
0.0% of portfolio
|
Q3 2024
Added 65.98%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
131
shares
|
$7,051
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
109
shares
|
$5,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
71
shares
|
$3,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
61
shares
|
$3,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
50
shares
|
$2,691
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$2,530
0.0% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
40
shares
|
$2,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$2,153
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
36
shares
|
$1,937
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|