Purchases and Sales Made in Q1 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2024. The information is specifically focused on institutions that hold shares of Vertex, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.5K- 98.13% |
$1.35M - $1.93M
|
1.09K
$27.5K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.9K- 19.23% |
$1.55M - $2.21M
|
277K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.1K- 19.5% |
$2.21M - $3.16M
|
388K
$9.76M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-97.9K- 2.67% |
$2.31M - $3.29M
|
3.57M
$89.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-107K- 43.14% |
$2.52M - $3.59M
|
141K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-118K- 5.41% |
$2.79M - $3.98M
|
2.07M
$52.1M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-138K- 97.54% |
$3.24M - $4.62M
|
3.47K
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-138K- 36.05% |
$3.25M - $4.64M
|
245K
$6.16M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 31.8% |
$3.62M - $5.16M
|
330K
$8.28M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 31.8% |
$3.62M - $5.16M
|
330K
$8.28M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-268K- 96.53% |
$6.31M - $9.01M
|
9.63K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-354K- 6.93% |
$8.34M - $11.9M
|
4.76M
$120M
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-611K- 45.77% |
$14.4M - $20.5M
|
724K
$18.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.08M- 33.3% |
$25.4M - $36.3M
|
2.16M
$54.4M
|