Purchases and Sales Made in Q1 2025 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q1 2025. 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 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
6.55KNew |
$204K - $386K
|
6.55K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.46K+ 5.13% |
$201K - $381K
|
133K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
6.17K+ 2.49% |
$192K - $364K
|
254K
$6.39M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.1KNew |
$190K - $360K
|
6.1K
$153K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.9KNew |
$184K - $348K
|
5.9K
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.8K+ 46.4% |
$181K - $342K
|
18.3K
$460K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.8K+ 1719.35% |
$149K - $283K
|
5.08K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.63K+ 30.92% |
$144K - $273K
|
19.6K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5K+ 97.91% |
$140K - $265K
|
9.1K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.48K+ 5.62% |
$139K - $264K
|
84.2K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.22KNew |
$131K - $249K
|
4.22K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.79KNew |
$118K - $223K
|
3.79K
$95.2K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.67K+ 41.96% |
$114K - $216K
|
12.4K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.53K+ 22.71% |
$110K - $208K
|
19.1K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.46K+ 4.41% |
$108K - $204K
|
81.9K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.4K+ 27.2% |
$106K - $200K
|
15.9K
$399K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.35K+ 17.24% |
$104K - $197K
|
22.8K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.77KNew |
$86.3K - $163K
|
2.77K
$69.6K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.76K+ 37.48% |
$85.9K - $163K
|
10.1K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.7K+ 0.78% |
$84.1K - $159K
|
348K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.58K+ 14.56% |
$80.4K - $152K
|
20.3K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.3K+ 7.38% |
$71.7K - $136K
|
33.5K
$841K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.25K+ 13.95% |
$70.1K - $133K
|
18.4K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.06K+ 12.09% |
$64.3K - $122K
|
19.1K
$480K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.95K+ 19.64% |
$60.6K - $115K
|
11.9K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.7K+ 2.8% |
$52.8K - $99.9K
|
62.3K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.46K+ 29.03% |
$45.5K - $86.1K
|
6.49K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12KNew |
$34.7K - $65.7K
|
1.12K
$28K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.1K+ 106.27% |
$34.3K - $64.9K
|
2.14K
$53.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
948+ 88.1% |
$29.5K - $55.9K
|
2.02K
$50.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
925+ 12.1% |
$28.8K - $54.5K
|
8.57K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
844+ 1722.45% |
$26.3K - $49.8K
|
893
$22.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
807New |
$25.1K - $47.6K
|
807
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
690+ 7.25% |
$21.5K - $40.7K
|
10.2K
$256K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
649+ 16.14% |
$20.2K - $38.3K
|
4.67K
$117K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
641New |
$20K - $37.8K
|
641
$16.1K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
543+ 5.52% |
$16.9K - $32K
|
10.4K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
514New |
$16K - $30.3K
|
514
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400New |
$12.5K - $23.6K
|
400
$10K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
395+ 25.68% |
$12.3K - $23.3K
|
1.93K
$48.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
394+ 189.42% |
$12.3K - $23.2K
|
602
$15.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
378New |
$11.8K - $22.3K
|
378
$9.5K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$10.7K - $20.2K
|
343
$8.62K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334New |
$10.4K - $19.7K
|
334
$8.39K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
299New |
$9.31K - $17.6K
|
299
$7.51K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
170+ 129.77% |
$5.3K - $10K
|
301
$7.56K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
140+ 71.79% |
$4.36K - $8.25K
|
335
$8.42K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
129New |
$4.02K - $7.6K
|
129
$3.24K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
110New |
$3.43K - $6.48K
|
110
$2.76K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 66.01% |
$3.15K - $5.95K
|
254
$6.38K
|