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
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98New |
$3.05K - $5.78K
|
98
$2.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
79+ 7.36% |
$2.46K - $4.66K
|
1.15K
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
65+ 106.56% |
$2.02K - $3.83K
|
126
$3.17K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$1.56K - $2.95K
|
50
$1.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45New |
$1.4K - $2.65K
|
45
$1.13K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32New |
$997 - $1.89K
|
32
$804
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 9.51% |
$966 - $1.83K
|
357
$8.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 67.39% |
$966 - $1.83K
|
77
$1.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
28+ 12.07% |
$872 - $1.65K
|
260
$6.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$623 - $1.18K
|
20
$502
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
16New |
$498 - $943
|
16
$402
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$467 - $884
|
15
$377
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 1.17% |
$405 - $766
|
1.12K
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 6.95% |
$405 - $766
|
200
$5.02K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.32% |
$187 - $354
|
1.88K
$47.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$62.3 - $118
|
4
$100
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$31.2 - $59
|
1
$25.1
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 6.25% |
$31.2 - $59
|
17
$427
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.04% |
$93.4 - $177
|
285
$7.16K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 17.24% |
$156 - $295
|
24
$603
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 43.48% |
$312 - $590
|
13
$327
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 16.67% |
$312 - $590
|
50
$1.26K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 16.13% |
$312 - $590
|
52
$1.31K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-44- 19.3% |
$1.37K - $2.59K
|
184
$4.62K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 0.58% |
$1.96K - $3.71K
|
10.8K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112- 0.74% |
$3.49K - $6.6K
|
15K
$376K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 50.0% |
$3.96K - $7.49K
|
127
$3.19K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-153- 6.15% |
$4.77K - $9.02K
|
2.34K
$58.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-190- 60.7% |
$5.92K - $11.2K
|
123
$3.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-214- 3.13% |
$6.67K - $12.6K
|
6.62K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 83.09% |
$7.2K - $13.6K
|
47
$1.18K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-306- 0.26% |
$9.53K - $18K
|
118K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 2.76% |
$12.5K - $23.6K
|
14.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-446- 3.42% |
$13.9K - $26.3K
|
12.6K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450- 60.0% |
$14K - $26.5K
|
300
$7.54K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-505- 1.52% |
$15.7K - $29.8K
|
32.8K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-656- 0.12% |
$20.4K - $38.7K
|
558K
$14M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-816- 10.64% |
$25.4K - $48.1K
|
6.86K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$39.7K - $75.2K
|
32.2K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-1.65K- 0.45% |
$51.4K - $97.2K
|
361K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.99K- 53.35% |
$62.1K - $117K
|
1.74K
$43.8K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.25K- 7.09% |
$70.1K - $133K
|
29.5K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.18K- 8.63% |
$99.2K - $188K
|
33.7K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.25K- 6.19% |
$101K - $191K
|
49.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.32K- 7.14% |
$103K - $196K
|
43.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.32K- 21.76% |
$104K - $196K
|
11.9K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.93K- 97.14% |
$154K - $291K
|
145
$3.64K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.93K- 1.35% |
$185K - $350K
|
433K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-6.91K- 4.04% |
$215K - $407K
|
164K
$4.12M
|