Purchases and Sales Made in Q2 2021 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.6MNew |
$26.2M - $37.2M
|
1.6M
$78.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
698KNew |
$11.4M - $16.2M
|
698K
$34.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
650K+ 31.98% |
$10.6M - $15.1M
|
2.68M
$132M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
447KNew |
$7.33M - $10.4M
|
447K
$22.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
300K+ 9.96% |
$4.92M - $7M
|
3.32M
$164M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203KNew |
$3.33M - $4.73M
|
203K
$10M
|
|
|
Jul 16, 2021
Q2 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
140K+ 79.48% |
$2.29M - $3.25M
|
315K
$15.6M
|
|
|
Aug 16, 2021
Q2 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
134K+ 93.86% |
$2.2M - $3.12M
|
277K
$13.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
127K+ 5.34% |
$2.08M - $2.95M
|
2.5M
$124M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119KNew |
$1.94M - $2.76M
|
119K
$5.85M
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
98.9KNew |
$1.62M - $2.3M
|
98.9K
$4.88M
|
|
|
Aug 15, 2022
Q2 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
85.7KNew |
$1.4M - $2M
|
85.7K
$4.23M
|
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
65K+ 60.7% |
$1.07M - $1.51M
|
172K
$8.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30.9KNew |
$506K - $720K
|
30.9K
$1.53M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.8K+ 7.62% |
$440K - $625K
|
379K
$18.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.2K+ 92.93% |
$429K - $609K
|
54.3K
$2.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
22.4K+ 127.74% |
$368K - $522K
|
40K
$1.97M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$331K - $471K
|
20.2K
$998K
|
|
|
Aug 13, 2021
Q2 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
19.9K+ 9.3% |
$326K - $463K
|
234K
$11.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
14.6KNew |
$239K - $339K
|
14.6K
$719K
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
13.4KNew |
$219K - $312K
|
13.4K
$661K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$164K - $233K
|
10K
$494K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
8.9KNew |
$146K - $207K
|
8.9K
$440K
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.96K+ 6.7% |
$64.9K - $92.3K
|
63.1K
$3.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
2.91K+ 4.22% |
$47.7K - $67.8K
|
72K
$3.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.49K+ 0.16% |
$40.8K - $58K
|
1.52M
$75.1M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.23K+ 10.22% |
$36.6K - $52K
|
24.1K
$1.19M
|
|
|
Aug 06, 2021
Q2 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.8K+ 3.23% |
$29.5K - $41.9K
|
57.6K
$2.84M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 13.23% |
$19.7K - $28K
|
10.3K
$508K
|
|
|
Aug 12, 2021
Q2 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
800New |
$13.1K - $18.6K
|
800
$39.5K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$12.3K - $17.5K
|
750
$37K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
549+ 1.69% |
$9K - $12.8K
|
33.1K
$1.63M
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
488+ 5.62% |
$8K - $11.4K
|
9.17K
$453K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300New |
$4.92K - $6.99K
|
300
$14.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300+ 29.62% |
$4.92K - $6.99K
|
1.31K
$64.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
200+ 0.7% |
$3.28K - $4.66K
|
28.7K
$1.42M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
33+ 7.42% |
$541 - $769
|
478
$23.6K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$49.2 - $69.9
|
3
$148
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-28Closed |
$459 - $652
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-53Closed |
$869 - $1.23K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-100Closed |
$1.64K - $2.33K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-154- 7.1% |
$2.52K - $3.59K
|
2.02K
$99.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-243- 0.37% |
$3.98K - $5.66K
|
65.5K
$3.23M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-558Closed |
$9.15K - $13K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-753Closed |
$12.3K - $17.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.89K- 37.4% |
$31K - $44K
|
3.16K
$156K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.1K- 1.98% |
$34.4K - $48.9K
|
104K
$5.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.66K- 19.34% |
$60K - $85.2K
|
15.3K
$754K
|
|
|
Aug 13, 2021
Q2 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.75K- 23.5% |
$61.5K - $87.3K
|
12.2K
$603K
|