Purchases and Sales Made in Q2 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
29.2KNew |
$816K - $1.05M
|
29.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.5KNew |
$768K - $990K
|
27.5K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25.9K+ 2.19% |
$723K - $933K
|
1.21M
$42.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
25.1K+ 269.42% |
$701K - $904K
|
34.4K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
24.9KNew |
$695K - $897K
|
24.9K
$879K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
22.8KNew |
$636K - $821K
|
22.8K
$804K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 9.98% |
$629K - $812K
|
248K
$8.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
22.4K+ 1166.25% |
$627K - $808K
|
24.4K
$860K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
22.1KNew |
$617K - $797K
|
22.1K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 329.0% |
$541K - $699K
|
25.3K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
18.2KNew |
$508K - $655K
|
18.2K
$642K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.6KNew |
$465K - $600K
|
16.6K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.6KNew |
$465K - $600K
|
16.6K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.3K+ 32.51% |
$455K - $587K
|
66.3K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16K+ 5.72% |
$447K - $577K
|
296K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
15.5KNew |
$432K - $557K
|
15.5K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
14.9K+ 6.66% |
$416K - $537K
|
238K
$8.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.8KNew |
$413K - $533K
|
14.8K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
13.7KNew |
$384K - $496K
|
13.7K
$486K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
10.8KNew |
$302K - $389K
|
10.8K
$382K
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.7K+ 21.29% |
$298K - $384K
|
60.7K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.71KNew |
$271K - $350K
|
9.71K
$343K
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
9.5K+ 16.5% |
$265K - $342K
|
67.1K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
9.3K+ 9.19% |
$260K - $335K
|
111K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.81KNew |
$246K - $318K
|
8.81K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.59K+ 18.64% |
$240K - $310K
|
54.7K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.75K+ 16.74% |
$217K - $279K
|
54.1K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
7.7KNew |
$215K - $278K
|
7.7K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.6KNew |
$212K - $274K
|
7.6K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.83KNew |
$191K - $246K
|
6.83K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.78KNew |
$190K - $245K
|
6.78K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.64K+ 109.65% |
$185K - $239K
|
12.7K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.52KNew |
$182K - $235K
|
6.52K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.39KNew |
$178K - $230K
|
6.39K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.18KNew |
$173K - $223K
|
6.18K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.9KNew |
$165K - $213K
|
5.9K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
5.75K+ 2.35% |
$161K - $207K
|
251K
$8.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.32KNew |
$149K - $192K
|
5.32K
$188K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
5K+ 19.71% |
$140K - $180K
|
30.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.34K+ 2.43% |
$121K - $156K
|
183K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.02KNew |
$112K - $145K
|
4.02K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.87K+ 190.7% |
$80.2K - $103K
|
4.38K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$61.2K - $78.9K
|
2.19K
$77.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 204.72% |
$60.6K - $78.2K
|
3.23K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.88KNew |
$52.5K - $67.7K
|
1.88K
$66.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.8K+ 26.87% |
$50.3K - $64.9K
|
8.5K
$300K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.64K+ 11.65% |
$45.9K - $59.2K
|
15.7K
$556K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
1.44KNew |
$40.1K - $51.8K
|
1.44K
$50.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.31K+ 0.57% |
$36.6K - $47.2K
|
232K
$8.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.2K+ 5.92% |
$33.4K - $43.1K
|
21.4K
$756K
|