Purchases and Sales Made in Q3 2022 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$49.4
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$9.86 - $15.1
|
1
$49.4
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-24- 1.49% |
$237 - $362
|
1.59K
$78.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 7.27% |
$1.05K - $1.6K
|
1.35K
$66.8K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-190- 1.22% |
$1.87K - $2.87K
|
15.4K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-244- 0.6% |
$2.41K - $3.68K
|
40.2K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-464- 1.14% |
$4.58K - $7.01K
|
40.1K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-654- 3.49% |
$6.45K - $9.88K
|
18.1K
$894K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-691- 66.12% |
$6.81K - $10.4K
|
354
$17.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-711- 0.23% |
$7.01K - $10.7K
|
315K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.21K- 6.87% |
$11.9K - $18.2K
|
16.4K
$809K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.58K- 1.27% |
$35.3K - $54.1K
|
279K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4.17K- 8.18% |
$41.1K - $62.9K
|
46.8K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.25K- 5.1% |
$41.9K - $64.2K
|
79.1K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.02K- 2.55% |
$88.9K - $136K
|
344K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-14.4K- 15.67% |
$142K - $217K
|
77.5K
$3.83M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-15K- 6.98% |
$148K - $226K
|
200K
$9.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 57.73% |
$163K - $250K
|
12.1K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19K- 8.03% |
$188K - $288K
|
218K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.8K- 2.97% |
$767K - $1.17M
|
2.54M
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-165K- 4.13% |
$1.63M - $2.5M
|
3.84M
$190M
|
|
|
Oct 24, 2022
Q3 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-436K- 13.04% |
$4.3M - $6.59M
|
2.91M
$144M
|