Purchases and Sales Made in Q3 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
355+ 131.97% |
$12.3K - $14.2K
|
624
$30.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
169New |
$5.85K - $6.76K
|
169
$8.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
164+ 1.04% |
$5.68K - $6.56K
|
15.9K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
130+ 49.81% |
$4.5K - $5.2K
|
391
$19.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 80.0% |
$3.88K - $4.48K
|
252
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
109New |
$3.77K - $4.36K
|
109
$5.35K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
64+ 65.98% |
$2.22K - $2.56K
|
161
$7.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
61New |
$2.11K - $2.44K
|
61
$3K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
53+ 0.35% |
$1.83K - $2.12K
|
15.1K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 900.0% |
$1.56K - $1.8K
|
50
$2.46K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
42+ 20.0% |
$1.45K - $1.68K
|
252
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.38K - $1.6K
|
40
$1.96K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28+ 233.33% |
$969 - $1.12K
|
40
$1.96K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$589 - $680
|
17
$835
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 91.67% |
$381 - $440
|
23
$1.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$346 - $400
|
10
$491
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$277 - $320
|
8
$393
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 63.64% |
$242 - $280
|
18
$884
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.35% |
$242 - $280
|
168
$8.25K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$104 - $120
|
6
$295
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$98.2
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$98.2
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2New |
$69.2 - $80
|
2
$98.2
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$34.6 - $40
|
14.8K
$725K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 33.33% |
$623 - $720
|
36
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-28- 0.29% |
$969 - $1.12K
|
9.74K
$478K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 8.55% |
$3.57K - $4.12K
|
1.1K
$54.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-125- 39.06% |
$4.33K - $5K
|
195
$9.57K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-192- 5.94% |
$6.65K - $7.68K
|
3.04K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-250- 0.05% |
$8.66K - $10K
|
475K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-313- 86.94% |
$10.8K - $12.5K
|
47
$2.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-379- 41.51% |
$13.1K - $15.2K
|
534
$26.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-415- 0.02% |
$14.4K - $16.6K
|
2.16M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-437- 2.4% |
$15.1K - $17.5K
|
17.7K
$871K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 28.86% |
$16.4K - $19K
|
1.17K
$57.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-744- 2.16% |
$25.8K - $29.8K
|
33.6K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-907- 0.51% |
$31.4K - $36.3K
|
177K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.34K- 97.53% |
$46.4K - $53.7K
|
34
$1.67K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.35K- 4.07% |
$46.6K - $53.9K
|
31.7K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.64K- 7.64% |
$56.6K - $65.4K
|
19.8K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.73K- 39.63% |
$60K - $69.4K
|
2.64K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.8K- 0.7% |
$62.3K - $72K
|
255K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.85K- 21.01% |
$64.1K - $74.1K
|
6.96K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.08K- 3.39% |
$71.8K - $83K
|
59.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.55K- 4.66% |
$88.2K - $102K
|
52.2K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 15.71% |
$90.5K - $105K
|
14K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.7K- 2.44% |
$93.5K - $108K
|
108K
$5.29M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.21K- 25.93% |
$111K - $128K
|
9.16K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.02K- 11.59% |
$139K - $161K
|
30.7K
$1.51M
|