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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 15.92% |
$139K - $161K
|
21.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.81K- 16.31% |
$201K - $232K
|
29.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.83K- 45.24% |
$202K - $233K
|
7.06K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.1K- 33.09% |
$348K - $402K
|
20.3K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10.9K- 65.8% |
$379K - $438K
|
5.69K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.3K- 12.51% |
$390K - $451K
|
78.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.7K- 99.75% |
$438K - $506K
|
32
$1.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-14.2K- 64.25% |
$492K - $568K
|
7.9K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.4K- 0.41% |
$497K - $575K
|
3.47M
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 36.96% |
$692K - $799K
|
34.1K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22.2K- 49.92% |
$768K - $888K
|
22.3K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-22.2K- 2.63% |
$769K - $889K
|
822K
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.4K- 55.17% |
$1.09M - $1.26M
|
25.6K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35.9K- 2.24% |
$1.24M - $1.44M
|
1.57M
$76.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-36.9K- 15.89% |
$1.28M - $1.48M
|
195K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37K- 20.16% |
$1.28M - $1.48M
|
146K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-37.8K- 12.79% |
$1.31M - $1.51M
|
258K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-39K- 46.32% |
$1.35M - $1.56M
|
45.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.8K- 26.68% |
$1.45M - $1.67M
|
115K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-45K- 17.94% |
$1.56M - $1.8M
|
206K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-46.9K- 19.69% |
$1.63M - $1.88M
|
192K
$9.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-55.6K- 8.63% |
$1.92M - $2.22M
|
588K
$28.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.4K- 24.76% |
$2.13M - $2.46M
|
187K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-62.7K- 15.49% |
$2.17M - $2.51M
|
342K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-67.6K- 17.93% |
$2.34M - $2.7M
|
310K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-75.8K- 10.76% |
$2.62M - $3.03M
|
629K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-78.5K- 6.5% |
$2.72M - $3.14M
|
1.13M
$55.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-87.6K- 25.47% |
$3.03M - $3.51M
|
256K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-98.6K- 5.62% |
$3.41M - $3.95M
|
1.66M
$81.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 22.98% |
$3.86M - $4.46M
|
373K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-119K- 71.33% |
$4.11M - $4.74M
|
47.7K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215K- 10.72% |
$7.45M - $8.61M
|
1.79M
$88M
|
|
|
Nov 14, 2024
Q3 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-229K- 29.44% |
$7.94M - $9.17M
|
549K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-344K- 40.57% |
$11.9M - $13.8M
|
504K
$24.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-525K- 18.73% |
$18.2M - $21M
|
2.28M
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Tensile Capital Management LP
Larkspur, CA |
SELL
|
- |
-580K- 12.52% |
$20.1M - $23.2M
|
4.05M
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.54M- 37.77% |
$53.4M - $61.8M
|
2.54M
$125M
|