Purchases and Sales Made in Q4 2022 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
274+ 3.04% |
$3.84K - $5.09K
|
9.3K
$498K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
242+ 32.84% |
$3.39K - $4.5K
|
979
$52.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
185New |
$2.59K - $3.44K
|
185
$9.91K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94New |
$1.32K - $1.75K
|
94
$5.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
82+ 5.16% |
$1.15K - $1.52K
|
1.67K
$89.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
67New |
$938 - $1.25K
|
67
$3.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15+ 1.41% |
$210 - $279
|
1.08K
$57.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
14New |
$196 - $260
|
14
$750
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$42 - $55.8
|
4
$214
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$14 - $18.6
|
2
$107
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$14 - $18.6
|
1
$53.6
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 33.33% |
$14 - $18.6
|
4
$214
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$14 - $18.6
|
1
$53.6
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$14 - $18.6
|
40.2K
$2.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-128- 9.46% |
$1.79K - $2.38K
|
1.23K
$65.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-130- 0.85% |
$1.82K - $2.42K
|
15.2K
$817K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-370- 1.27% |
$5.18K - $6.88K
|
28.7K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-845- 5.54% |
$11.8K - $15.7K
|
14.4K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1K- 6.71% |
$14K - $18.6K
|
13.9K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 5.51% |
$16.1K - $21.4K
|
19.7K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.24K- 1.36% |
$17.4K - $23.1K
|
90.3K
$4.84M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.77K- 1.95% |
$24.8K - $32.9K
|
89K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.49K- 12.56% |
$34.8K - $46.3K
|
17.3K
$929K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.77K- 1.81% |
$38.7K - $51.4K
|
150K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.05K- 2.22% |
$42.7K - $56.6K
|
134K
$7.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.15K- 6.88% |
$58.2K - $77.2K
|
56.2K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.43K- 0.69% |
$62K - $82.3K
|
640K
$34.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.13K- 80.44% |
$71.8K - $95.3K
|
1.25K
$66.8K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.5K- 21.57% |
$77K - $102K
|
20K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-7.16K- 7.45% |
$100K - $133K
|
88.9K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 51.81% |
$158K - $209K
|
10.5K
$561K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-13.7K- 4.35% |
$192K - $254K
|
301K
$16.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.5K- 22.62% |
$245K - $325K
|
59.7K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.5K- 22.62% |
$245K - $325K
|
59.7K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21.4K- 13.84% |
$300K - $398K
|
133K
$7.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-27K- 0.93% |
$378K - $501K
|
2.88M
$154M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-34.9K- 61.61% |
$488K - $648K
|
21.7K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-54.8K- 70.71% |
$767K - $1.02M
|
22.7K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.8K- 31.07% |
$949K - $1.26M
|
150K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-91.6K- 2.39% |
$1.28M - $1.7M
|
3.75M
$201M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-687K- 79.41% |
$9.62M - $12.8M
|
178K
$9.55M
|