Purchases and Sales Made in Q4 2023 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 2023. 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 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.8K+ 97.87% |
$568K - $761K
|
52.1K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
25K+ 192.23% |
$552K - $739K
|
38.1K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
24.3K+ 2178.42% |
$536K - $718K
|
25.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.5K+ 70.15% |
$517K - $693K
|
57K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.6K+ 55.59% |
$475K - $636K
|
60.4K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
20.8K+ 1.63% |
$458K - $613K
|
1.3M
$63.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.7K+ 53.79% |
$433K - $580K
|
56.2K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.5K+ 10.37% |
$386K - $516K
|
186K
$9.15M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 30.08% |
$366K - $490K
|
71.9K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15KNew |
$331K - $443K
|
15K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.7KNew |
$324K - $433K
|
14.7K
$721K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$296K - $396K
|
13.4K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11KNew |
$242K - $324K
|
11K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.94KNew |
$219K - $293K
|
9.94K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.26KNew |
$204K - $273K
|
9.26K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.76K+ 30.74% |
$193K - $258K
|
37.2K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
7.81K+ 1.64% |
$172K - $230K
|
483K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.7KNew |
$170K - $227K
|
7.7K
$378K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.29K+ 15.07% |
$139K - $186K
|
48K
$2.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
5.34K+ 39.56% |
$118K - $158K
|
18.8K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
5K+ 12.48% |
$110K - $148K
|
45.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.63K+ 39.24% |
$102K - $137K
|
16.4K
$807K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.44K+ 8.27% |
$97.8K - $131K
|
58.1K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.61K+ 1.15% |
$79.5K - $106K
|
318K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.11K+ 0.36% |
$68.5K - $91.7K
|
859K
$42.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.67KNew |
$58.9K - $78.8K
|
2.67K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.23K+ 33.13% |
$49.1K - $65.7K
|
8.95K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.4KNew |
$30.8K - $41.3K
|
1.4K
$68.7K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.37KNew |
$30.2K - $40.4K
|
1.37K
$67.3K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
800+ 0.28% |
$17.6K - $23.6K
|
286K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
735+ 28.44% |
$16.2K - $21.7K
|
3.32K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
719+ 6.9% |
$15.8K - $21.2K
|
11.1K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
573+ 3.39% |
$12.6K - $16.9K
|
17.5K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
544+ 1.27% |
$12K - $16K
|
43.4K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
441+ 5.23% |
$9.72K - $13K
|
8.87K
$435K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
350New |
$7.71K - $10.3K
|
350
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
193New |
$4.25K - $5.69K
|
193
$9.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
133+ 4.99% |
$2.93K - $3.92K
|
2.8K
$137K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
111New |
$2.45K - $3.27K
|
111
$5.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110New |
$2.42K - $3.25K
|
110
$5.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
100+ 8.94% |
$2.2K - $2.95K
|
1.22K
$59.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28+ 1.19% |
$617 - $826
|
2.38K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14New |
$308 - $413
|
14
$687
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$176 - $236
|
8
$393
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$110 - $148
|
5
$246
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$66.1 - $88.5
|
3
$147
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 20.0% |
$44.1 - $59
|
12
$589
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$44.1 - $59
|
6
$295
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 50.0% |
$22 - $29.5
|
3
$147
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|