Purchases and Sales Made in Q4 2024 in Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-64- 5.47% |
$2.51K - $3.64K
|
1.11K
$37.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-166- 0.01% |
$6.51K - $9.45K
|
1.28M
$42.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-208- 38.95% |
$8.16K - $11.8K
|
326
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-221- 2.27% |
$8.67K - $12.6K
|
9.52K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-307- 48.73% |
$12K - $17.5K
|
323
$10.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-325- 3.32% |
$12.7K - $18.5K
|
9.46K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-513- 4.92% |
$20.1K - $29.2K
|
9.91K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-558- 89.42% |
$21.9K - $31.8K
|
66
$2.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-600- 1.93% |
$23.5K - $34.2K
|
30.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-900- 4.43% |
$35.3K - $51.2K
|
19.4K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-938- 0.48% |
$36.8K - $53.4K
|
194K
$6.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-958- 11.52% |
$37.6K - $54.5K
|
7.36K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-967- 1.41% |
$37.9K - $55K
|
67.5K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.26K- 57.56% |
$49.4K - $71.7K
|
929
$31.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-1.3K- 0.74% |
$51.1K - $74.1K
|
176K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.44K- 57.35% |
$56.6K - $82.1K
|
1.07K
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 16.27% |
$58.5K - $84.9K
|
7.67K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.8K- 2.27% |
$70.5K - $102K
|
77.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.83K- 26.62% |
$71.7K - $104K
|
5.04K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.96K- 64.58% |
$76.9K - $112K
|
1.08K
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.02K- 10.23% |
$79.2K - $115K
|
17.7K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.46K- 7.32% |
$96.5K - $140K
|
31.2K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.1K- 6.33% |
$121K - $176K
|
45.8K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-3.1K- 40.29% |
$122K - $177K
|
4.6K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.26K- 10.62% |
$128K - $186K
|
27.4K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.36K- 2.76% |
$132K - $191K
|
118K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 6.23% |
$132K - $192K
|
50.6K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.19K- 16.39% |
$164K - $238K
|
21.4K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-4.99K- 0.95% |
$196K - $284K
|
520K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.3K- 29.42% |
$208K - $301K
|
12.7K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.4K- 99.96% |
$212K - $308K
|
2
$67.2
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.13K- 27.51% |
$240K - $349K
|
16.1K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.32K- 3.92% |
$287K - $417K
|
179K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.1K- 1.29% |
$318K - $461K
|
621K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.73K- 75.71% |
$342K - $497K
|
2.8K
$94.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.37K- 64.07% |
$368K - $534K
|
5.26K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-10.2K- 68.17% |
$398K - $578K
|
4.74K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-13K- 0.9% |
$510K - $741K
|
1.44M
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-13.1K- 72.27% |
$513K - $745K
|
5.02K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 9.24% |
$530K - $770K
|
133K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-13.9K- 36.06% |
$543K - $788K
|
24.6K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-14.2K- 31.42% |
$557K - $808K
|
31K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-14.5K- 3.09% |
$568K - $825K
|
455K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-18.7K- 0.82% |
$733K - $1.06M
|
2.26M
$76M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18.9K- 36.84% |
$742K - $1.08M
|
32.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 3.07% |
$781K - $1.13M
|
630K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.9K- 8.48% |
$857K - $1.24M
|
236K
$7.93M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-25K- 20.0% |
$980K - $1.42M
|
100K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-28.4K- 37.98% |
$1.11M - $1.62M
|
46.4K
$1.56M
|