Purchases and Sales Made in Q2 2023 in Verisk Analytics, Inc. (VRSK)
This table provides information about the institutional ownership of Verisk Analytics, Inc. (VRSK) during Q2 2023. The information is specifically focused on institutions that hold shares of Verisk Analytics, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
104+ 6.36% |
$19.7K - $23.7K
|
1.74K
$509K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
95+ 3.27% |
$18K - $21.7K
|
3K
$877K
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
89+ 2.48% |
$16.8K - $20.3K
|
3.68K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
84+ 1.78% |
$15.9K - $19.2K
|
4.8K
$1.41M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
84+ 11.81% |
$15.9K - $19.2K
|
795
$233K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82+ 7.41% |
$15.5K - $18.7K
|
1.19K
$348K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 153.06% |
$14.2K - $17.1K
|
124
$36.3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
75New |
$14.2K - $17.1K
|
75
$22K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.08% |
$14K - $16.9K
|
3.63K
$1.06M
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
73+ 1.2% |
$13.8K - $16.6K
|
6.16K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
72+ 2.77% |
$13.6K - $16.4K
|
2.68K
$783K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 33.83% |
$12.9K - $15.5K
|
269
$78.7K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61+ 3.09% |
$11.5K - $13.9K
|
2.03K
$595K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58+ 2.24% |
$11K - $13.2K
|
2.64K
$774K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
58+ 3.47% |
$11K - $13.2K
|
1.73K
$506K
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
57+ 0.46% |
$10.8K - $13K
|
12.4K
$3.64M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
56+ 3.01% |
$10.6K - $12.8K
|
1.91K
$560K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55+ 2.49% |
$10.4K - $12.5K
|
2.27K
$664K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 31.76% |
$10.2K - $12.3K
|
224
$65.6K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54+ 67.5% |
$10.2K - $12.3K
|
134
$39.2K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 61.18% |
$9.83K - $11.9K
|
137
$40.1K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
52New |
$9.83K - $11.9K
|
52
$15.2K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52+ 2.64% |
$9.83K - $11.9K
|
2.02K
$591K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
50New |
$9.45K - $11.4K
|
50
$14.6K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
50+ 0.91% |
$9.45K - $11.4K
|
5.54K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 17.36% |
$9.45K - $11.4K
|
338
$98.9K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 25.13% |
$9.26K - $11.2K
|
244
$71.4K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
48+ 1.3% |
$9.07K - $10.9K
|
3.74K
$1.09M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
47+ 0.38% |
$8.88K - $10.7K
|
12.4K
$3.63M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
47+ 4700.0% |
$8.88K - $10.7K
|
48
$14K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44+ 8.71% |
$8.32K - $10K
|
549
$161K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42New |
$7.94K - $9.58K
|
42
$12.3K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.98% |
$7.75K - $9.35K
|
4.25K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
38+ 0.24% |
$7.18K - $8.66K
|
15.6K
$4.56M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
35+ 3.26% |
$6.61K - $7.98K
|
1.11K
$325K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
34+ 2.19% |
$6.43K - $7.75K
|
1.59K
$465K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.73% |
$6.43K - $7.75K
|
1.28K
$375K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34+ 17.71% |
$6.43K - $7.75K
|
226
$66.2K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
31+ 1.94% |
$5.86K - $7.07K
|
1.63K
$477K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
29+ 1.23% |
$5.48K - $6.61K
|
2.39K
$699K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
28+ 1.85% |
$5.29K - $6.38K
|
1.54K
$451K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26+ 1.93% |
$4.91K - $5.93K
|
1.37K
$401K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 0.53% |
$4.72K - $5.7K
|
4.71K
$1.38M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24+ 171.43% |
$4.54K - $5.47K
|
38
$11.1K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 61.11% |
$4.16K - $5.02K
|
58
$17K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 1.67% |
$4.16K - $5.02K
|
1.34K
$393K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
22New |
$4.16K - $5.02K
|
22
$6.44K
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
21New |
$3.97K - $4.79K
|
21
$6.15K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
20New |
$3.78K - $4.56K
|
20
$5.85K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 5.62% |
$3.78K - $4.56K
|
376
$110K
|