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 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
19+ 0.84% |
$3.59K - $4.33K
|
2.29K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 58.06% |
$3.4K - $4.1K
|
49
$13.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
16+ 0.27% |
$3.02K - $3.65K
|
5.88K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
16New |
$3.02K - $3.65K
|
16
$4.48K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
16New |
$3.02K - $3.65K
|
16
$4.48K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
14+ 0.3% |
$2.65K - $3.19K
|
4.61K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14New |
$2.65K - $3.19K
|
14
$3.92K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$2.27K - $2.74K
|
12
$3.36K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 22.92% |
$2.08K - $2.51K
|
59
$16.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
10+ 20.83% |
$1.89K - $2.28K
|
58
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 100.0% |
$1.89K - $2.28K
|
20
$5.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.89K - $2.28K
|
10
$2.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$1.7K - $2.05K
|
8.13K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 88.89% |
$1.51K - $1.82K
|
17
$4.76K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8New |
$1.51K - $1.82K
|
8
$2.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$1.51K - $1.82K
|
8
$2.24K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.33% |
$1.32K - $1.6K
|
2.15K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 10.71% |
$1.13K - $1.37K
|
62
$17.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 9.09% |
$1.13K - $1.37K
|
72
$20.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 18.75% |
$1.13K - $1.37K
|
38
$10.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$945 - $1.14K
|
5
$1.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.18% |
$945 - $1.14K
|
2.72K
$763K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5New |
$945 - $1.14K
|
5
$1.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
5+ 0.03% |
$945 - $1.14K
|
17.1K
$4.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$945 - $1.14K
|
3.27K
$916K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 8.77% |
$945 - $1.14K
|
62
$17.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 5.56% |
$945 - $1.14K
|
95
$26.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$945 - $1.14K
|
9.41K
$2.64M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 2.33% |
$378 - $456
|
88
$24.7K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.09% |
$378 - $456
|
2.31K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.53% |
$378 - $456
|
381
$107K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.08% |
$189 - $228
|
49
$13.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$189 - $228
|
2.18K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$189 - $228
|
4
$1.12K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.64% |
$189 - $228
|
62
$17.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.03% |
$189 - $228
|
3.58K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.56% |
$189 - $228
|
17
$4.76K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 4.76% |
$189 - $228
|
20
$5.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.37% |
$378 - $456
|
144
$40.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 2.5% |
$378 - $456
|
78
$21.9K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 2.5% |
$378 - $456
|
78
$21.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 0.18% |
$378 - $456
|
1.09K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 1.95% |
$756 - $912
|
201
$56.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5- 0.13% |
$945 - $1.14K
|
3.88K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 20.83% |
$945 - $1.14K
|
19
$5.32K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5- 0.03% |
$945 - $1.14K
|
17.6K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5- 0.95% |
$945 - $1.14K
|
521
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-6- 0.61% |
$1.13K - $1.37K
|
984
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7- 0.63% |
$1.32K - $1.6K
|
1.1K
$308K
|