Purchases and Sales Made in Q3 2023 in Verisk Analytics, Inc. (VRSK)
This table provides information about the institutional ownership of Verisk Analytics, Inc. (VRSK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$5.56K - $6.21K
|
25
$7.02K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
24+ 0.18% |
$5.34K - $5.96K
|
13.7K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
24+ 38.71% |
$5.34K - $5.96K
|
86
$24.1K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
22+ 25.88% |
$4.9K - $5.47K
|
107
$30K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21+ 0.67% |
$4.67K - $5.22K
|
3.17K
$889K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
21+ 3.25% |
$4.67K - $5.22K
|
667
$187K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
20+ 76.92% |
$4.45K - $4.97K
|
46
$12.9K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19+ 1.41% |
$4.23K - $4.72K
|
1.36K
$382K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
17+ 1.59% |
$3.78K - $4.22K
|
1.08K
$304K
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.22% |
$3.78K - $4.22K
|
7.62K
$2.14M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
16+ 0.09% |
$3.56K - $3.98K
|
18.2K
$5.11M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$2.89K - $3.23K
|
13
$3.65K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 35.14% |
$2.89K - $3.23K
|
50
$14K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13+ 0.12% |
$2.89K - $3.23K
|
10.9K
$3.07M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11New |
$2.45K - $2.73K
|
11
$3.09K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11+ 2.0% |
$2.45K - $2.73K
|
560
$157K
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.42% |
$2.23K - $2.48K
|
2.38K
$667K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.22% |
$2.23K - $2.48K
|
4.58K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10New |
$2.23K - $2.48K
|
10
$2.81K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 15.52% |
$2K - $2.24K
|
67
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
9+ 0.16% |
$2K - $2.24K
|
5.55K
$1.56M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 15.25% |
$2K - $2.24K
|
68
$19.1K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 42.11% |
$1.78K - $1.99K
|
27
$7.58K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.26% |
$1.56K - $1.74K
|
2.73K
$767K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 13.51% |
$1.11K - $1.24K
|
42
$11.8K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.3% |
$1.11K - $1.24K
|
1.67K
$468K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.11K - $1.24K
|
3.28K
$920K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.59% |
$1.11K - $1.24K
|
858
$241K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 23.53% |
$890 - $994
|
21
$5.9K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 37.5% |
$668 - $745
|
11
$3.09K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.92% |
$445 - $497
|
219
$61.5K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 3.85% |
$445 - $497
|
54
$15.2K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.19% |
$223 - $248
|
515
$145K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.26% |
$223 - $248
|
382
$107K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$223 - $248
|
3.36K
$943K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.07% |
$223 - $248
|
1.39K
$389K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.98% |
$223 - $248
|
101
$28.4K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1- 0.08% |
$223 - $248
|
1.31K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.28% |
$223 - $248
|
77
$21.6K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.28% |
$223 - $248
|
77
$21.6K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.61% |
$223 - $248
|
61
$17.1K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 1.39% |
$223 - $248
|
71
$19.9K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 9.09% |
$445 - $497
|
20
$5.62K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-2- 40.0% |
$445 - $497
|
3
$842
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 0.1% |
$445 - $497
|
2.02K
$566K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 5.88% |
$668 - $745
|
48
$13.5K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 4.88% |
$890 - $994
|
78
$21.9K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5- 1.01% |
$1.11K - $1.24K
|
488
$137K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.14% |
$1.11K - $1.24K
|
3.53K
$992K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- 0.08% |
$1.11K - $1.24K
|
5.88K
$1.65M
|