Purchases and Sales Made in Q4 2023 in Verisk Analytics, Inc. (VRSK)
This table provides information about the institutional ownership of Verisk Analytics, Inc. (VRSK) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 48.51% |
$10.9K - $12.1K
|
150
$42K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47+ 4.27% |
$10.4K - $11.6K
|
1.15K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
47New |
$10.4K - $11.6K
|
47
$13.2K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
46+ 2.48% |
$10.2K - $11.4K
|
1.9K
$533K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 25.57% |
$10K - $11.1K
|
221
$61.9K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
45+ 0.25% |
$10K - $11.1K
|
18.3K
$5.11M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45+ 0.73% |
$10K - $11.1K
|
6.18K
$1.73M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
45New |
$10K - $11.1K
|
45
$12.6K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43+ 6.29% |
$9.56K - $10.6K
|
727
$204K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
41New |
$9.11K - $10.2K
|
41
$11.5K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40New |
$8.89K - $9.9K
|
40
$11.2K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
39New |
$8.67K - $9.66K
|
39
$10.9K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
38New |
$8.45K - $9.41K
|
38
$10.6K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
37+ 97.37% |
$8.22K - $9.16K
|
75
$21K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
37+ 97.37% |
$8.22K - $9.16K
|
75
$21K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
37+ 0.72% |
$8.22K - $9.16K
|
5.17K
$1.45M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.96% |
$7.11K - $7.92K
|
3.37K
$945K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 21.05% |
$7.11K - $7.92K
|
184
$51.6K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 30.69% |
$6.89K - $7.68K
|
132
$37K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 96.88% |
$6.89K - $7.68K
|
63
$17.7K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
31+ 7.75% |
$6.89K - $7.68K
|
431
$121K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30New |
$6.67K - $7.43K
|
30
$8.41K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30New |
$6.67K - $7.43K
|
30
$8.41K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
29+ 19.59% |
$6.45K - $7.18K
|
177
$49.6K
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
29+ 27.1% |
$6.45K - $7.18K
|
136
$38.1K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27New |
$6K - $6.69K
|
27
$7.57K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
26New |
$5.78K - $6.44K
|
26
$7.29K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$5.56K - $6.19K
|
25
$7.01K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
23+ 1.44% |
$5.11K - $5.69K
|
1.62K
$455K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$5.11K - $5.69K
|
23
$6.45K
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
21New |
$4.67K - $5.2K
|
21
$5.88K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.45% |
$4.45K - $4.95K
|
4.51K
$1.26M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19New |
$4.22K - $4.7K
|
19
$5.32K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19New |
$4.22K - $4.7K
|
19
$5.32K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
19+ 2.2% |
$4.22K - $4.7K
|
883
$247K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 45.0% |
$4K - $4.46K
|
58
$16.3K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 40.48% |
$3.78K - $4.21K
|
59
$16.5K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$3.56K - $3.96K
|
16
$4.48K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.41% |
$3.33K - $3.71K
|
3.71K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.55% |
$3.33K - $3.71K
|
2.77K
$775K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
14+ 8.92% |
$3.11K - $3.47K
|
171
$47.9K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 52.0% |
$2.89K - $3.22K
|
38
$10.6K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.28% |
$2.89K - $3.22K
|
4.59K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
12New |
$2.67K - $2.97K
|
12
$3.36K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.8% |
$2.67K - $2.97K
|
1.52K
$426K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 100.0% |
$2.67K - $2.97K
|
24
$6.73K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$2.22K - $2.48K
|
10
$2.8K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
10New |
$2.22K - $2.48K
|
10
$2.8K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10New |
$2.22K - $2.48K
|
10
$2.8K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 100.0% |
$2.22K - $2.48K
|
20
$5.6K
|