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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$2K - $2.23K
|
9
$2.52K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$2K - $2.23K
|
9
$2.52K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.42% |
$2K - $2.23K
|
2.15K
$601K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 1.13% |
$2K - $2.23K
|
804
$225K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.34% |
$1.78K - $1.98K
|
2.34K
$656K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$1.78K - $1.98K
|
8
$2.24K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.34% |
$1.78K - $1.98K
|
2.34K
$656K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.7% |
$1.33K - $1.49K
|
866
$243K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6New |
$1.33K - $1.49K
|
6
$1.68K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$889 - $990
|
4
$1.12K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.97% |
$889 - $990
|
71
$19.9K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$667 - $743
|
27.5K
$7.7M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$667 - $743
|
3
$841
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3New |
$667 - $743
|
3
$841
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.39% |
$445 - $495
|
517
$145K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.19% |
$445 - $495
|
1.08K
$302K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.04% |
$222 - $248
|
50
$14K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.08% |
$222 - $248
|
1.31K
$367K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.0% |
$222 - $248
|
21
$5.88K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.81% |
$222 - $248
|
125
$35K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.54% |
$222 - $248
|
187
$52.4K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.14% |
$222 - $248
|
89
$24.9K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.3% |
$222 - $248
|
76
$21.3K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.3% |
$222 - $248
|
76
$21.3K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.15% |
$222 - $248
|
666
$187K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.12% |
$222 - $248
|
851
$238K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$445 - $495
|
558
$156K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.39% |
$445 - $495
|
142
$39.8K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 3.85% |
$667 - $743
|
75
$21K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-3- 18.75% |
$667 - $743
|
13
$3.64K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 14.29% |
$667 - $743
|
18
$5.04K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 50.0% |
$889 - $990
|
4
$1.12K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 2.49% |
$1.11K - $1.24K
|
196
$54.9K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5- 0.57% |
$1.11K - $1.24K
|
874
$245K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 9.26% |
$1.11K - $1.24K
|
49
$13.7K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6- 0.22% |
$1.33K - $1.49K
|
2.72K
$763K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 22.22% |
$1.33K - $1.49K
|
21
$5.88K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6- 0.53% |
$1.33K - $1.49K
|
1.13K
$316K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7- 0.25% |
$1.56K - $1.73K
|
2.74K
$768K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 70.0% |
$1.56K - $1.73K
|
3
$841
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 3.3% |
$1.56K - $1.73K
|
205
$57.4K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 3.2% |
$1.56K - $1.73K
|
212
$59.4K
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7- 0.2% |
$1.56K - $1.73K
|
3.44K
$963K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-9- 0.82% |
$2K - $2.23K
|
1.09K
$306K
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-10- 0.01% |
$2.22K - $2.48K
|
89.2K
$25M
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-11- 18.97% |
$2.44K - $2.72K
|
47
$13.2K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.49% |
$2.44K - $2.72K
|
2.24K
$627K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12- 1.32% |
$2.67K - $2.97K
|
897
$251K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 24.0% |
$2.67K - $2.97K
|
38
$10.6K
|