Institutional Ownership Vertex Energy Inc. (VTNR)
This table provides information about the institutional ownership of Vertex Energy Inc. (VTNR). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 4.22 Million shares, which have been reported (via 13F filing form) to have a value of $211,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
2,121,076
shares
|
$106,053
13.5% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,509,981
shares
|
$75,499
0.0% of portfolio
|
Q2 2024
Reduced 68.26%
|
|
|
Potomac Capital Management, Inc.
|
Feb 14, 2024 Q4 2023 |
180,000
shares
|
$9,000
1.07% of portfolio
|
Q4 2023
Reduced 8.88%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
98,188
shares
|
$4,909
0.0% of portfolio
|
Q4 2024
Reduced 66.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
45,000
shares
|
$2,250
0.01% of portfolio
|
Q1 2024
Added 125.0%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
42,600
shares
|
$2,130
0.0% of portfolio
|
Q4 2024
Added 202.13%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
42,000
shares
|
$2,100
0.0% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
37,375
shares
|
$1,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
33,864
shares
|
$1,693
0.0% of portfolio
|
Q4 2024
Added 37.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,750
shares
|
$1,237
0.0% of portfolio
|
Q4 2024
Reduced 36.6%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,918
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
Added 533.59%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
17,151
shares
|
$857
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
16,500
shares
|
$825
0.0% of portfolio
|
Q1 2024
Added 113.94%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
14,100
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,960
shares
|
$448
0.0% of portfolio
|
Q1 2024
Reduced 50.32%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$250
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
959
shares
|
$47
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|