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 9 institutions that hold shares in the stock, with a total of 3.88 Million shares, which have been reported (via 13F filing form) to have a value of $194,000.
| 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%
|
|
|
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%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
17,151
shares
|
$857
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,960
shares
|
$448
0.0% of portfolio
|
Q1 2024
Reduced 50.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
959
shares
|
$47
0.0% of portfolio
|
Q3 2022
New holding
|