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 10 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $199,000.
| 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%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
97,500
shares
|
$4,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|