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 133 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
15,000
shares
|
$1,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,619
shares
|
$1,754
0.0% of portfolio
|
Q1 2024
Added 20.19%
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
13,979
shares
|
$1,677
0.0% of portfolio
|
Q1 2024
Reduced 72.01%
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
13,376
shares
|
$1,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
Saltoro Capital, LP
Dallas, TX |
Aug 14, 2024 Q2 2024 |
13,006
shares
|
$1,560
100.0% of portfolio
|
Q2 2024
New holding
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 01, 2024 Q2 2024 |
12,800
shares
|
$1,536
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Aug 14, 2024 Q2 2024 |
12,100
shares
|
$1,452
0.06% of portfolio
|
Q2 2024
New holding
|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,096
shares
|
$1,451
0.0% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
11,238
shares
|
$1,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gfg Capital, LLC
|
Jul 22, 2024 Q2 2024 |
10,615
shares
|
$1,273
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
10,000
shares
|
$1,200
0.0% of portfolio
|
Q4 2022
Reduced 3.85%
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 13, 2024 Q2 2024 |
10,000
shares
|
$1,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,960
shares
|
$1,075
0.0% of portfolio
|
Q1 2024
Reduced 50.32%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
8,099
shares
|
$971
0.0% of portfolio
|
Q2 2024
Reduced 24.9%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
6,876
shares
|
$825
0.0% of portfolio
|
Q2 2024
Reduced 93.2%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
5,000
shares
|
$600
0.0% of portfolio
|
Q4 2019
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,000
shares
|
$600
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,514
shares
|
$541
0.0% of portfolio
|
Q2 2024
Added 179.33%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
4,242
shares
|
$509
0.0% of portfolio
|
Q2 2024
Reduced 40.7%
|
|
Macquarie Group LTD
Australia, C3 |
Aug 09, 2024 Q2 2024 |
3,169
shares
|
$380
0.0% of portfolio
|
Q2 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
2,500
shares
|
$300
0.0% of portfolio
|
Q2 2022
New holding
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,409
shares
|
$289
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$240
0.0% of portfolio
|
Q1 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,565
shares
|
$187
0.0% of portfolio
|
Q2 2024
Reduced 99.17%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
1,362
shares
|
$163
0.0% of portfolio
|
Q2 2024
Added 69.83%
|