Latest Institutional Transactions on Yext, Inc. (YEXT)
This table provides information on the latest institutional transactions involving Yext, Inc. (YEXT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
200New |
$922 - $1.41K
|
200
$1.32K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 96.19% |
$6.75K - $10.4K
|
58
$383
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
10.5KNew |
$48.2K - $74K
|
10.5K
$69K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-500Closed |
$2.31K - $3.54K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-200Closed |
$922 - $1.41K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
934New |
$4.31K - $6.6K
|
934
$6.16K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
35.9K+ 11.82% |
$193K - $359K
|
340K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$94.4K - $176K
|
17.6K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
48.3KNew |
$259K - $483K
|
48.3K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.85MClosed |
$26M - $48.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.3KClosed |
$55.3K - $103K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-600Closed |
$3.22K - $6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
CALL |
-50KClosed |
$269K - $500K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-797KClosed |
$4.28M - $7.97M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
100New |
$537 - $1K
|
100
$660
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-560KClosed |
$3.01M - $5.6M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 133.33% |
$537 - $1K
|
175
$1.16K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-400Closed |
$2.15K - $4K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
15KNew |
$80.6K - $150K
|
15K
$99K
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-82.6KClosed |
$443K - $826K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-28.4KClosed |
$153K - $284K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
PUT |
-42.2KClosed |
$227K - $422K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200New |
$1.07K - $2K
|
200
$1.32K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.67KClosed |
$8.96K - $16.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
61New |
$558 - $791
|
61
$403
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28KClosed |
$11.7K - $16.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.2KClosed |
$194K - $275K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invus Financial Advisors, LLC
New York, NY |
SELL
|
- |
-2.15MClosed |
$19.6M - $27.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-169Closed |
$1.55K - $2.19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300Closed |
$2.75K - $3.89K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$2.29K - $3.24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-154Closed |
$1.41K - $2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$915 - $1.3K
|
100
$660
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19Closed |
$174 - $246
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2KClosed |
$130K - $185K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-110KClosed |
$1.01M - $1.43M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-80.7KClosed |
$738K - $1.05M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100Closed |
$915 - $1.3K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46Closed |
$421 - $597
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250Closed |
$2.29K - $3.24K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-740Closed |
$6.77K - $9.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
42.2KNew |
$504K - $610K
|
42.2K
$279K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.6KClosed |
$282K - $342K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evr Research LP
Richmond, VA |
SELL
|
- |
-140KClosed |
$1.67M - $2.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-91.1KClosed |
$1.09M - $1.32M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-12.3KClosed |
$147K - $177K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-18.5KClosed |
$221K - $268K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-396KClosed |
$4.73M - $5.72M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
39New |
$466 - $564
|
39
$257
|
|
|
Nov 12, 2021
Q3 2021
|
Parametrica Management LTD
|
SELL
|
- |
-10.7KClosed |
$128K - $155K
|
0
$0
|
|