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Get Institutions for : 
Vertex Energy Inc (VTNR)  
$1.02 0.02 (1.92%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    14
Total shares held : 
 37,245,434  
% of shares held : 
 81.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -5,549,222  
% of shares held change : 
   -12.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $2.43  
Last Quarter's Ending Price : 
 $1.40  
Last Quarter's Average Price : 
 $1.59  
Change from last quarter's     
avg. price to the last closing  : 
0.57 (35.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 966,828
 2.6%
 
Increased Positions :
41
 6,635,429
 17.82%
 
Unchanged Positions :
31
 2,949,324
 7.92%
 
Decreased Positions :
42
-8,005,196
-21.49%
 
Closed Positions :
29
-5,146,283
-13.82%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TRELLUS MANAGEMENT COMPANY LLC 1 - 2023-09-30 2,121,076 $9,439,000 0
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 692 - 2024-03-31 1,319,467 $1,847,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 161 - 2024-03-31 538,775 $754,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3187 - 2024-03-31 199,328 $279,000 0
   ADAMS ASSET ADVISORS LLC 73 - 2024-03-31 180,000 $252,000 0
   NUVEEN ASSET MANAGEMENT, LLC 3104 - 2024-03-31 168,142 $235,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2233 - 2024-03-31 22,440 $212,000 0
   SEI INVESTMENTS CO 2419 - 2024-03-31 86,753 $121,000 0
   ALLIANCEBERNSTEIN L.P. 3002 - 2024-03-31 81,930 $115,000 0
   Goss Wealth Management LLC 2048 - 2024-03-31 72,318 $101,000 0
   Grassi Investment Management 122 - 2024-03-31 58,000 $81,000 0
   Capital Investment Advisors LLC 617 - 2024-03-31 31,104 $44,000 0
   Integrated Wealth Concepts LLC 1609 - 2024-03-31 21,202 $30,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 206 - 2024-03-31 17,500 $25,000 0
   BANCORPSOUTH BANK 337 - 2024-03-31 15,000 $21,000 0
   MACKENZIE FINANCIAL CORP 1512 - 2024-03-31 11,238 $16,000 0
   JANNEY MONTGOMERY SCOTT LLC 2684 - 2024-03-31 10,000 $14,000 0
   COMERICA BANK 3100 - 2024-03-31 9,000 $13,000 0
   SUMMIT INVESTMENT ADVISORS INC 2853 - 2024-03-31 5,577 $8,000 0
   Global Financial Private Client LLC 495 - 2024-03-31 5,000 $7,000 0
   Newbridge Financial Services Group Inc. 911 - 2024-03-31 2,500 $4,000 0
   ANCORA ADVISORS, LLC 1422 - 2024-03-31 2,000 $3,000 0
   Stone House Investment Management LLC 321 - 2024-03-31 2,409 $3,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1514 - 2024-03-31 520 $1,000 0
   VIMA LLC 357 - 2024-03-31 100 $1,000 0
   GRADIENT INVESTMENTS LLC 1029 - 2024-03-31 273 $0 0
   HighMark Wealth Management LLC 557 - 2024-03-31 345 $0 0
   PROEQUITIES INC. 8212 - 2024-03-31 0 $0 0
  28 Records found
  1    
  Page 1 of 1
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