Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vertex, Inc. (VERX)  
$35.28 0.02 (0.06%) as of 4:30 Tue 6/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    15
Total shares held : 
 53,331,863  
% of shares held : 
 87.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 8,387,935  
% of shares held change : 
   13.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.80  
Last Quarter's Ending Price : 
 $31.76  
Last Quarter's Average Price : 
 $26.98  
Change from last quarter's     
avg. price to the last closing  : 
8.30 (30.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 4,470,966
 8.38%
 
Increased Positions :
68
 7,695,062
 14.43%
 
Unchanged Positions :
18
 205,018
 0.38%
 
Decreased Positions :
31
-3,243,164
-6.08%
 
Closed Positions :
13
-534,929
-1%
 
Guru Positions :
1
85,397
 0.16%
 
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
   EAM Global Investors LLC 94 *Closed 2024-03-31 0 $0 -154,353
   Parallel Advisors LLC 3128 *Closed 2024-03-31 0 $0 -14
   VERITABLE LP 122 *Closed 2023-09-30 0 $0 -14,905
   ADVISORY RESEARCH INC 175 *Closed 2024-03-31 0 $0 -60,369
   Tradition Wealth Management LLC 1109 *Closed 2024-03-31 0 $0 -1,385
   EUDAIMONIA ASSET MANAGEMENT LLC 304 *Closed 2024-03-31 0 $0 -124,781
   CAPTRUST FINANCIAL ADVISORS 2169 *Closed 2024-03-31 0 $0 -16,441
   Ronald Blue Trust Inc. 2374 *Closed 2024-03-31 0 $0 -5
   XTX Topco Ltd 1955 *Closed 2024-03-31 0 $0 -9,261
   ExodusPoint Capital Management LP 1569 *Closed 2024-03-31 0 $0 -7,931
   AdvisorNet Financial Inc 2293 *Closed 2024-03-31 0 $0 -4
   Trexquant Investment LP 1809 *Closed 2024-03-31 0 $0 -52,134
   CALAMOS ADVISORS LLC 753 *Closed 2024-03-31 0 $0 -74,794
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1153 *Closed 2024-03-31 0 $0 -47,000
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us