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Vertex Energy (VTNR) Institutional Ownership

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+0.07 (+5.38%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vertex Energy (NASDAQ:VTNR)

Current
Institutional Ownership
Percentage
42.99%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$49.14M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$15.74M
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VTNR Institutional Buying and Selling by Quarter

Vertex Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.19,634$27K0.0%N/A0.021%
5/1/2024 BNP Paribas Financial Markets60,298$84K0.0%-41.4%0.064%
4/24/2024 Leavell Investment Management Inc.60,000$84K0.0%-20.5%0.064%
4/19/2024 Willis Johnson & Associates Inc.20,034$28K0.0%N/A0.021%
4/16/2024 Hennessy Advisors Inc.463,800$649K0.0%+44.0%0.496%
3/14/2024 Hennessy Advisors Inc.322,100$1.09M0.1%N/A0.344%
2/14/2024Oracle Investment Management Inc.50,000$170K0.1%+97.6%0.053%
2/13/2024Sona Asset Management US LLC1,400,000$4.75M0.2%-28.4%1.497%
2/12/2024RPO LLC22,004$75K0.1%N/A0.024%
2/8/2024First Eagle Investment Management LLC867,801$2.94M0.0%+27.8%0.928%
2/7/2024 BNP Paribas Financial Markets102,863$349K0.0%-13.6%0.110%
2/7/2024Versor Investments LP47,400$161K0.0%N/A0.051%
2/6/2024Swiss National Bank174,700$592K0.0%-5.3%0.187%
2/5/2024Victory Capital Management Inc.11,072$38K0.0%N/A0.012%
2/5/2024 Van ECK Associates Corp430,699$1.46M0.0%+33.2%0.461%
1/30/2024Mackenzie Financial Corp11,238$38K0.0%N/A0.012%
1/23/2024 Leavell Investment Management Inc.75,500$256K0.0%-11.2%0.081%
1/12/2024 Adams Asset Advisors LLC180,000$610K0.1%+100.0%0.192%
1/11/2024 Grassi Investment Management58,000$197K0.0%+52.6%0.062%
12/18/2023Vanguard Group Inc.5,094,415$22.67M0.0%+30.5%5.448%
12/6/2023Citigroup Inc.214,256$953K0.0%-8.6%0.229%
11/22/2023Graham Capital Management L.P.522,139$2.32M0.1%-41.1%0.558%
11/15/2023Cito Capital Group LLC136,000$605K0.3%+9.7%0.145%
11/14/2023Oracle Investment Management Inc.25,300$113K0.0%-74.8%0.027%
11/14/2023Potomac Capital Management Inc.197,545$879K1.1%-1.7%0.211%
11/14/2023Numerai GP LLC17,599$78K0.0%N/A0.019%
11/14/2023Prescott Group Capital Management L.L.C.171,334$762K0.2%+20.4%0.183%
11/13/2023Rafferty Asset Management LLC369,360$1.64M0.0%-15.1%0.395%
11/9/2023Citigroup Inc.214,256$953K0.0%-8.6%0.230%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,319,467$5.87M0.0%+14.8%1.414%
11/8/2023 Van ECK Associates Corp323,299$1.44M0.0%+28.1%0.347%
11/8/2023Atria Wealth Solutions Inc.262,042$1.17M0.0%+12.1%0.281%
11/8/2023First Eagle Investment Management LLC678,990$3.02M0.0%N/A0.728%
11/8/2023Swiss National Bank184,500$821K0.0%+31.8%0.198%
11/7/2023Arizona State Retirement System23,892$106K0.0%+32.2%0.026%
11/1/2023Nwam LLC516,376$2.30M0.2%-9.3%0.554%
10/24/2023 Bank of New York Mellon Corp204,815$911K0.0%-1.9%0.220%
10/24/2023 Cambridge Investment Research Advisors Inc.156,656$697K0.0%+1.4%0.168%
10/20/2023 Valeo Financial Advisors LLC28,136$125K0.0%+21.6%0.030%
10/17/2023 Inscription Capital LLC97,500$434K0.1%+9.6%0.105%
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10/16/2023 Leavell Investment Management Inc.85,000$378K0.0%-6.1%0.091%
10/13/2023 SummerHaven Investment Management LLC108,997$485K0.4%N/A0.117%
10/13/2023Avidian Wealth Solutions LLC343,323$1.53M0.1%-1.8%0.368%
10/11/2023 Grassi Investment Management38,000$169K0.0%+18.8%0.041%
10/10/2023FNY Investment Advisers LLC54,100$240K0.1%+54,000.0%0.058%
10/5/2023 IVC Wealth Advisors LLC14,550$65K0.0%+28.8%0.016%
9/21/2023Barclays PLC25,135$157K0.0%-105.3%0.027%
8/15/2023Kamunting Street Capital Management L.P.50,000$312K0.3%N/A0.054%
8/14/2023Oracle Investment Management Inc.100,400$628K0.5%-33.2%0.108%
8/14/2023Potomac Capital Management Inc.201,000$1.26M1.3%+38.3%0.215%
8/14/2023CastleKnight Management LP1,552,000$9.70M1.0%+74.1%1.664%
8/14/2023Capital Fund Management S.A.317,283$1.98M0.0%-26.2%0.340%
8/14/2023Graham Capital Management L.P.886,926$5.54M0.2%N/A0.951%
8/11/2023Hotchkis & Wiley Capital Management LLC1,219,630$7.62M0.0%+26.1%1.308%
8/10/2023Prescott Group Capital Management L.L.C.142,325$890K0.2%-49.3%0.153%
8/10/2023Nwam LLC569,228$3.56M0.3%+12.4%0.610%
8/10/2023Citigroup Inc.234,325$1.47M0.0%+18.7%0.251%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,149,467$7.18M0.1%N/A1.233%
8/4/2023American International Group Inc.32,505$203K0.0%+24.5%0.035%
8/3/2023Atria Wealth Solutions Inc.233,822$1.46M0.0%-0.8%0.251%
8/3/2023Avidian Wealth Solutions LLC349,747$2.19M0.1%+39.8%0.375%
8/3/2023 Van ECK Associates Corp252,450$1.58M0.0%+45.5%0.271%
8/3/2023Myriad Asset Management US LP697,700$4.36M98.5%N/A0.748%
7/25/2023 Raymond James & Associates20,003$125K0.0%N/A0.021%
7/21/2023 Segment Wealth Management LLC50,177$314K0.0%-90.7%0.054%
7/19/2023 Leavell Investment Management Inc.90,500$566K0.0%+2.3%0.097%
7/14/2023 Valeo Financial Advisors LLC23,136$145K0.0%-12.2%0.025%
7/13/2023 IVC Wealth Advisors LLC11,300$71K0.0%N/A0.012%
7/13/2023 Cambridge Investment Research Advisors Inc.154,417$965K0.0%-3.4%0.166%
7/11/2023ARS Investment Partners LLC74,773$467K0.1%-12.8%0.098%
6/1/2023Prelude Capital Management LLC26,862$265K0.0%+22.5%0.035%
5/12/2023Nwam LLC506,640$5.01M0.5%N/A0.667%
5/11/2023 Cambridge Investment Research Advisors Inc.159,867$1.58M0.0%+19.8%0.211%
5/11/2023Citigroup Inc.197,479$1.95M0.0%-62.7%0.260%
5/10/2023 Mitchell Mcleod Pugh & Williams Inc.18,535$183K0.1%+36.9%0.024%
5/10/2023Prescott Group Capital Management L.L.C.280,533$2.77M0.6%-46.8%0.369%
5/9/2023 SWS Partners14,100$139K0.1%N/A0.019%
5/9/2023Aptus Capital Advisors LLC10,241$101K0.0%-29.8%0.013%
5/9/2023Y Intercept Hong Kong Ltd28,450$281K0.0%N/A0.037%
5/8/2023Avidian Wealth Solutions LLC250,192$2.47M0.1%+49.5%0.329%
5/8/2023Sigma Planning Corp14,400$142K0.0%+25.2%0.019%
5/5/2023GFG Capital LLC51,764$368K0.1%-12.9%0.068%
5/3/2023Jump Financial LLC73,100$722K0.0%+70.0%0.097%
5/3/2023 Van ECK Associates Corp173,493$1.71M0.0%-27.2%0.229%
4/28/2023SG Americas Securities LLC19,959$197K0.0%N/A0.026%
4/20/2023 Counterpoint Mutual Funds LLC10,996$109K0.1%N/A0.015%
4/18/2023ETF Managers Group LLC17,151$169K0.0%N/A0.023%
4/17/2023 Cadent Capital Advisors LLC56,700$560K0.3%-4.2%0.075%
4/17/2023 Valeo Financial Advisors LLC26,361$260K0.0%+76.5%0.035%
4/14/2023O Neil Global Advisors Inc.16,555$164K0.1%N/A0.022%
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4/13/2023 Leavell Investment Management Inc.88,500$874K0.1%+13.5%0.117%
4/6/2023 Dash Acquisitions Inc.12,100$120K0.1%N/A0.016%
4/5/2023ARS Investment Partners LLC85,773$847K0.1%+26.4%0.113%
3/29/2023Diametric Capital LP34,693$215K0.1%-45.3%0.046%
3/23/2023MetLife Investment Management LLC21,727$135K0.0%-23.2%0.029%
2/14/2023Saltoro Capital LP114,058$707K0.6%N/A0.151%
2/13/2023Atria Wealth Solutions Inc.235,822$1.46M0.0%-1.0%0.312%
2/13/2023Capital Fund Management S.A.677,955$4.20M0.0%+102.8%0.896%
2/13/2023CenterBook Partners LP48,403$300K0.0%-81.0%0.064%
2/9/2023Citigroup Inc.529,870$3.29M0.0%-4.0%0.700%
(Data available from 1/1/2016 forward)

VTNR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTNR shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Vertex Energy. The most heavily invested institutionals were Vanguard Group Inc. ($22.67M), Driehaus Capital Management LLC ($13.87M), Trellus Management Company LLC ($13.21M), CastleKnight Management LP ($9.70M), Hotchkis & Wiley Capital Management LLC ($7.62M), Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($5.87M), and Sona Asset Management US LLC ($4.75M).Learn more on VTNR's institutional investors.

What percentage of Vertex Energy stock is owned by institutional investors?

42.99% of Vertex Energy stock is owned by institutional investors. Learn more on VTNR's institutional investor holdings.

Which institutional investors have been buying Vertex Energy stock?

Of the 93 institutional investors that purchased Vertex Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($1.32M), Driehaus Capital Management LLC ($1.32M), Vanguard Group Inc. ($1.19M), Graham Capital Management L.P. ($886.93K), First Eagle Investment Management LLC ($867.80K), CastleKnight Management LP ($797.90K), and Myriad Asset Management US LP ($697.70K).

How much institutional buying is happening at Vertex Energy?

Institutional investors have bought a total of 16,629,701 shares in the last 24 months. This purchase volume represents approximately $117.46M in transactions.

Which Vertex Energy major shareholders have been selling company stock?

Of the 36 institutional investors that sold Vertex Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sona Asset Management US LLC ($556.31K), Segment Wealth Management LLC ($488.60K), Citigroup Inc. ($394.85K), Prescott Group Capital Management L.L.C. ($384.55K), Graham Capital Management L.P. ($364.79K), Van ECK Associates Corp ($361.88K), and CenterBook Partners LP ($206.83K).

How much institutional selling is happening at Vertex Energy?

Institutional investors have sold a total of 3,831,116 shares in the last 24 months. This volume of shares sold represents approximately $25.49M in transactions.


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This page (NASDAQ:VTNR) was last updated on 5/5/2024 by MarketBeat.com Staff

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