Vertex Energy (VTNR) Institutional Ownership

$0.87

+0.04 (+4.84%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 42.99%
Number of Institutional Buyers (last 12 months): 40
Total Institutional Inflows (last 12 months): $42.73M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $8.85M

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VTNR Institutional Buying and Selling by Quarter

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Vertex Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/24/2024	SummerHaven Investment Management LLC	130,402	$123K	0.1%	+11.6%	0.139%
5/21/2024	Sona Asset Management US LLC	219,516	$307K	0.0%	-84.3%	0.235%
5/15/2024	Ceeto Capital Group LLC	237,000	$332K	0.1%	+74.3%	0.253%
5/15/2024	Price T Rowe Associates Inc. MD	64,976	$91K	0.0%	+79.1%	0.069%
5/15/2024	Quadrature Capital Ltd	76,705	$107K	0.0%	N/A	0.082%
5/10/2024	Vanguard Group Inc.	4,880,443	$6.83M	0.0%	-6.4%	5.219%
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5/10/2024	Nwam LLC	649,377	$942K	0.1%	+15.7%	0.694%
5/2/2024	Mitchell Mcleod Pugh & Williams Inc.	19,634	$27K	0.0%	N/A	0.021%
5/1/2024	BNP Paribas Financial Markets	60,298	$84K	0.0%	-41.4%	0.064%
4/24/2024	Leavell Investment Management Inc.	60,000	$84K	0.0%	-20.5%	0.064%
4/19/2024	Willis Johnson & Associates Inc.	20,034	$28K	0.0%	N/A	0.021%
4/16/2024	Hennessy Advisors Inc.	463,800	$649K	0.0%	+44.0%	0.496%
3/14/2024	Hennessy Advisors Inc.	322,100	$1.09M	0.1%	N/A	0.344%
2/14/2024	Oracle Investment Management Inc.	50,000	$170K	0.1%	+97.6%	0.053%
2/13/2024	Sona Asset Management US LLC	1,400,000	$4.75M	0.2%	-28.4%	1.497%
2/12/2024	RPO LLC	22,004	$75K	0.1%	N/A	0.024%
2/8/2024	First Eagle Investment Management LLC	867,801	$2.94M	0.0%	+27.8%	0.928%
2/7/2024	BNP Paribas Financial Markets	102,863	$349K	0.0%	-13.6%	0.110%
2/7/2024	Versor Investments LP	47,400	$161K	0.0%	N/A	0.051%
2/6/2024	Swiss National Bank	174,700	$592K	0.0%	-5.3%	0.187%
2/5/2024	Victory Capital Management Inc.	11,072	$38K	0.0%	N/A	0.012%
2/5/2024	Van ECK Associates Corp	430,699	$1.46M	0.0%	+33.2%	0.461%
1/30/2024	Mackenzie Financial Corp	11,238	$38K	0.0%	N/A	0.012%
1/23/2024	Leavell Investment Management Inc.	75,500	$256K	0.0%	-11.2%	0.081%
1/12/2024	Adams Asset Advisors LLC	180,000	$610K	0.1%	+100.0%	0.192%
1/11/2024	Grassi Investment Management	58,000	$197K	0.0%	+52.6%	0.062%
12/18/2023	Vanguard Group Inc.	5,094,415	$22.67M	0.0%	+30.5%	5.448%
12/6/2023	Citigroup Inc.	214,256	$953K	0.0%	-8.6%	0.229%
11/22/2023	Graham Capital Management L.P.	522,139	$2.32M	0.1%	-41.1%	0.558%
11/15/2023	Cito Capital Group LLC	136,000	$605K	0.3%	+9.7%	0.145%
11/14/2023	Oracle Investment Management Inc.	25,300	$113K	0.0%	-74.8%	0.027%
11/14/2023	Potomac Capital Management Inc.	197,545	$879K	1.1%	-1.7%	0.211%
11/14/2023	Numerai GP LLC	17,599	$78K	0.0%	N/A	0.019%
11/14/2023	Prescott Group Capital Management L.L.C.	171,334	$762K	0.2%	+20.4%	0.183%
11/13/2023	Rafferty Asset Management LLC	369,360	$1.64M	0.0%	-15.1%	0.395%
11/9/2023	Citigroup Inc.	214,256	$953K	0.0%	-8.6%	0.230%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	1,319,467	$5.87M	0.0%	+14.8%	1.414%
11/8/2023	Van ECK Associates Corp	323,299	$1.44M	0.0%	+28.1%	0.347%
11/8/2023	Atria Wealth Solutions Inc.	262,042	$1.17M	0.0%	+12.1%	0.281%
11/8/2023	First Eagle Investment Management LLC	678,990	$3.02M	0.0%	N/A	0.728%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now.
11/8/2023	Swiss National Bank	184,500	$821K	0.0%	+31.8%	0.198%
11/7/2023	Arizona State Retirement System	23,892	$106K	0.0%	+32.2%	0.026%
11/1/2023	Nwam LLC	516,376	$2.30M	0.2%	-9.3%	0.554%
10/24/2023	Bank of New York Mellon Corp	204,815	$911K	0.0%	-1.9%	0.220%
10/24/2023	Cambridge Investment Research Advisors Inc.	156,656	$697K	0.0%	+1.4%	0.168%
10/20/2023	Valeo Financial Advisors LLC	28,136	$125K	0.0%	+21.6%	0.030%
10/17/2023	Inscription Capital LLC	97,500	$434K	0.1%	+9.6%	0.105%
10/16/2023	Leavell Investment Management Inc.	85,000	$378K	0.0%	-6.1%	0.091%
10/13/2023	SummerHaven Investment Management LLC	108,997	$485K	0.4%	N/A	0.117%
10/13/2023	Avidian Wealth Solutions LLC	343,323	$1.53M	0.1%	-1.8%	0.368%
10/11/2023	Grassi Investment Management	38,000	$169K	0.0%	+18.8%	0.041%
10/10/2023	FNY Investment Advisers LLC	54,100	$240K	0.1%	+54,000.0%	0.058%
10/5/2023	IVC Wealth Advisors LLC	14,550	$65K	0.0%	+28.8%	0.016%
9/21/2023	Barclays PLC	25,135	$157K	0.0%	-105.3%	0.027%
8/15/2023	Kamunting Street Capital Management L.P.	50,000	$312K	0.3%	N/A	0.054%
8/14/2023	Oracle Investment Management Inc.	100,400	$628K	0.5%	-33.2%	0.108%
8/14/2023	Potomac Capital Management Inc.	201,000	$1.26M	1.3%	+38.3%	0.215%
8/14/2023	CastleKnight Management LP	1,552,000	$9.70M	1.0%	+74.1%	1.664%
8/14/2023	Capital Fund Management S.A.	317,283	$1.98M	0.0%	-26.2%	0.340%
8/14/2023	Graham Capital Management L.P.	886,926	$5.54M	0.2%	N/A	0.951%
8/11/2023	Hotchkis & Wiley Capital Management LLC	1,219,630	$7.62M	0.0%	+26.1%	1.308%
8/10/2023	Prescott Group Capital Management L.L.C.	142,325	$890K	0.2%	-49.3%	0.153%
8/10/2023	Nwam LLC	569,228	$3.56M	0.3%	+12.4%	0.610%
8/10/2023	Citigroup Inc.	234,325	$1.47M	0.0%	+18.7%	0.251%
8/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	1,149,467	$7.18M	0.1%	N/A	1.233%
8/4/2023	American International Group Inc.	32,505	$203K	0.0%	+24.5%	0.035%
8/3/2023	Atria Wealth Solutions Inc.	233,822	$1.46M	0.0%	-0.8%	0.251%
8/3/2023	Avidian Wealth Solutions LLC	349,747	$2.19M	0.1%	+39.8%	0.375%
8/3/2023	Van ECK Associates Corp	252,450	$1.58M	0.0%	+45.5%	0.271%
8/3/2023	Myriad Asset Management US LP	697,700	$4.36M	98.5%	N/A	0.748%
7/25/2023	Raymond James & Associates	20,003	$125K	0.0%	N/A	0.021%
7/21/2023	Segment Wealth Management LLC	50,177	$314K	0.0%	-90.7%	0.054%
7/19/2023	Leavell Investment Management Inc.	90,500	$566K	0.0%	+2.3%	0.097%
7/14/2023	Valeo Financial Advisors LLC	23,136	$145K	0.0%	-12.2%	0.025%
7/13/2023	IVC Wealth Advisors LLC	11,300	$71K	0.0%	N/A	0.012%
7/13/2023	Cambridge Investment Research Advisors Inc.	154,417	$965K	0.0%	-3.4%	0.166%
7/11/2023	ARS Investment Partners LLC	74,773	$467K	0.1%	-12.8%	0.098%
6/1/2023	Prelude Capital Management LLC	26,862	$265K	0.0%	+22.5%	0.035%
5/12/2023	Nwam LLC	506,640	$5.01M	0.5%	N/A	0.667%
5/11/2023	Cambridge Investment Research Advisors Inc.	159,867	$1.58M	0.0%	+19.8%	0.211%
5/11/2023	Citigroup Inc.	197,479	$1.95M	0.0%	-62.7%	0.260%
5/10/2023	Mitchell Mcleod Pugh & Williams Inc.	18,535	$183K	0.1%	+36.9%	0.024%
5/10/2023	Prescott Group Capital Management L.L.C.	280,533	$2.77M	0.6%	-46.8%	0.369%
5/9/2023	SWS Partners	14,100	$139K	0.1%	N/A	0.019%
5/9/2023	Aptus Capital Advisors LLC	10,241	$101K	0.0%	-29.8%	0.013%
5/9/2023	Y Intercept Hong Kong Ltd	28,450	$281K	0.0%	N/A	0.037%
5/8/2023	Avidian Wealth Solutions LLC	250,192	$2.47M	0.1%	+49.5%	0.329%
5/8/2023	Sigma Planning Corp	14,400	$142K	0.0%	+25.2%	0.019%
5/5/2023	GFG Capital LLC	51,764	$368K	0.1%	-12.9%	0.068%
5/3/2023	Jump Financial LLC	73,100	$722K	0.0%	+70.0%	0.097%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now.
5/3/2023	Van ECK Associates Corp	173,493	$1.71M	0.0%	-27.2%	0.229%
4/28/2023	SG Americas Securities LLC	19,959	$197K	0.0%	N/A	0.026%
4/20/2023	Counterpoint Mutual Funds LLC	10,996	$109K	0.1%	N/A	0.015%
4/18/2023	ETF Managers Group LLC	17,151	$169K	0.0%	N/A	0.023%
4/17/2023	Cadent Capital Advisors LLC	56,700	$560K	0.3%	-4.2%	0.075%
4/17/2023	Valeo Financial Advisors LLC	26,361	$260K	0.0%	+76.5%	0.035%
4/14/2023	O Neil Global Advisors Inc.	16,555	$164K	0.1%	N/A	0.022%
4/13/2023	Leavell Investment Management Inc.	88,500	$874K	0.1%	+13.5%	0.117%
4/6/2023	Dash Acquisitions Inc.	12,100	$120K	0.1%	N/A	0.016%
4/5/2023	ARS Investment Partners LLC	85,773	$847K	0.1%	+26.4%	0.113%

(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, 96 institutional investors and hedge funds held shares of Vertex Energy. The most heavily invested institutionals were Driehaus Capital Management LLC ($13.87M), Trellus Management Company LLC ($13.21M), CastleKnight Management LP ($9.70M), Hotchkis & Wiley Capital Management LLC ($7.62M), Vanguard Group Inc. ($6.83M), Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($5.87M), and Myriad Asset Management US LP ($4.36M).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 85 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 16,083,998 shares in the last 24 months. This purchase volume represents approximately $109.28M 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 ($1.74M), 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), Vanguard Group Inc. ($332.16K), and CenterBook Partners LP ($206.83K).
How much institutional selling is happening at Vertex Energy?: Institutional investors have sold a total of 5,135,056 shares in the last 24 months. This volume of shares sold represents approximately $25.54M in transactions.