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Vertex Energy (VTNR) Institutional Ownership

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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)
12
Total
Institutional Inflows
(last 12 months)
$1.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.41M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/16/2024 Point72 DIFC Ltd57,523$54K0.0%N/A0.062%
9/16/2024 Cubist Systematic Strategies LLC69,761$66K0.0%N/A0.075%
9/16/2024 Point72 Asia Singapore Pte. Ltd.99,800$94K0.0%N/A0.107%
8/15/2024 AQR Capital Management LLC88,398$84K0.0%-93.3%0.095%
8/15/2024 Point72 Asia Singapore Pte. Ltd.99,800$94K0.0%N/A0.107%
8/14/2024 Cubist Systematic Strategies LLC69,761$66K0.0%N/A0.075%
8/14/2024 Point72 DIFC Ltd57,523$54K0.0%N/A0.062%
8/12/2024 XTX Topco Ltd154,284$146K0.0%+89.7%0.165%
8/1/2024 Rhumbline Advisers34,038$32K0.0%-61.1%0.036%
7/24/2024 SummerHaven Investment Management LLC130,402$123K0.1%+11.6%0.139%
5/21/2024 Sona Asset Management US LLC219,516$307K0.0%-84.3%0.235%
5/15/2024 Ceeto Capital Group LLC237,000$332K0.1%+74.3%0.253%
5/15/2024 Price T Rowe Associates Inc. MD64,976$91K0.0%+79.1%0.069%
5/15/2024 Quadrature Capital Ltd76,705$107K0.0%N/A0.082%
5/10/2024 Vanguard Group Inc.4,880,443$6.83M0.0%-6.4%5.219%
5/10/2024 Nwam LLC649,377$942K0.1%+15.7%0.694%
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%
2/14/2024 Oracle Investment Management Inc.50,000$170K0.1%+97.6%0.053%
2/13/2024 Sona Asset Management US LLC1,400,000$4.75M0.2%-28.4%1.497%
2/12/2024 RPO LLC22,004$75K0.1%N/A0.024%
2/8/2024 First 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%
2/7/2024 Versor Investments LP47,400$161K0.0%N/A0.051%
2/6/2024 Swiss National Bank174,700$592K0.0%-5.3%0.187%
2/5/2024 Victory 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%
1/30/2024 Mackenzie 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%
12/18/2023 Vanguard Group Inc.5,094,415$22.67M0.0%+30.5%5.448%
12/6/2023 Citigroup Inc.214,256$953K0.0%-8.6%0.229%
11/22/2023 Graham Capital Management L.P.522,139$2.32M0.1%-41.1%0.558%
11/15/2023 Cito Capital Group LLC136,000$605K0.3%+9.7%0.145%
11/14/2023 Oracle Investment Management Inc.25,300$113K0.0%-74.8%0.027%
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11/14/2023Potomac Capital Management Inc.197,545$879K1.1%-1.7%0.211%
11/14/2023 Numerai GP LLC17,599$78K0.0%N/A0.019%
11/14/2023 Prescott Group Capital Management L.L.C.171,334$762K0.2%+20.4%0.183%
11/13/2023 Rafferty Asset Management LLC369,360$1.64M0.0%-15.1%0.395%
11/9/2023 Citigroup Inc.214,256$953K0.0%-8.6%0.230%
11/9/2023 Commonwealth 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%
11/8/2023 Atria Wealth Solutions Inc.262,042$1.17M0.0%+12.1%0.281%
11/8/2023 First Eagle Investment Management LLC678,990$3.02M0.0%N/A0.728%
11/8/2023 Swiss National Bank184,500$821K0.0%+31.8%0.198%
11/7/2023 Arizona State Retirement System23,892$106K0.0%+32.2%0.026%
11/1/2023 Nwam 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%
10/17/2023Inscription Capital LLC97,500$434K0.1%+9.6%0.105%
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%
10/13/2023 Avidian Wealth Solutions LLC343,323$1.53M0.1%-1.8%0.368%
10/11/2023 Grassi Investment Management38,000$169K0.0%+18.8%0.041%
10/10/2023 FNY 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%
9/21/2023 Barclays PLC25,135$157K0.0%-105.3%0.027%
8/15/2023 Kamunting Street Capital Management L.P.50,000$312K0.3%N/A0.054%
8/14/2023 Oracle 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%
8/14/2023 CastleKnight Management LP1,552,000$9.70M1.0%+74.1%1.664%
8/14/2023 Capital Fund Management S.A.317,283$1.98M0.0%-26.2%0.340%
8/14/2023 Graham Capital Management L.P.886,926$5.54M0.2%N/A0.951%
8/11/2023 Hotchkis & Wiley Capital Management LLC1,219,630$7.62M0.0%+26.1%1.308%
8/10/2023 Prescott Group Capital Management L.L.C.142,325$890K0.2%-49.3%0.153%
8/10/2023 Nwam LLC569,228$3.56M0.3%+12.4%0.610%
8/10/2023 Citigroup Inc.234,325$1.47M0.0%+18.7%0.251%
8/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,149,467$7.18M0.1%N/A1.233%
8/4/2023 American International Group Inc.32,505$203K0.0%+24.5%0.035%
8/3/2023 Atria Wealth Solutions Inc.233,822$1.46M0.0%-0.8%0.251%
8/3/2023 Avidian 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%
8/3/2023 Myriad Asset Management US LP697,700$4.36M98.5%N/A0.748%
7/25/2023Raymond 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%
7/11/2023 ARS Investment Partners LLC74,773$467K0.1%-12.8%0.098%
6/1/2023 Prelude Capital Management LLC26,862$265K0.0%+22.5%0.035%
5/12/2023 Nwam 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%
5/11/2023 Citigroup Inc.197,479$1.95M0.0%-62.7%0.260%
[OPEN NOW] New rules to trade options with. (Ad)

Here’s an update that could make your entire year. But first, a question. Could you get better wins if you applied a new set of rules to your trade? For example, when you meet your criteria to take a trade, could you improve your results by taking the same trade differently? From the audit I just did, it turns out the answer is a resounding YES! I applied a new set of rules to 100 live published trades from 2024. These 100 trades already got a whopping 69% win rate – taking a $10k model account risking 10% per trade to $63,304. But what happened when we applied these new rules? We got an 85.1% win rate and sent the same $10k account risking 10% per trade to over $200k!

You can go here now to learn all about it.
5/10/2023 Mitchell Mcleod Pugh & Williams Inc.18,535$183K0.1%+36.9%0.024%
5/10/2023 Prescott 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%
5/9/2023 Aptus Capital Advisors LLC10,241$101K0.0%-29.8%0.013%
5/9/2023 Y Intercept Hong Kong Ltd28,450$281K0.0%N/A0.037%
5/8/2023 Avidian Wealth Solutions LLC250,192$2.47M0.1%+49.5%0.329%
5/8/2023 Sigma Planning Corp14,400$142K0.0%+25.2%0.019%
5/5/2023 GFG Capital LLC51,764$368K0.1%-12.9%0.068%
5/3/2023 Jump Financial LLC73,100$722K0.0%+70.0%0.097%
5/3/2023 Van ECK Associates Corp173,493$1.71M0.0%-27.2%0.229%
(Data available from 1/1/2016 forward)

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VTNR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTNR shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Vertex Energy. The most heavily invested institutionals were 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), Myriad Asset Management US LP ($4.36M), First Eagle Investment Management LLC ($2.94M), and Graham Capital Management L.P. ($2.32M).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 57 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), Vanguard Group Inc. ($1.19M), Graham Capital Management L.P. ($886.93K), First Eagle Investment Management LLC ($867.80K), Myriad Asset Management US LP ($697.70K), CastleKnight Management LP ($660.60K), and Nwam LLC ($657.23K).

How much institutional buying is happening at Vertex Energy?

Institutional investors have bought a total of 9,684,024 shares in the last 24 months. This purchase volume represents approximately $51.52M in transactions.

Which Vertex Energy major shareholders have been selling company stock?

Of the 26 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), AQR Capital Management LLC ($1.23M), Segment Wealth Management LLC ($488.60K), Prescott Group Capital Management L.L.C. ($384.55K), Citigroup Inc. ($372.53K), Graham Capital Management L.P. ($364.79K), and Vanguard Group Inc. ($332.16K).

How much institutional selling is happening at Vertex Energy?

Institutional investors have sold a total of 5,531,475 shares in the last 24 months. This volume of shares sold represents approximately $19.73M in transactions.


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This page (NASDAQ:VTNR) was last updated on 3/31/2025 by MarketBeat.com Staff
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