Vertex Energy Ownership | Who Owns Vertex Energy?
Vertex Energy Ownership Summary
Vertex Energy is owned by 29.42% institutional investors, 8.89% insiders, and 61.69% retail investors. Vanguard group is the largest institutional shareholder, holding 6.63% of VTNR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.02% of its assets in Vertex Energy shares.
VTNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vertex Energy | 29.42% | 8.89% | 61.69% |
| Sector | Energy Stocks | 58.95% | 12.68% | 28.37% |
| Industry | Oil & Gas Refining & Marketing Stocks | 61.46% | 9.47% | 29.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.20M | 6.63% | $5.85M |
| Hotchkis & wiley capital management | 2.24M | 2.39% | $2.12M |
| Blackrock | 1.51M | 1.61% | $1.43M |
| Commonwealth of pennsylvania public school empls retrmt sys | 1.32M | 1.41% | $1.25M |
| Geode capital management | 933.63K | 1.00% | $882.20K |
| Millennium management | 705.22K | 0.75% | $666.22K |
| Nwam | 649.38K | 0.69% | $613.47K |
| Segment wealth management | 538.77K | 0.58% | $508.98K |
| Jane street group | 537.31K | 0.57% | $507.59K |
| Northern trust | 516.33K | 0.55% | $487.78K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Saltoro capital, lp | 13.01K | 1.95% | $12.29M |
| Nwam | 649.38K | 0.18% | $613.47K |
| Summerhaven investment management | 130.40K | 0.08% | $123.19K |
| Cito capital group | 155.00K | 0.06% | $146.00K |
| Wellington wealth strategies, llc. | 12.10K | 0.06% | $13.37K |
| Qvt financial lp | 500.00K | 0.04% | $472.35K |
| Segment wealth management | 538.77K | 0.04% | $508.98K |
| Alpine global management | 228.05K | 0.04% | $215.44K |
| Adams asset advisors | 180.00K | 0.02% | $170.05K |
| Point72 asia (singapore) pte. | 99.80K | 0.02% | $94.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 6.20M | 0.00% | 1.32M |
| Millennium management | 705.22K | 0.00% | 705.22K |
| Qvt financial lp | 500.00K | 0.04% | 500.00K |
| Jane street group | 537.31K | 0.00% | 303.51K |
| Alpine global management | 228.05K | 0.04% | 228.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.51M | - | -3.25M |
| Aqr capital management | 88.40K | 0.00% | -1.23M |
| State street | 295.87K | - | -1.04M |
| Geode capital management | 933.63K | 0.00% | -718.72K |
| Bank of america corp /de/ | 199.04K | - | -706.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qvt financial lp | 500.00K | 0.04% | 500.00K | $472.35K |
| Alpine global management | 228.05K | 0.04% | 228.05K | $215.44K |
| Bank of montreal /can/ | 190.20K | 0.00% | 190.20K | $214.93K |
| Mariner | 158.80K | 0.00% | 158.80K | $150.02K |
| Hrt financial lp | 144.32K | 0.00% | 144.32K | $136.00K |
Sold Out
| Holder | Change |
|---|---|
| Nisa investment advisors | -9.00 |
| Nelson, van denburg & campbell wealth management group | -14.00 |
| Vima | -100.00 |
| Amalgamated bank | -1.88K |
| Russell investments group | -5.02K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 125 | -4.58% | 27,514,749 | -13.84% | 29 | 2.52% | 44 | -15.38% | 38 | -5.00% |
| Mar 31, 2024 | 131 | -16.56% | 31,934,318 | -18.16% | 34 | 1.64% | 52 | -17.46% | 40 | -11.11% |
| Dec 31, 2023 | 157 | -4.27% | 39,020,216 | -16.74% | 45 | 1.81% | 63 | -16.00% | 45 | 9.76% |
| Sep 30, 2023 | 164 | 1.86% | 46,865,628 | 3.28% | 50 | 1.54% | 75 | -16.67% | 41 | 46.43% |
| Jun 30, 2023 | 161 | -8.52% | 45,375,790 | 23.43% | 57 | 2.42% | 90 | -1.10% | 28 | -28.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.89M | 2.02% | -1.10M |
| Vanguard Energy ETF | 1.81M | 1.93% | -23.89K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.26M | 1.34% | - |
| Fidelity Extended Market Index | 487.06K | 0.52% | 7.25K |
| Polar Capital Glbl Convert I Acc | 460.00K | 0.49% | -920.00K |
| NT R2000 Growth Index Fund - NL | 196.46K | 0.21% | - |
| Fidelity Total Market Index | 153.96K | 0.16% | -229.00 |
| NT R2000 Index Fund - NL | 148.55K | 0.16% | -40.02K |
| NT R2000 Growth Index Fund - L | 133.77K | 0.14% | -4.63K |
| Northern Trust Russell 2000 Growth Index | 133.77K | 0.14% | -4.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 10, 2024 | Khoury Odeh | - | Sell | $2.61K |
| Nov 10, 2023 | Stratton Christopher Allen | - | Sell | $392.60K |
| May 12, 2023 | Rhame James Gary | Chief Operating Officer | Buy | $25.31K |
| Apr 19, 2023 | Cowart Benjamin P | CEO and President | Sell | $533.33K |
| Apr 11, 2023 | Cowart Benjamin P | CEO and President | Sell | $552.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2023 Q4 | - | 1 |
| 2023 Q3 | - | - |
| 2023 Q2 | 1 | 2 |
VTNR Ownership FAQ
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