Vertex Energy Ownership | Who Owns Vertex Energy?
Vertex Energy Ownership Summary
Vertex Energy is owned by 12.31% institutional investors, 8.89% insiders, and 78.80% 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.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.20M | 6.63% | $5.85M |
| Blackrock | 1.51M | 1.61% | $1.43M |
| Geode capital management | 933.63K | 1.00% | $882.20K |
| Millennium management | 705.22K | 0.75% | $666.22K |
| Segment wealth management | 538.77K | 0.58% | $508.98K |
| Jane street group | 537.31K | 0.57% | $507.59K |
| Ameriprise financial | 507.63K | 0.54% | $479.56K |
| Qvt financial lp | 500.00K | 0.53% | $472.35K |
| Goldman sachs group | 388.03K | 0.41% | $366.57K |
| Group one trading | 347.81K | 0.37% | $328.57K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Qvt financial lp | 500.00K | 0.04% | $472.35K |
| Segment wealth management | 538.77K | 0.04% | $508.98K |
| Xtx topco | 154.28K | 0.01% | $145.75K |
| Cravens & co advisors | 12.80K | 0.01% | $12.09K |
| Private wealth strategies | 45.00K | 0.01% | $42.51K |
| Virtu financial | 98.48K | 0.01% | $93.00K |
| Lmg wealth partners | 27.18K | 0.01% | $25.68K |
| Mitchell mcleod pugh & williams | 19.63K | 0.00% | $18.55K |
| Stonex group | 37.51K | 0.00% | $35.00K |
| Atria wealth solutions | 311.14K | 0.00% | $293.93K |
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 |
| Mariner | 158.80K | 0.00% | 158.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.51M | - | -3.25M |
| Hotchkis & wiley capital management | - | - | -2.24M |
| Commonwealth of pennsylvania public school empls retrmt sys | - | - | -1.32M |
| Aqr capital management | 88.40K | 0.00% | -1.23M |
| State street | 295.87K | - | -1.04M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qvt financial lp | 500.00K | 0.04% | 500.00K | $472.35K |
| Mariner | 158.80K | 0.00% | 158.80K | $150.02K |
| Stonex group | 37.51K | 0.00% | 37.51K | $35.00K |
| D. e. shaw | 15.88K | - | 15.88K | $15.01K |
| Vanguard personalized indexing management | 15.83K | 0.00% | 15.83K | $14.96K |
Sold Out
| Holder | Change |
|---|---|
| Nisa investment advisors | -9.00 |
| National bank of canada /fi/ | -10.00 |
| Nelson, van denburg & campbell wealth management group | -14.00 |
| Triad wealth partners | -50.00 |
| Vima | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 71 | -43.20% | 11,515,204 | -58.15% | 12 | 1.42% | 22 | -50.00% | 22 | -42.11% |
| 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% |
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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