Purchases and Sales Made in Q1 2022 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2022. The information is specifically focused on institutions that hold shares of Vertiv Holdings Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.77K+ 9.26% |
$17.8K - $43.1K
|
20.9K
$1.81M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.61K+ 18.57% |
$16.2K - $39.3K
|
10.3K
$893K
|
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 0.67% |
$15.1K - $36.6K
|
226K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.31K+ 13.63% |
$13.2K - $32K
|
11K
$950K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.18KNew |
$11.9K - $28.8K
|
1.18K
$102K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
1.15KNew |
$11.5K - $27.9K
|
1.15K
$99.2K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1KNew |
$10.1K - $24.4K
|
1K
$86.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
957New |
$9.62K - $23.3K
|
957
$82.9K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
877+ 20.89% |
$8.81K - $21.4K
|
5.08K
$440K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
875New |
$8.79K - $21.3K
|
875
$75.8K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
800New |
$8.04K - $19.5K
|
800
$69.3K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
607+ 62.07% |
$6.1K - $14.8K
|
1.59K
$137K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
595+ 383.87% |
$5.98K - $14.5K
|
750
$65K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
541+ 1.48% |
$5.44K - $13.2K
|
37.2K
$3.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
495New |
$4.97K - $12.1K
|
495
$42.9K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
358New |
$3.6K - $8.73K
|
358
$31K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
301+ 7.36% |
$3.03K - $7.34K
|
4.39K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
247+ 123.5% |
$2.48K - $6.02K
|
447
$38.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
196+ 700.0% |
$1.97K - $4.78K
|
224
$19.4K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
169+ 26.7% |
$1.7K - $4.12K
|
802
$69.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
155New |
$1.56K - $3.78K
|
155
$13.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
148New |
$1.49K - $3.61K
|
148
$12.8K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103+ 0.73% |
$1.04K - $2.51K
|
14.3K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.95% |
$1.01K - $2.44K
|
10.7K
$925K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.04% |
$1.01K - $2.44K
|
265K
$22.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
85New |
$854 - $2.07K
|
85
$7.37K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
53+ 123.26% |
$533 - $1.29K
|
96
$8.32K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$432 - $1.05K
|
43
$3.73K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
35+ 0.1% |
$352 - $853
|
36.8K
$3.19M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 166.67% |
$251 - $610
|
40
$3.47K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 145.45% |
$161 - $390
|
27
$2.34K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$20.1 - $48.8
|
6.1K
$529K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 5.01% |
$171 - $414
|
322
$27.9K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18Closed |
$181 - $439
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-20- 5.06% |
$201 - $488
|
375
$32.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26Closed |
$261 - $634
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35Closed |
$352 - $853
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$392 - $951
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44Closed |
$442 - $1.07K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-50- 14.79% |
$503 - $1.22K
|
288
$25K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-105Closed |
$1.06K - $2.56K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-105- 0.63% |
$1.06K - $2.56K
|
16.5K
$1.43M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-119- 61.98% |
$1.2K - $2.9K
|
73
$6.33K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-155Closed |
$1.56K - $3.78K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-184Closed |
$1.85K - $4.49K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-304- 0.26% |
$3.06K - $7.41K
|
116K
$10M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368Closed |
$3.7K - $8.97K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-400Closed |
$4.02K - $9.75K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-401- 83.89% |
$4.03K - $9.78K
|
77
$6.67K
|