Purchases and Sales Made in Q1 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2024. 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 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$2.51K - $4.55K
|
55
$4.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
54New |
$2.46K - $4.46K
|
54
$4.68K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.14% |
$2.37K - $4.3K
|
4.61K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50New |
$2.28K - $4.13K
|
50
$4.33K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49New |
$2.23K - $4.05K
|
49
$4.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41New |
$1.87K - $3.39K
|
41
$3.55K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
$1.82K - $3.31K
|
40
$3.47K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
39+ 9.56% |
$1.78K - $3.22K
|
447
$38.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 27.07% |
$1.64K - $2.98K
|
169
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.55K - $2.81K
|
34
$2.95K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
33New |
$1.5K - $2.73K
|
33
$2.86K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
30New |
$1.37K - $2.48K
|
30
$2.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$1.18K - $2.15K
|
26
$2.25K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25New |
$1.14K - $2.07K
|
25
$2.17K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23New |
$1.05K - $1.9K
|
23
$1.99K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 60.53% |
$1.05K - $1.9K
|
61
$5.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22New |
$1K - $1.82K
|
22
$1.91K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
20+ 15.87% |
$911 - $1.65K
|
146
$12.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 450.0% |
$820 - $1.49K
|
22
$1.91K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15New |
$684 - $1.24K
|
15
$1.3K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 60.0% |
$684 - $1.24K
|
40
$3.47K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$638 - $1.16K
|
14
$1.21K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 2.34% |
$456 - $827
|
437
$37.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 28.57% |
$456 - $827
|
45
$3.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$456 - $827
|
10
$867
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$456 - $827
|
10
$867
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 6.99% |
$456 - $827
|
153
$13.3K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8New |
$365 - $661
|
8
$693
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8New |
$365 - $661
|
8
$693
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 9.72% |
$319 - $579
|
79
$6.85K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$273 - $496
|
6
$520
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4New |
$182 - $331
|
4
$347
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 66.67% |
$182 - $331
|
10
$867
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4New |
$182 - $331
|
4
$347
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 37.5% |
$137 - $248
|
11
$953
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$45.6 - $82.7
|
1
$86.7
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.42% |
$45.6 - $82.7
|
237
$20.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$45.6 - $82.7
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 66.67% |
$91.1 - $165
|
1
$86.7
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2- 0.07% |
$91.1 - $165
|
3.04K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 0.13% |
$319 - $579
|
5.26K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 1.01% |
$365 - $661
|
786
$68.1K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10- 14.71% |
$456 - $827
|
58
$5.03K
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-12- 0.08% |
$547 - $992
|
15.3K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 1.83% |
$638 - $1.16K
|
750
$65K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 50.0% |
$911 - $1.65K
|
20
$1.73K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 52.38% |
$1K - $1.82K
|
20
$1.73K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-26- 0.57% |
$1.18K - $2.15K
|
4.52K
$392K
|