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 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
434+ 1.18% |
$19.8K - $35.9K
|
37.1K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
429New |
$19.5K - $35.5K
|
429
$37.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
423+ 10.09% |
$19.3K - $35K
|
4.61K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
402+ 8.55% |
$18.3K - $33.2K
|
5.11K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
400+ 1.97% |
$18.2K - $33.1K
|
20.7K
$1.79M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
391+ 355.45% |
$17.8K - $32.3K
|
501
$43.4K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
348+ 0.42% |
$15.9K - $28.8K
|
84.1K
$7.29M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
334+ 668.0% |
$15.2K - $27.6K
|
384
$33.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
332New |
$15.1K - $27.4K
|
332
$28.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
301New |
$13.7K - $24.9K
|
301
$26.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
296New |
$13.5K - $24.5K
|
296
$25.7K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
285New |
$13K - $23.6K
|
285
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
278+ 2.14% |
$12.7K - $23K
|
13.3K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
276New |
$12.6K - $22.8K
|
276
$23.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
273+ 2.02% |
$12.4K - $22.6K
|
13.8K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
250New |
$11.4K - $20.7K
|
250
$21.7K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 1.11% |
$11.4K - $20.7K
|
22.7K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
225+ 112.5% |
$10.3K - $18.6K
|
425
$36.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
218+ 1557.14% |
$9.93K - $18K
|
232
$20.1K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
216+ 0.28% |
$9.84K - $17.9K
|
77.1K
$6.69M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
212+ 275.32% |
$9.66K - $17.5K
|
289
$25K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
210+ 23.86% |
$9.57K - $17.4K
|
1.09K
$94.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 66.67% |
$9.11K - $16.5K
|
500
$43.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$9.11K - $16.5K
|
200
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
185+ 14.92% |
$8.43K - $15.3K
|
1.43K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
163New |
$7.43K - $13.5K
|
163
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
161+ 1.39% |
$7.34K - $13.3K
|
11.8K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
160+ 52.29% |
$7.29K - $13.2K
|
466
$40.4K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
159New |
$7.25K - $13.1K
|
159
$13.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
151New |
$6.88K - $12.5K
|
151
$13.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$6.84K - $12.4K
|
150
$13K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
146+ 105.04% |
$6.65K - $12.1K
|
285
$24.7K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
143+ 36.11% |
$6.52K - $11.8K
|
539
$46.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
137+ 33.17% |
$6.24K - $11.3K
|
550
$47.7K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
130New |
$5.92K - $10.7K
|
130
$11.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119+ 22.28% |
$5.42K - $9.84K
|
653
$56.6K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
115New |
$5.24K - $9.51K
|
115
$9.97K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
85New |
$3.87K - $7.03K
|
85
$7.37K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79New |
$3.6K - $6.53K
|
79
$6.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
75New |
$3.42K - $6.2K
|
75
$6.5K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
72New |
$3.28K - $5.95K
|
72
$6.24K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
62New |
$2.83K - $5.13K
|
62
$5.37K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
58New |
$2.64K - $4.79K
|
58
$5.03K
|
|
|
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
|