Purchases and Sales Made in Q1 2025 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.47K+ 2.81% |
N/A
|
90.3K
$7.82M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.46K+ 3.88% |
N/A
|
65.8K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.45K+ 23.13% |
N/A
|
13K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.42K+ 1.82% |
N/A
|
136K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.4K+ 44.26% |
N/A
|
7.84K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.38K+ 29.92% |
N/A
|
10.3K
$897K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.38K+ 25.89% |
N/A
|
11.6K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.35K+ 29.32% |
N/A
|
10.3K
$897K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.34K+ 27.28% |
N/A
|
10.9K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 54.91% |
N/A
|
6.57K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.29K+ 21.53% |
N/A
|
12.9K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 62.18% |
N/A
|
5.89K
$510K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.23K+ 11.17% |
N/A
|
22.2K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.21K+ 8.23% |
N/A
|
29.1K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.21K+ 200.91% |
N/A
|
3.31K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.16K+ 57.14% |
N/A
|
5.95K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.16K+ 5.04% |
N/A
|
45.1K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.16K+ 3.14% |
N/A
|
70.8K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.16K+ 47.95% |
N/A
|
6.66K
$577K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.15K+ 38.29% |
N/A
|
7.75K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.04K+ 1.26% |
N/A
|
164K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.03K+ 357.75% |
N/A
|
2.6K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.03K+ 2.83% |
N/A
|
73.6K
$6.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 8.73% |
N/A
|
25.2K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 85.44% |
N/A
|
4.37K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 600.9% |
N/A
|
2.33K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.94K+ 9.06% |
N/A
|
23.3K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1.92K+ 55.61% |
N/A
|
5.38K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92K+ 27.48% |
N/A
|
8.89K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.91K+ 58.02% |
N/A
|
5.2K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.88K+ 4.14% |
N/A
|
47.3K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.81K+ 84.21% |
N/A
|
3.96K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 9.14% |
N/A
|
21.2K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$150K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 1.45% |
N/A
|
119K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.68K+ 5.75% |
N/A
|
30.9K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.6K+ 14.87% |
N/A
|
12.4K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6K+ 31.4% |
N/A
|
6.7K
$581K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.58K+ 2.27% |
N/A
|
71.1K
$6.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.55K+ 18.8% |
N/A
|
9.78K
$848K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.55K+ 49.13% |
N/A
|
4.69K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 52.61% |
N/A
|
4.35K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.5K+ 66.7% |
N/A
|
3.75K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.48K+ 6.19% |
N/A
|
25.4K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 3.67% |
N/A
|
41.7K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.45K+ 46.63% |
N/A
|
4.57K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 725.0% |
N/A
|
1.65K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.45K+ 15.05% |
N/A
|
11.1K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.43K+ 44.2% |
N/A
|
4.65K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.42K+ 56.48% |
N/A
|
3.94K
$341K
|