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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-824- 8.77% |
N/A
|
8.57K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-900- 3.4% |
N/A
|
25.6K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-926- 43.6% |
N/A
|
1.2K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-933- 22.11% |
N/A
|
3.29K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 74.91% |
N/A
|
335
$29K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.04K- 20.41% |
N/A
|
4.04K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.29% |
N/A
|
9.33K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.13K- 25.89% |
N/A
|
3.24K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.2K- 33.33% |
N/A
|
2.4K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.24K- 8.98% |
N/A
|
12.5K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.31K- 67.18% |
N/A
|
640
$55.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.35K- 12.0% |
N/A
|
9.92K
$860K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 28.97% |
N/A
|
3.43K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.4K- 20.83% |
N/A
|
5.32K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.43K- 51.05% |
N/A
|
1.37K
$119K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.43K- 0.92% |
N/A
|
155K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 20.3% |
N/A
|
5.71K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.48K- 34.54% |
N/A
|
2.81K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.62K- 17.2% |
N/A
|
7.78K
$674K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.67K- 15.97% |
N/A
|
8.78K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 50.42% |
N/A
|
1.64K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 6.4% |
N/A
|
27.9K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.38K- 12.45% |
N/A
|
16.7K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-2.42K- 2.23% |
N/A
|
106K
$9.21M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.55K- 14.8% |
N/A
|
14.7K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.68K- 0.56% |
N/A
|
476K
$41.2M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.81K- 8.43% |
N/A
|
30.5K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.81K- 7.91% |
N/A
|
32.7K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.16K- 43.15% |
N/A
|
4.16K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.18K- 76.64% |
N/A
|
968
$83.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.48K- 11.22% |
N/A
|
27.6K
$2.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.83K- 2.16% |
N/A
|
174K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.86K- 13.87% |
N/A
|
30.2K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-5K- 16.67% |
N/A
|
25K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Quaero Capital S.A.
|
SELL
|
- |
-5.08K- 24.97% |
N/A
|
15.3K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.35K- 66.83% |
N/A
|
2.65K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-5.37K- 16.99% |
N/A
|
26.2K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.57K- 50.15% |
N/A
|
5.53K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 34.74% |
N/A
|
10.7K
$923K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.68K- 82.5% |
N/A
|
1.2K
$104K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-6.47K- 22.65% |
N/A
|
22.1K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-7K- 3.62% |
N/A
|
186K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.15K- 21.52% |
N/A
|
26.1K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.85K- 22.87% |
N/A
|
33.2K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10.8K- 46.36% |
N/A
|
12.5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.9K- 36.85% |
N/A
|
18.6K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12.2K- 95.22% |
N/A
|
613
$53.1K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.5K- 78.77% |
N/A
|
3.37K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-12.6K- 89.7% |
N/A
|
1.45K
$125K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-13K- 76.6% |
N/A
|
3.97K
$344K
|