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 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42K+ 28.72% |
N/A
|
6.35K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.39K+ 52.65% |
N/A
|
4.03K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 32.62% |
N/A
|
5.63K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.38K+ 19.5% |
N/A
|
8.46K
$733K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.38K+ 30.5% |
N/A
|
5.91K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.37K+ 10.86% |
N/A
|
13.9K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.36K+ 19.15% |
N/A
|
8.47K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.35K+ 152.77% |
N/A
|
2.24K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.35K+ 36.97% |
N/A
|
5.01K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
1.34K+ 4.1% |
N/A
|
34K
$2.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.31K+ 28.22% |
N/A
|
5.93K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.3K+ 38.24% |
N/A
|
4.7K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
1.3K+ 2.81% |
N/A
|
47.4K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.29K+ 0.23% |
N/A
|
563K
$48.8M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.28K+ 9.71% |
N/A
|
14.5K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.27K+ 7.35% |
N/A
|
18.6K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 130.48% |
N/A
|
2.24K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.26K+ 52.55% |
N/A
|
3.65K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 114.34% |
N/A
|
2.35K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.24K+ 34.74% |
N/A
|
4.79K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.22K+ 11.33% |
N/A
|
12K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.22K+ 64.97% |
N/A
|
3.09K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.14K+ 59.46% |
N/A
|
3.04K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.13K+ 42.77% |
N/A
|
3.77K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.12K+ 26.76% |
N/A
|
5.31K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.1K+ 15.6% |
N/A
|
8.15K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.1K+ 35.84% |
N/A
|
4.17K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$94.7K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.09K+ 271.25% |
N/A
|
1.49K
$129K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 8.48% |
N/A
|
13.6K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 21.45% |
N/A
|
5.81K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$88.6K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 24.01% |
N/A
|
5.17K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
1K+ 5.0% |
N/A
|
21K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
989+ 4.18% |
N/A
|
24.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
982+ 39.33% |
N/A
|
3.48K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
979+ 9.13% |
N/A
|
11.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
960+ 1.32% |
N/A
|
73.5K
$6.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
951+ 153.39% |
N/A
|
1.57K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
915+ 4.04% |
N/A
|
23.6K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
897+ 74.32% |
N/A
|
2.1K
$182K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
865+ 35.09% |
N/A
|
3.33K
$289K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
854+ 33.09% |
N/A
|
3.44K
$298K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
840+ 5.57% |
N/A
|
15.9K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
832+ 14.17% |
N/A
|
6.71K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
829+ 33.73% |
N/A
|
3.29K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
828+ 22.42% |
N/A
|
4.52K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
828+ 5.42% |
N/A
|
16.1K
$1.4M
|