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 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
827+ 38.88% |
N/A
|
2.95K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
820New |
N/A
|
820
$71.1K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
816+ 166.19% |
N/A
|
1.31K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
800+ 13.47% |
N/A
|
6.74K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
780+ 5.02% |
N/A
|
16.3K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
779+ 7.03% |
N/A
|
11.9K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
773+ 522.3% |
N/A
|
921
$79.8K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
725+ 906.25% |
N/A
|
805
$69.8K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
724+ 2.21% |
N/A
|
33.5K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
719+ 1.18% |
N/A
|
61.7K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
705New |
N/A
|
705
$61.1K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
703+ 30.33% |
N/A
|
3.02K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
697+ 30.73% |
N/A
|
2.97K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
679+ 7.63% |
N/A
|
9.58K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
675+ 26.79% |
N/A
|
3.2K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
675+ 18.47% |
N/A
|
4.33K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
669+ 24.14% |
N/A
|
3.44K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
667+ 174.15% |
N/A
|
1.05K
$91K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
658New |
N/A
|
658
$57K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
650+ 0.47% |
N/A
|
138K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
628+ 16.94% |
N/A
|
4.34K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
624New |
N/A
|
624
$54.1K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
620+ 34.89% |
N/A
|
2.4K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
602+ 6.84% |
N/A
|
9.4K
$815K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
600New |
N/A
|
600
$52K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
600+ 26.17% |
N/A
|
2.89K
$251K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
598+ 17.35% |
N/A
|
4.05K
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
598+ 8.95% |
N/A
|
7.28K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
583+ 66.17% |
N/A
|
1.46K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
579+ 12.5% |
N/A
|
5.21K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
577+ 37.94% |
N/A
|
2.1K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
565+ 5.22% |
N/A
|
11.4K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
556+ 10.74% |
N/A
|
5.73K
$497K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
554New |
N/A
|
554
$48K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
550+ 264.42% |
N/A
|
758
$65.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
535+ 1.3% |
N/A
|
41.6K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
532+ 10.64% |
N/A
|
5.53K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
530+ 10.22% |
N/A
|
5.72K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
506+ 15.03% |
N/A
|
3.87K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
506+ 40.81% |
N/A
|
1.75K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
500+ 20.0% |
N/A
|
3K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
496+ 19.22% |
N/A
|
3.08K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
494+ 7.88% |
N/A
|
6.76K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
492New |
N/A
|
492
$42.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
489+ 34.46% |
N/A
|
1.91K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 7.57% |
N/A
|
6.93K
$601K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
477+ 425.89% |
N/A
|
589
$51K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
470+ 3.0% |
N/A
|
16.1K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
459+ 17.5% |
N/A
|
3.08K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
433+ 11.53% |
N/A
|
4.19K
$363K
|