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 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
120+ 3.37% |
N/A
|
3.68K
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
118+ 181.54% |
N/A
|
183
$15.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118+ 7.79% |
N/A
|
1.63K
$141K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
118+ 22.22% |
N/A
|
649
$56.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
110+ 2.27% |
N/A
|
4.96K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
109+ 3.84% |
N/A
|
2.95K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 0.77% |
N/A
|
13.8K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
105New |
N/A
|
105
$9.1K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
103+ 1.52% |
N/A
|
6.89K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100+ 15.38% |
N/A
|
750
$65K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
97+ 0.6% |
N/A
|
16.2K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
92New |
N/A
|
92
$7.97K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
90+ 2.86% |
N/A
|
3.24K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
88+ 2.72% |
N/A
|
3.33K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
86+ 1.27% |
N/A
|
6.83K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84New |
N/A
|
84
$7.28K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
74New |
N/A
|
74
$6.41K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
72+ 1.34% |
N/A
|
5.46K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
69New |
N/A
|
69
$5.98K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
65New |
N/A
|
65
$5.63K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
65New |
N/A
|
65
$5.63K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
57+ 12.67% |
N/A
|
507
$43.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
51New |
N/A
|
51
$4.42K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 50.0% |
N/A
|
150
$13K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50New |
N/A
|
50
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
50+ 1.06% |
N/A
|
4.75K
$412K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
47+ 11.14% |
N/A
|
469
$40.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.95% |
N/A
|
4.35K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
40New |
N/A
|
40
$3.47K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 307.69% |
N/A
|
53
$4.59K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
N/A
|
40
$3.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
39+ 260.0% |
N/A
|
54
$4.68K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
37+ 0.37% |
N/A
|
9.95K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
35+ 0.1% |
N/A
|
36.3K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 75.0% |
N/A
|
70
$6.07K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
30+ 26.79% |
N/A
|
142
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
N/A
|
29
$2.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 13.2% |
N/A
|
223
$19.3K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
26New |
N/A
|
26
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
26+ 0.84% |
N/A
|
3.12K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
N/A
|
25
$2.17K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
25+ 0.04% |
N/A
|
68.3K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
24New |
N/A
|
24
$2.08K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
N/A
|
23
$1.99K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 25.97% |
N/A
|
97
$8.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.39% |
N/A
|
5.15K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18New |
N/A
|
18
$1.56K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.2% |
N/A
|
8.87K
$768K
|