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 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-14- 63.64% |
N/A
|
8
$693
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 20.3% |
N/A
|
106
$9.19K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 3.18% |
N/A
|
883
$76.5K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-34- 0.71% |
N/A
|
4.73K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-45- 0.73% |
N/A
|
6.12K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 1.28% |
N/A
|
3.63K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-49- 0.22% |
N/A
|
22K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51- 2.19% |
N/A
|
2.27K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-52- -0.0% |
N/A
|
1.44M
$125M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-52- 0.99% |
N/A
|
5.2K
$451K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-57- 0.08% |
N/A
|
68.2K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60- 1.47% |
N/A
|
4.04K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-62- 6.71% |
N/A
|
862
$74.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-68- 2.14% |
N/A
|
3.1K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.42% |
N/A
|
17.9K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-87- 95.6% |
N/A
|
4
$347
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-89- 30.48% |
N/A
|
203
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-98- 0.71% |
N/A
|
13.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 10.52% |
N/A
|
851
$73.7K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 50.0% |
N/A
|
100
$8.67K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-105- 2.35% |
N/A
|
4.36K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-111- 1.38% |
N/A
|
7.96K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-117- 1.05% |
N/A
|
11K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-135- 38.46% |
N/A
|
216
$18.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-144- 11.43% |
N/A
|
1.12K
$96.7K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-144- 1.3% |
N/A
|
10.9K
$949K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-147- 1.61% |
N/A
|
8.97K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-147- 3.27% |
N/A
|
4.35K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 47.92% |
N/A
|
163
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-162- 11.7% |
N/A
|
1.22K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-170- 1.1% |
N/A
|
15.3K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-187- 17.58% |
N/A
|
877
$76K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 37.74% |
N/A
|
330
$28.6K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 66.67% |
N/A
|
100
$8.67K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-216- 0.13% |
N/A
|
162K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-250- 0.09% |
N/A
|
285K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-253- 36.3% |
N/A
|
444
$38.5K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-255- 5.75% |
N/A
|
4.18K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-265- 8.29% |
N/A
|
2.93K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 45.05% |
N/A
|
333
$28.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-278- 3.09% |
N/A
|
8.72K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-288- 7.81% |
N/A
|
3.4K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 6.0% |
N/A
|
4.55K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-296- 41.11% |
N/A
|
424
$36.7K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-309- 8.05% |
N/A
|
3.53K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-313- 99.37% |
N/A
|
2
$173
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-314- 0.72% |
N/A
|
43.5K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-373- 3.32% |
N/A
|
10.9K
$941K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-383- 7.13% |
N/A
|
4.99K
$432K
|