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 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 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.68K- 6.98% |
N/A
|
22.4K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 14.4% |
N/A
|
10.6K
$920K
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.8K- 9.12% |
N/A
|
17.9K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.88K- 38.51% |
N/A
|
3K
$260K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 6.4% |
N/A
|
27.9K
$2.41M
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.05K- 5.05% |
N/A
|
38.5K
$3.34M
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.19K- 4.95% |
N/A
|
42.1K
$3.65M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.19K- 33.08% |
N/A
|
4.44K
$385K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.29K- 82.06% |
N/A
|
501
$43.4K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 19.34% |
N/A
|
9.65K
$836K
|
|
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
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.58KClosed |
N/A
|
0
$0
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 15.8% |
N/A
|
13.8K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-2.6K- 15.74% |
N/A
|
13.9K
$1.21M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.68K- 0.56% |
N/A
|
476K
$41.2M
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.76K- 2.97% |
N/A
|
90.4K
$7.83M
|
|
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 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.91K- 5.78% |
N/A
|
47.5K
$4.12M
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.05K- 3.45% |
N/A
|
85.2K
$7.38M
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.15K- 49.81% |
N/A
|
3.17K
$275K
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-3.15K- 53.19% |
N/A
|
2.78K
$240K
|
|
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
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.43K- 9.83% |
N/A
|
31.4K
$2.72M
|
|
May 13, 2025
Q1 2025
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-3.47K- 2.1% |
N/A
|
161K
$14M
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.48K- 11.22% |
N/A
|
27.6K
$2.39M
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.54K- 49.7% |
N/A
|
3.58K
$310K
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.61K- 3.16% |
N/A
|
111K
$9.59M
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.83K- 2.16% |
N/A
|
174K
$15.1M
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.05K- 11.52% |
N/A
|
31.1K
$2.7M
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.18K- 32.15% |
N/A
|
8.83K
$765K
|
|
May 15, 2025
Q1 2025
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-4.5K- 7.89% |
N/A
|
52.5K
$4.55M
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.55K- 36.73% |
N/A
|
7.84K
$680K
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.6K- 26.13% |
N/A
|
13K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.8K- 5.01% |
N/A
|
91.1K
$7.9M
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.86K- 13.87% |
N/A
|
30.2K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-4.86K- 11.88% |
N/A
|
36K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4.87K- 10.08% |
N/A
|
43.5K
$3.77M
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.89K- 0.79% |
N/A
|
612K
$53.1M
|
|
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
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-5.16K- 11.46% |
N/A
|
39.8K
$3.45M
|