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 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.21K+ 144.7% |
N/A
|
8.8K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
N/A
|
5.16K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.91K+ 21.02% |
N/A
|
28.3K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$416K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
4.69K+ 53.23% |
N/A
|
13.5K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.68K+ 18.34% |
N/A
|
30.2K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
4.65K+ 65.96% |
N/A
|
11.7K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.64KNew |
N/A
|
4.64K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
4.54K+ 59.82% |
N/A
|
12.1K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.49KNew |
N/A
|
4.49K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.47K+ 4.05% |
N/A
|
115K
$9.94M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.31K+ 11.66% |
N/A
|
41.2K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.3K+ 253.57% |
N/A
|
6K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
4.03K+ 18.78% |
N/A
|
25.5K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.9K+ 13.58% |
N/A
|
32.7K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.77K+ 570.45% |
N/A
|
4.43K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.76K+ 0.45% |
N/A
|
845K
$73.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.69K+ 34.98% |
N/A
|
14.2K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.67K+ 52.98% |
N/A
|
10.6K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.64K+ 175.36% |
N/A
|
5.71K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
3.6K+ 35.64% |
N/A
|
13.7K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.56K+ 7.44% |
N/A
|
51.5K
$4.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.53KNew |
N/A
|
3.53K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.5K+ 172.41% |
N/A
|
5.53K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.49K+ 6.04% |
N/A
|
61.2K
$5.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$296K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.41K+ 96.9% |
N/A
|
6.93K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.29K+ 61.22% |
N/A
|
8.67K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 1.77% |
N/A
|
189K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.26K+ 15.85% |
N/A
|
23.8K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.25K+ 2622.58% |
N/A
|
3.38K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.24K+ 39.81% |
N/A
|
11.4K
$986K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 18.85% |
N/A
|
19.7K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
3.1K+ 85.64% |
N/A
|
6.72K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.08K+ 34.5% |
N/A
|
12K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.01K+ 14.35% |
N/A
|
24K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
2.97K+ 108.55% |
N/A
|
5.71K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.94K+ 20.71% |
N/A
|
17.1K
$1.49M
|