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 14, 2025
Q1 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
18.2K+ 412.5% |
N/A
|
22.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
18.1K+ 180.89% |
N/A
|
28.1K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.6K+ 449.9% |
N/A
|
21.5K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
17.6K+ 25.4% |
N/A
|
86.8K
$7.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.3K+ 18.98% |
N/A
|
108K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17.2K+ 634.0% |
N/A
|
19.9K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
17K+ 91.66% |
N/A
|
35.5K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16K+ 160.25% |
N/A
|
26K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
16KNew |
N/A
|
16K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.6K+ 23.12% |
N/A
|
83K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.4K+ 24.1% |
N/A
|
79.5K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
15.4K+ 30.68% |
N/A
|
65.7K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
15.3K+ 3.98% |
N/A
|
400K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 3.24% |
N/A
|
481K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15.1K+ 95.52% |
N/A
|
30.9K
$2.68M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.4K+ 62.45% |
N/A
|
37.6K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
14.4K+ 4.54% |
N/A
|
332K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2K+ 8.25% |
N/A
|
186K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14K+ 5.71% |
N/A
|
259K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
13.8K+ 33.21% |
N/A
|
55.4K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.3K+ 23.05% |
N/A
|
71.2K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.1K+ 39.81% |
N/A
|
46.1K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
13.1K+ 3.4% |
N/A
|
399K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 30.77% |
N/A
|
55.3K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 42.42% |
N/A
|
41.3K
$3.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12K+ 68.94% |
N/A
|
29.4K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
11.6K+ 9.47% |
N/A
|
134K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
11.6K+ 430.42% |
N/A
|
14.3K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5K+ 22.5% |
N/A
|
62.5K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
11.4K+ 327.32% |
N/A
|
14.9K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 39.53% |
N/A
|
40.1K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 46.97% |
N/A
|
34.4K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
11KNew |
N/A
|
11K
$953K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
11K+ 7.67% |
N/A
|
154K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10.7K+ 43.01% |
N/A
|
35.6K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.7K+ 33.88% |
N/A
|
42.3K
$3.66M
|