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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6K+ 170.06% |
N/A
|
16.8K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$902K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.99K+ 54.51% |
N/A
|
28.3K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
9.84KNew |
N/A
|
9.84K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.68KNew |
N/A
|
9.68K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.46K+ 2312.96% |
N/A
|
9.87K
$855K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
9.38KNew |
N/A
|
9.38K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.31K+ 34.36% |
N/A
|
36.4K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.3K+ 187.1% |
N/A
|
14.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
9.14KNew |
N/A
|
9.14K
$792K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.14KNew |
N/A
|
9.14K
$792K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.06K+ 24.96% |
N/A
|
45.3K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
9.02K+ 175.98% |
N/A
|
14.1K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
8.94KNew |
N/A
|
8.94K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.91K+ 48.86% |
N/A
|
27.2K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.82KNew |
N/A
|
8.82K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
8.71K+ 313.13% |
N/A
|
11.5K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.7KNew |
N/A
|
8.7K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
8.46KNew |
N/A
|
8.46K
$733K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.27KNew |
N/A
|
8.27K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.21K+ 440.43% |
N/A
|
10.1K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
8.19KNew |
N/A
|
8.19K
$710K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.05K+ 25.13% |
N/A
|
40.1K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Westport Asset Management Inc
Southport, CT |
BUY
|
- |
8KNew |
N/A
|
8K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8K+ 800.0% |
N/A
|
9K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.99K+ 69.53% |
N/A
|
19.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 18.57% |
N/A
|
50.7K
$4.39M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.9K+ 69.52% |
N/A
|
19.3K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
7.86K+ 547.6% |
N/A
|
9.29K
$805K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.79KNew |
N/A
|
7.79K
$675K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
7.73K+ 12.39% |
N/A
|
70.1K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.64KNew |
N/A
|
7.64K
$662K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
7.6K+ 34.86% |
N/A
|
29.4K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.49KNew |
N/A
|
7.49K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.3KNew |
N/A
|
7.3K
$633K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.29K+ 113.47% |
N/A
|
13.7K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7.25K+ 15.79% |
N/A
|
53.1K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
7.21K+ 34.04% |
N/A
|
28.4K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.18KNew |
N/A
|
7.18K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.17KNew |
N/A
|
7.17K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.16K+ 181.51% |
N/A
|
11.1K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.14K+ 39.24% |
N/A
|
25.3K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
7.14K+ 88.06% |
N/A
|
15.2K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$614K
|