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
|
Mirova
Paris, I0 |
BUY
|
- |
7.07K+ 241.53% |
N/A
|
10K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
7.06KNew |
N/A
|
7.06K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.06K+ 15.15% |
N/A
|
53.7K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.06K+ 14.43% |
N/A
|
56K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.02K+ 47.48% |
N/A
|
21.8K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
7.02KNew |
N/A
|
7.02K
$609K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.99K+ 10.47% |
N/A
|
73.7K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
6.98K+ 36.69% |
N/A
|
26K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
6.85KNew |
N/A
|
6.85K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.81K+ 35.98% |
N/A
|
25.7K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.81KNew |
N/A
|
6.81K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.8K+ 43.91% |
N/A
|
22.3K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.79KNew |
N/A
|
6.79K
$589K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.73KNew |
N/A
|
6.73K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.57K+ 260.74% |
N/A
|
9.09K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.56K+ 15.07% |
N/A
|
50.1K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
6.56K+ 33.55% |
N/A
|
26.1K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.5K+ 6.49% |
N/A
|
107K
$9.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.44K+ 11.61% |
N/A
|
62K
$5.37M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.4KNew |
N/A
|
6.4K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.33K+ 102.71% |
N/A
|
12.5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.29K+ 92.95% |
N/A
|
13K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.28K+ 16.68% |
N/A
|
43.9K
$3.81M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
6.26KNew |
N/A
|
6.26K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.2K+ 9.31% |
N/A
|
72.8K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.04K+ 8.63% |
N/A
|
76.1K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.04K+ 86.05% |
N/A
|
13.1K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5.89K+ 18.11% |
N/A
|
38.4K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.86KNew |
N/A
|
5.86K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.85K+ 4.57% |
N/A
|
134K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5.8K+ 69.88% |
N/A
|
14.1K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.8K+ 21.36% |
N/A
|
33K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.7K+ 157.91% |
N/A
|
9.31K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
5.69K+ 39.79% |
N/A
|
20K
$1.73M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.67K+ 79.05% |
N/A
|
12.8K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.63KNew |
N/A
|
5.63K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
5.5K+ 999.64% |
N/A
|
6.05K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.43KNew |
N/A
|
5.43K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.43KNew |
N/A
|
5.43K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
5.39K+ 1958.91% |
N/A
|
5.66K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.37K+ 15.87% |
N/A
|
39.2K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.28K+ 267.38% |
N/A
|
7.25K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
5.25KNew |
N/A
|
5.25K
$455K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.24K+ 85.89% |
N/A
|
11.3K
$982K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.21K+ 144.7% |
N/A
|
8.8K
$763K
|