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 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 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$304K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.5K+ 172.41% |
N/A
|
5.53K
$479K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.49K+ 7.62% |
N/A
|
49.3K
$4.27M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.49K+ 9.99% |
N/A
|
38.4K
$3.33M
|
|
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 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.41K+ 11.36% |
N/A
|
33.4K
$2.89M
|
|
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
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.26K+ 22.16% |
N/A
|
18K
$1.56M
|
|
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
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$277K
|
|
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 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$268K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.08K+ 34.5% |
N/A
|
12K
$1.04M
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$261K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.01K+ 14.35% |
N/A
|
24K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Harbor Advisors LLC
|
BUY
|
- |
3K+ 150.0% |
N/A
|
5K
$433K
|
|
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
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.92K+ 13.95% |
N/A
|
23.8K
$2.07M
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.91K+ 17.53% |
N/A
|
19.5K
$1.69M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.91K+ 17.53% |
N/A
|
19.5K
$1.69M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.91K+ 29.89% |
N/A
|
12.7K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$251K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$249K
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$248K
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
BUY
|
- |
2.85K+ 22.27% |
N/A
|
15.7K
$1.36M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$247K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.71K+ 75.19% |
N/A
|
6.32K
$548K
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.7K+ 56.16% |
N/A
|
7.51K
$651K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 56.44% |
N/A
|
7.44K
$645K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 6.8% |
N/A
|
41.4K
$3.59M
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.63K+ 3.93% |
N/A
|
69.6K
$6.03M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.63K+ 87.42% |
N/A
|
5.63K
$488K
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
2.59K+ 48.02% |
N/A
|
7.97K
$691K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|