Purchases and Sales Made in Q2 2023 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.59KNew |
$31.6K - $64.2K
|
2.59K
$225K
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41K+ 6.53% |
$29.4K - $59.7K
|
39.3K
$3.41M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.19K+ 137.8% |
$26.7K - $54.3K
|
3.78K
$328K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.14KNew |
$26K - $52.9K
|
2.14K
$185K
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.92K+ 24.52% |
$23.4K - $47.6K
|
9.76K
$845K
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.84K+ 4.68% |
$22.4K - $45.6K
|
41.2K
$3.57M
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 8.07% |
$15.8K - $32.2K
|
17.4K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
947+ 7.67% |
$11.5K - $23.5K
|
13.3K
$1.15M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
913+ 4.95% |
$11.1K - $22.6K
|
19.4K
$1.68M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
831+ 0.24% |
$10.1K - $20.6K
|
347K
$30.1M
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
764+ 2.18% |
$9.31K - $18.9K
|
35.8K
$3.1M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
764+ 2.18% |
$9.31K - $18.9K
|
35.8K
$3.1M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
756New |
$9.21K - $18.7K
|
756
$65.5K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
754+ 1.33% |
$9.18K - $18.7K
|
57.3K
$4.97M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
554+ 3.09% |
$6.75K - $13.7K
|
18.5K
$1.6M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
506+ 4.94% |
$6.16K - $12.5K
|
10.8K
$932K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
504New |
$6.14K - $12.5K
|
504
$43.7K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
373+ 1.35% |
$4.54K - $9.24K
|
28K
$2.42M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
371+ 16.67% |
$4.52K - $9.19K
|
2.6K
$225K
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
289New |
$3.52K - $7.16K
|
289
$25K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
272New |
$3.31K - $6.74K
|
272
$23.6K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
253New |
$3.08K - $6.27K
|
253
$21.9K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
244+ 274.16% |
$2.97K - $6.04K
|
333
$28.9K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
243New |
$2.96K - $6.02K
|
243
$21.1K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
166+ 32.23% |
$2.02K - $4.11K
|
681
$59K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
135+ 6.47% |
$1.64K - $3.34K
|
2.22K
$192K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
66New |
$804 - $1.63K
|
66
$5.72K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.89% |
$487 - $991
|
4.56K
$395K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
17New |
$207 - $421
|
17
$1.47K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 3.1% |
$122 - $248
|
333
$28.9K
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$12.2 - $24.8
|
10.4K
$903K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$12.2 - $24.8
|
1
$86.7
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 10.0% |
$97.4 - $198
|
72
$6.24K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.55% |
$134 - $272
|
697
$60.4K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 13.51% |
$183 - $372
|
96
$8.32K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 3.27% |
$195 - $396
|
473
$41K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 51.61% |
$390 - $793
|
30
$2.6K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 30.28% |
$524 - $1.07K
|
99
$8.58K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-44- 34.38% |
$536 - $1.09K
|
84
$7.28K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-51- 51.0% |
$621 - $1.26K
|
49
$4.25K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-51- 47.66% |
$621 - $1.26K
|
56
$4.85K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-55- 0.38% |
$670 - $1.36K
|
14.3K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-62- 0.39% |
$755 - $1.54K
|
16K
$1.39M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 65.98% |
$780 - $1.59K
|
33
$2.86K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 65.98% |
$780 - $1.59K
|
33
$2.86K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-97- 15.09% |
$1.18K - $2.4K
|
546
$47.3K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-103- 0.57% |
$1.25K - $2.55K
|
17.9K
$1.55M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-158- 0.1% |
$1.92K - $3.91K
|
158K
$13.7M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-177- 5.39% |
$2.16K - $4.38K
|
3.11K
$269K
|