Purchases and Sales Made in Q2 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q2 2024. 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, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.12KNew |
$384K - $543K
|
5.12K
$443K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.1KNew |
$383K - $542K
|
5.1K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.09KNew |
$382K - $540K
|
5.09K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.07K+ 55.61% |
$380K - $538K
|
14.2K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.06KNew |
$379K - $537K
|
5.06K
$438K
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
5K+ 9.09% |
$375K - $531K
|
60K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.86KNew |
$364K - $516K
|
4.86K
$421K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.8K+ 46.49% |
$360K - $510K
|
15.1K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
4.74KNew |
$355K - $503K
|
4.74K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.73K+ 31.89% |
$355K - $502K
|
19.6K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.71K+ 77.55% |
$354K - $500K
|
10.8K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 27.91% |
$352K - $498K
|
21.5K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.56K+ 8.49% |
$342K - $484K
|
58.3K
$5.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.55K+ 41.13% |
$341K - $483K
|
15.6K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.47K+ 65.62% |
$335K - $474K
|
11.3K
$977K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.44K+ 42.86% |
$333K - $472K
|
14.8K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.36K+ 26.43% |
$327K - $463K
|
20.9K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.35KNew |
$326K - $462K
|
4.35K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$325K - $460K
|
4.33K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.32K+ 37.47% |
$324K - $459K
|
15.9K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.32KNew |
$324K - $458K
|
4.32K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.31KNew |
$324K - $458K
|
4.31K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.28K+ 4.85% |
$321K - $455K
|
92.6K
$8.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.18KNew |
$314K - $444K
|
4.18K
$362K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.17KNew |
$313K - $443K
|
4.17K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.12KNew |
$309K - $437K
|
4.12K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.08K+ 21.62% |
$306K - $433K
|
22.9K
$1.99M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$300K - $425K
|
4K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.98K+ 32.65% |
$298K - $422K
|
16.2K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.96KNew |
$297K - $420K
|
3.96K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.91KNew |
$293K - $415K
|
3.91K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3.9K+ 56.2% |
$293K - $414K
|
10.8K
$939K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.88K+ 57.51% |
$291K - $412K
|
10.6K
$920K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.83KNew |
$287K - $407K
|
3.83K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.83KNew |
$287K - $406K
|
3.83K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
3.81K+ 23.98% |
$286K - $404K
|
19.7K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.81K+ 1.87% |
$285K - $404K
|
208K
$18M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.76KNew |
$282K - $399K
|
3.76K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.75KNew |
$282K - $399K
|
3.75K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.74KNew |
$281K - $398K
|
3.74K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.73K+ 18.25% |
$280K - $396K
|
24.2K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.69KNew |
$277K - $392K
|
3.69K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.65KNew |
$274K - $388K
|
3.65K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.62K+ 19.35% |
$271K - $384K
|
22.3K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.58KNew |
$268K - $380K
|
3.58K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.55KNew |
$266K - $377K
|
3.55K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.53KNew |
$264K - $374K
|
3.53K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.51KNew |
$263K - $373K
|
3.51K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.49KNew |
$262K - $370K
|
3.49K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.45KNew |
$259K - $367K
|
3.45K
$299K
|