Purchases and Sales Made in Q2 2025 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
311+ 5.59% |
N/A
|
5.88K
$509K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
310+ 68.58% |
N/A
|
762
$66K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283+ 1886.67% |
N/A
|
298
$25.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
267+ 0.75% |
N/A
|
35.8K
$3.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
262+ 34.11% |
N/A
|
1.03K
$89.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
246+ 1.0% |
N/A
|
24.8K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
167+ 3.21% |
N/A
|
5.37K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
85+ 11.89% |
N/A
|
800
$69.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
80+ 1.35% |
N/A
|
6.01K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
71New |
N/A
|
71
$6.15K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
71New |
N/A
|
71
$6.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
70+ 1.19% |
N/A
|
5.98K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
64New |
N/A
|
64
$5.55K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
44+ 440.0% |
N/A
|
54
$4.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 442.86% |
N/A
|
38
$3.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
21+ 38.89% |
N/A
|
75
$6.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 78.26% |
N/A
|
41
$3.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.19% |
N/A
|
520
$45.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-27- 0.79% |
N/A
|
3.37K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-45- 0.33% |
N/A
|
13.8K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-46- 28.93% |
N/A
|
113
$9.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-132- 2.24% |
N/A
|
5.76K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-195- 3.22% |
N/A
|
5.85K
$507K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-203- 4.13% |
N/A
|
4.71K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-218- 3.76% |
N/A
|
5.58K
$484K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-228- 24.76% |
N/A
|
693
$60.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-229- 6.67% |
N/A
|
3.2K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-264- 3.94% |
N/A
|
6.44K
$558K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-271- 1.3% |
N/A
|
20.5K
$1.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-282- 19.49% |
N/A
|
1.17K
$101K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-292- 4.01% |
N/A
|
6.99K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-356- 1.29% |
N/A
|
27.2K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-846- 23.66% |
N/A
|
2.73K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 18.94% |
N/A
|
7.41K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.6K- 48.86% |
N/A
|
2.72K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 7.89% |
N/A
|
35K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-3.46K- 57.34% |
N/A
|
2.57K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.57K- 48.72% |
N/A
|
4.81K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5.6K- 31.37% |
N/A
|
12.3K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-17.2K- 85.55% |
N/A
|
2.9K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43.9K- 70.2% |
N/A
|
18.6K
$1.61M
|