Purchases and Sales Made in Q3 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.98K+ 13.98% |
$172K - $172K
|
16.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 34.7% |
$168K - $168K
|
7.53K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 42.23% |
$159K - $159K
|
6.16K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.78K+ 531.74% |
$154K - $154K
|
2.11K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74KNew |
$151K - $151K
|
1.74K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 130.54% |
$147K - $147K
|
3K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 11.45% |
$145K - $145K
|
16.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.63K+ 384.63% |
$141K - $141K
|
2.05K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.61KNew |
$140K - $140K
|
1.61K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.59K+ 55.16% |
$138K - $138K
|
4.47K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 41.1% |
$130K - $130K
|
5.15K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45K+ 7.66% |
$126K - $126K
|
20.4K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$124K - $124K
|
1.43K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$120K - $120K
|
1.38K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 53.34% |
$120K - $120K
|
3.97K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33K+ 53.13% |
$115K - $115K
|
3.84K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.31K+ 47.22% |
$114K - $114K
|
4.08K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.29K+ 43.36% |
$112K - $112K
|
4.28K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.28K+ 24.18% |
$111K - $111K
|
6.55K
$568K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.25K+ 1.67% |
$108K - $108K
|
76.1K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 2.21% |
$108K - $108K
|
57.8K
$5.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.24K+ 322.08% |
$107K - $107K
|
1.63K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 56.24% |
$106K - $106K
|
3.39K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.19K+ 29.77% |
$103K - $103K
|
5.17K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.17K+ 32.05% |
$101K - $101K
|
4.8K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.16K+ 5.91% |
$100K - $100K
|
20.7K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.1K+ 44.81% |
$95.3K - $95.3K
|
3.56K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 1.68% |
$95.2K - $95.2K
|
66.5K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 235.47% |
$89.2K - $89.2K
|
1.47K
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1.02K+ 11.98% |
$88.7K - $88.7K
|
9.57K
$829K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01KNew |
$87.9K - $87.9K
|
1.01K
$87.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
991+ 1.6% |
$85.9K - $85.9K
|
62.8K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
987+ 39.62% |
$85.5K - $85.5K
|
3.48K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
984+ 15.01% |
$85.3K - $85.3K
|
7.54K
$653K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
982+ 36.57% |
$85.1K - $85.1K
|
3.67K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
973+ 34.42% |
$84.3K - $84.3K
|
3.8K
$329K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
962+ 102.12% |
$83.4K - $83.4K
|
1.9K
$165K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
957+ 17.06% |
$82.9K - $82.9K
|
6.57K
$569K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
930+ 4.79% |
$80.6K - $80.6K
|
20.3K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
930+ 23.71% |
$80.6K - $80.6K
|
4.85K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
924New |
$80.1K - $80.1K
|
924
$80.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
922+ 3.68% |
$79.9K - $79.9K
|
26K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
920New |
$79.7K - $79.7K
|
920
$79.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 23.43% |
$79.4K - $79.4K
|
4.83K
$418K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
911+ 23.79% |
$78.9K - $78.9K
|
4.74K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
902+ 693.85% |
$78.2K - $78.2K
|
1.03K
$89.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
900+ 62.03% |
$78K - $78K
|
2.35K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$78K - $78K
|
900
$78K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
893+ 12.89% |
$77.4K - $77.4K
|
7.82K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
865+ 5.36% |
$75K - $75K
|
17K
$1.47M
|