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 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$4.33K - $4.33K
|
50
$4.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
49+ 1.5% |
$4.25K - $4.25K
|
3.31K
$287K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
47New |
$4.07K - $4.07K
|
47
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
45+ 1.24% |
$3.9K - $3.9K
|
3.68K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 15.38% |
$3.47K - $3.47K
|
300
$26K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 0.07% |
$2.69K - $2.69K
|
46.5K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
30+ 26.79% |
$2.6K - $2.6K
|
142
$12.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
28New |
$2.43K - $2.43K
|
28
$2.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 2.77% |
$2.34K - $2.34K
|
1K
$86.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 2500.0% |
$2.17K - $2.17K
|
26
$2.25K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
24+ 24.24% |
$2.08K - $2.08K
|
123
$10.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$1.91K - $1.91K
|
22
$1.91K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
21+ 0.13% |
$1.82K - $1.82K
|
16.1K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18New |
$1.56K - $1.56K
|
18
$1.56K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 300.0% |
$1.3K - $1.3K
|
20
$1.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$1.04K - $1.04K
|
12
$1.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.29% |
$953 - $953
|
3.77K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11+ 47.83% |
$953 - $953
|
34
$2.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.16% |
$953 - $953
|
6.87K
$595K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 90.91% |
$867 - $867
|
21
$1.82K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$867 - $867
|
10
$867
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.87% |
$780 - $780
|
1.04K
$90.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$693 - $693
|
8
$693
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 26.92% |
$607 - $607
|
33
$2.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$607 - $607
|
7
$607
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.68% |
$260 - $260
|
447
$38.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.22% |
$173 - $173
|
899
$77.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$173 - $173
|
2
$173
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$86.7 - $86.7
|
1
$86.7
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 20.0% |
$86.7 - $86.7
|
6
$520
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.11% |
$86.7 - $86.7
|
89
$7.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 5.36% |
$260 - $260
|
53
$4.59K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.0% |
$260 - $260
|
97
$8.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-11- 2.77% |
$953 - $953
|
386
$33.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-11- 34.38% |
$953 - $953
|
21
$1.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-38- 2.7% |
$3.29K - $3.29K
|
1.37K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-44- 6.74% |
$3.81K - $3.81K
|
609
$52.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 30.82% |
$3.9K - $3.9K
|
101
$8.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-52- 7.19% |
$4.51K - $4.51K
|
671
$58.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-55- 2.3% |
$4.77K - $4.77K
|
2.34K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-58- 1.97% |
$5.03K - $5.03K
|
2.88K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 15.27% |
$5.2K - $5.2K
|
333
$28.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-63- 42.0% |
$5.46K - $5.46K
|
87
$7.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-67- 0.34% |
$5.81K - $5.81K
|
19.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-71- 0.35% |
$6.15K - $6.15K
|
20.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-78- 2.11% |
$6.76K - $6.76K
|
3.61K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-81- 1.23% |
$7.02K - $7.02K
|
6.53K
$566K
|