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 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 52.8% |
$7.37K - $7.37K
|
76
$6.59K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-86- 2.26% |
$7.45K - $7.45K
|
3.72K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-87- 0.35% |
$7.54K - $7.54K
|
25.1K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-89- 3.41% |
$7.71K - $7.71K
|
2.52K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-90- 2.4% |
$7.8K - $7.8K
|
3.65K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-94- 2.25% |
$8.15K - $8.15K
|
4.08K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-96- 1.77% |
$8.32K - $8.32K
|
5.32K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.42% |
$8.67K - $8.67K
|
23.5K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-114- 10.93% |
$9.88K - $9.88K
|
929
$80.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-115- 4.64% |
$9.97K - $9.97K
|
2.36K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-119- 23.99% |
$10.3K - $10.3K
|
377
$32.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-120- 2.87% |
$10.4K - $10.4K
|
4.06K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-126- 6.96% |
$10.9K - $10.9K
|
1.68K
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-133- 1.2% |
$11.5K - $11.5K
|
11K
$952K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-133- 0.64% |
$11.5K - $11.5K
|
20.8K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-139- 26.73% |
$12K - $12K
|
381
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-145- 2.14% |
$12.6K - $12.6K
|
6.63K
$575K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-166- 0.69% |
$14.4K - $14.4K
|
24K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-172- 10.88% |
$14.9K - $14.9K
|
1.41K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-177- 2.54% |
$15.3K - $15.3K
|
6.79K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-177- 16.65% |
$15.3K - $15.3K
|
886
$76.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-199- 56.7% |
$17.2K - $17.2K
|
152
$13.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 0.66% |
$17.3K - $17.3K
|
30K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-207- 97.18% |
$17.9K - $17.9K
|
6
$520
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-214- 1.89% |
$18.5K - $18.5K
|
11.1K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-228- 0.67% |
$19.8K - $19.8K
|
33.8K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 20.82% |
$21.7K - $21.7K
|
951
$82.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250- 5.49% |
$21.7K - $21.7K
|
4.3K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-250- 3.62% |
$21.7K - $21.7K
|
6.65K
$576K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-251- 0.71% |
$21.8K - $21.8K
|
35.3K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-252- 5.91% |
$21.8K - $21.8K
|
4.02K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 4.78% |
$23.5K - $23.5K
|
5.4K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-279- 11.8% |
$24.2K - $24.2K
|
2.09K
$181K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 13.8% |
$26K - $26K
|
1.87K
$162K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-309- 2.76% |
$26.8K - $26.8K
|
10.9K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-315- 0.79% |
$27.3K - $27.3K
|
39.4K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-325- 1.53% |
$28.2K - $28.2K
|
20.9K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-326- 0.28% |
$28.3K - $28.3K
|
116K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-370- 2.9% |
$32.1K - $32.1K
|
12.4K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-413- 15.38% |
$35.8K - $35.8K
|
2.27K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-425- 12.16% |
$36.8K - $36.8K
|
3.07K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-427- 9.02% |
$37K - $37K
|
4.31K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-434- 7.53% |
$37.6K - $37.6K
|
5.33K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-443- 1.92% |
$38.4K - $38.4K
|
22.6K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-458- 3.62% |
$39.7K - $39.7K
|
12.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-474- 16.84% |
$41.1K - $41.1K
|
2.34K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-479- 0.65% |
$41.5K - $41.5K
|
73.2K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-500- 4.76% |
$43.3K - $43.3K
|
10K
$867K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-503- 9.86% |
$43.6K - $43.6K
|
4.6K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-508- 9.82% |
$44K - $44K
|
4.66K
$404K
|