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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.11% |
$86.7 - $86.7
|
89
$7.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.0% |
$260 - $260
|
97
$8.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 5.36% |
$260 - $260
|
53
$4.59K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10- 5.71% |
$867 - $867
|
165
$14.3K
|
|
|
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 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-76- 2.76% |
$6.59K - $6.59K
|
2.68K
$232K
|
|
|
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
|
|
|
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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 33.33% |
$8.67K - $8.67K
|
200
$17.3K
|
|
|
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 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-235- 9.65% |
$20.4K - $20.4K
|
2.2K
$191K
|
|
|
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
|