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 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
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-404- 24.09% |
$35K - $35K
|
1.27K
$110K
|
|
|
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 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-503- 7.8% |
$43.6K - $43.6K
|
5.95K
$515K
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-527- 5.17% |
$45.7K - $45.7K
|
9.66K
$837K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-540- 21.01% |
$46.8K - $46.8K
|
2.03K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-561- 14.66% |
$48.6K - $48.6K
|
3.27K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-597- 1.01% |
$51.7K - $51.7K
|
58.3K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-656- 21.35% |
$56.8K - $56.8K
|
2.42K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-709- 2.03% |
$61.4K - $61.4K
|
34.3K
$2.97M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-749- 1.22% |
$64.9K - $64.9K
|
60.7K
$5.26M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-787- 15.78% |
$68.2K - $68.2K
|
4.2K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-793- 7.58% |
$68.7K - $68.7K
|
9.67K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-949- 22.0% |
$82.2K - $82.2K
|
3.36K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-972- 23.57% |
$84.2K - $84.2K
|
3.15K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 8.33% |
$86.7K - $86.7K
|
11K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.05K- 63.08% |
$90.9K - $90.9K
|
614
$53.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 20.62% |
$92.2K - $92.2K
|
4.1K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 21.6% |
$93.9K - $93.9K
|
3.93K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.11K- 4.59% |
$95.9K - $95.9K
|
23K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.12K- 72.5% |
$96.6K - $96.6K
|
423
$36.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.16K- 3.98% |
$101K - $101K
|
28K
$2.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.22K- 14.73% |
$106K - $106K
|
7.07K
$612K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.23K- 5.88% |
$106K - $106K
|
19.6K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.27K- 14.74% |
$110K - $110K
|
7.32K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.34K- 2.11% |
$116K - $116K
|
62.4K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 35.62% |
$117K - $117K
|
2.44K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.38K- 61.0% |
$119K - $119K
|
879
$76.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.47K- 37.47% |
$127K - $127K
|
2.45K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.53K- 6.69% |
$133K - $133K
|
21.4K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 25.17% |
$147K - $147K
|
5.03K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.77K- 25.14% |
$154K - $154K
|
5.28K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.78K- 0.72% |
$154K - $154K
|
245K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.97K- 14.63% |
$170K - $170K
|
11.5K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.02K- 23.03% |
$175K - $175K
|
6.76K
$586K
|