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 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.78K+ 113.46% |
$588K - $588K
|
12.8K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.77KNew |
$587K - $587K
|
6.77K
$587K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.66KNew |
$577K - $577K
|
6.66K
$577K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.58KNew |
$570K - $570K
|
6.58K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.56KNew |
$568K - $568K
|
6.56K
$568K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.52K+ 8.75% |
$565K - $565K
|
81K
$7.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.48KNew |
$561K - $561K
|
6.48K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 18.53% |
$552K - $552K
|
40.7K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.14K+ 39.14% |
$532K - $532K
|
21.8K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.94KNew |
$515K - $515K
|
5.94K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
5.9K+ 7.4% |
$511K - $511K
|
85.6K
$7.42M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.88K+ 58.2% |
$509K - $509K
|
16K
$1.38M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.87KNew |
$508K - $508K
|
5.87K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.5K+ 108.15% |
$477K - $477K
|
10.6K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.47K+ 177.98% |
$474K - $474K
|
8.55K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
5.44KNew |
$471K - $471K
|
5.44K
$471K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.42KNew |
$470K - $470K
|
5.42K
$470K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.36K+ 54.23% |
$464K - $464K
|
15.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
5.27K+ 3.3% |
$456K - $456K
|
165K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.23K+ 26.19% |
$453K - $453K
|
25.2K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.23K+ 45.57% |
$453K - $453K
|
16.7K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.21KNew |
$452K - $452K
|
5.21K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.19K+ 156.79% |
$450K - $450K
|
8.51K
$737K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
5.19K+ 19.88% |
$450K - $450K
|
31.3K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.19KNew |
$450K - $450K
|
5.19K
$450K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.15K+ 74.08% |
$446K - $446K
|
12.1K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.14K+ 197.77% |
$445K - $445K
|
7.74K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.06KNew |
$439K - $439K
|
5.06K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.06K+ 0.81% |
$438K - $438K
|
630K
$54.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5KNew |
$433K - $433K
|
5K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5K+ 25.0% |
$433K - $433K
|
25K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
5KNew |
$433K - $433K
|
5K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.98KNew |
$431K - $431K
|
4.98K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.9KNew |
$424K - $424K
|
4.9K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.89KNew |
$424K - $424K
|
4.89K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$416K - $416K
|
4.8K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.8K+ 81.92% |
$416K - $416K
|
10.7K
$923K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.67K+ 55.88% |
$405K - $405K
|
13K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.63K+ 21.55% |
$401K - $401K
|
26.1K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.6K+ 19.04% |
$398K - $398K
|
28.7K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.59KNew |
$397K - $397K
|
4.59K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.53K+ 20.2% |
$392K - $392K
|
26.9K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.52KNew |
$392K - $392K
|
4.52K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4.5K+ 112.5% |
$390K - $390K
|
8.5K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.5K+ 39.82% |
$390K - $390K
|
15.8K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
4.46KNew |
$387K - $387K
|
4.46K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.42K+ 44.0% |
$383K - $383K
|
14.4K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.38KNew |
$379K - $379K
|
4.38K
$379K
|