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 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4.12KNew |
$357K - $357K
|
4.12K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.11KNew |
$356K - $356K
|
4.11K
$356K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.08K+ 27.56% |
$354K - $354K
|
18.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.08KNew |
$353K - $353K
|
4.08K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.04KNew |
$350K - $350K
|
4.04K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
4KNew |
$347K - $347K
|
4K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.99K+ 42.79% |
$346K - $346K
|
13.3K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.96K+ 14.78% |
$343K - $343K
|
30.7K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.96KNew |
$343K - $343K
|
3.96K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92KNew |
$339K - $339K
|
3.92K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.92KNew |
$339K - $339K
|
3.92K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.88K+ 33.09% |
$336K - $336K
|
15.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.85KNew |
$333K - $333K
|
3.85K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.79K+ 35.48% |
$328K - $328K
|
14.5K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.77K+ 38.97% |
$327K - $327K
|
13.5K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.7KNew |
$321K - $321K
|
3.7K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.69K+ 19.4% |
$320K - $320K
|
22.7K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.67KNew |
$318K - $318K
|
3.67K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.66K+ 18.77% |
$318K - $318K
|
23.2K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.64KNew |
$315K - $315K
|
3.64K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.62K+ 108.51% |
$314K - $314K
|
6.96K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.61K+ 137.84% |
$312K - $312K
|
6.22K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.6K+ 0.8% |
$312K - $312K
|
456K
$39.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3.56KNew |
$308K - $308K
|
3.56K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.48KNew |
$302K - $302K
|
3.48K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.46K+ 0.72% |
$300K - $300K
|
485K
$42M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.36KNew |
$291K - $291K
|
3.36K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.31KNew |
$287K - $287K
|
3.31K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.26K+ 400.74% |
$283K - $283K
|
4.08K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 123.06% |
$279K - $279K
|
5.83K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.19KNew |
$276K - $276K
|
3.19K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.18KNew |
$275K - $275K
|
3.18K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.17KNew |
$274K - $274K
|
3.17K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.15KNew |
$273K - $273K
|
3.15K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.13KNew |
$271K - $271K
|
3.13K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.06KNew |
$265K - $265K
|
3.06K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.05KNew |
$264K - $264K
|
3.05K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.04K+ 33.13% |
$263K - $263K
|
12.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.02K+ 41.47% |
$262K - $262K
|
10.3K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.01K+ 52.66% |
$261K - $261K
|
8.72K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3KNew |
$260K - $260K
|
3K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.93K+ 10.32% |
$254K - $254K
|
31.4K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.91KNew |
$252K - $252K
|
2.91K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.91KNew |
$252K - $252K
|
2.91K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.9K+ 81.69% |
$251K - $251K
|
6.45K
$559K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.89KNew |
$251K - $251K
|
2.89K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.86K+ 81.94% |
$248K - $248K
|
6.35K
$550K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.81KNew |
$243K - $243K
|
2.81K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.78KNew |
$241K - $241K
|
2.78K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.74KNew |
$237K - $237K
|
2.74K
$237K
|