Purchases and Sales Made in Q4 2021 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.03KNew |
$22.4K - $28.5K
|
1.03K
$89.3K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
972New |
$21.1K - $26.9K
|
972
$84.2K
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
967+ 2.7% |
$21K - $26.7K
|
36.8K
$3.19M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
893New |
$19.4K - $24.7K
|
893
$77.4K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
690+ 6.44% |
$15K - $19.1K
|
11.4K
$988K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
675+ 19.75% |
$14.7K - $18.7K
|
4.09K
$355K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
634+ 4.25% |
$13.8K - $17.5K
|
15.6K
$1.35M
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
577+ 10.45% |
$12.5K - $15.9K
|
6.1K
$529K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
565+ 136.8% |
$12.3K - $15.6K
|
978
$84.8K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
447New |
$9.7K - $12.4K
|
447
$38.7K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$8.68K - $11.1K
|
400
$34.7K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
365+ 1.93% |
$7.92K - $10.1K
|
19.3K
$1.67M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
357New |
$7.75K - $9.86K
|
357
$30.9K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
300New |
$6.51K - $8.29K
|
300
$26K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
260New |
$5.64K - $7.18K
|
260
$22.5K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
255+ 1.94% |
$5.54K - $7.05K
|
13.4K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
254New |
$5.51K - $7.02K
|
254
$22K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
214+ 2.49% |
$4.65K - $5.91K
|
8.82K
$765K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
190+ 128.38% |
$4.12K - $5.25K
|
338
$29.3K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177+ 3.02% |
$3.84K - $4.89K
|
6.03K
$523K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
157+ 74.41% |
$3.41K - $4.34K
|
368
$31.9K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
155New |
$3.37K - $4.28K
|
155
$13.4K
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
109+ 0.75% |
$2.37K - $3.01K
|
14.6K
$1.27M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
105New |
$2.28K - $2.9K
|
105
$9.1K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99+ 4.74% |
$2.15K - $2.74K
|
2.19K
$190K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$760 - $967
|
35
$3.03K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
28New |
$608 - $774
|
28
$2.43K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26New |
$564 - $718
|
26
$2.25K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24+ 0.18% |
$521 - $663
|
13.4K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 104.76% |
$478 - $608
|
43
$3.73K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 91.3% |
$456 - $580
|
44
$3.81K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18New |
$391 - $497
|
18
$1.56K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$217 - $276
|
10
$867
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 114.29% |
$174 - $221
|
15
$1.3K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 0.0% |
$86.8 - $111
|
116K
$10M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$21.7 - $27.6
|
1.4K
$121K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 12.22% |
$1.19K - $1.52K
|
395
$34.2K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62Closed |
$1.35K - $1.71K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-89- 0.85% |
$1.93K - $2.46K
|
10.4K
$900K
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-94- 0.34% |
$2.04K - $2.6K
|
27.8K
$2.41M
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-104- 0.23% |
$2.26K - $2.87K
|
44.6K
$3.87M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-113- 1.16% |
$2.45K - $3.12K
|
9.64K
$836K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-131Closed |
$2.84K - $3.62K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-143- 2.44% |
$3.1K - $3.95K
|
5.72K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-158- 0.2% |
$3.43K - $4.37K
|
79.3K
$6.88M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-174- 0.19% |
$3.78K - $4.81K
|
93.6K
$8.11M
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-175- 0.05% |
$3.8K - $4.84K
|
382K
$33.1M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-200Closed |
$4.34K - $5.53K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-257- 95.9% |
$5.58K - $7.1K
|
11
$953
|