Purchases and Sales Made in Q4 2023 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q4 2023. 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 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
966+ 1.43% |
$33.7K - $47.7K
|
68.6K
$5.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
944+ 211.66% |
$32.9K - $46.7K
|
1.39K
$120K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
880New |
$30.7K - $43.5K
|
880
$76.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
813+ 6.66% |
$28.3K - $40.2K
|
13K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
812+ 2.77% |
$28.3K - $40.1K
|
30.2K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
810+ 7.51% |
$28.2K - $40K
|
11.6K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
800New |
$27.9K - $39.5K
|
800
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
694+ 2.46% |
$24.2K - $34.3K
|
29K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
667+ 11.58% |
$23.3K - $33K
|
6.43K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
534New |
$18.6K - $26.4K
|
534
$46.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
463+ 2.52% |
$16.1K - $22.9K
|
18.8K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
440New |
$15.3K - $21.7K
|
440
$38.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
436+ 132.93% |
$15.2K - $21.6K
|
764
$66.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
426+ 2.93% |
$14.9K - $21.1K
|
15K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
400New |
$13.9K - $19.8K
|
400
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
333New |
$11.6K - $16.5K
|
333
$28.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
309+ 297.12% |
$10.8K - $15.3K
|
413
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 1.6% |
$10.5K - $14.8K
|
19K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
300New |
$10.5K - $14.8K
|
300
$26K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$10.5K - $14.8K
|
300
$26K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
298+ 270.91% |
$10.4K - $14.7K
|
408
$35.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
252+ 79.0% |
$8.78K - $12.5K
|
571
$49.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
221+ 135.58% |
$7.7K - $10.9K
|
384
$33.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 20.98% |
$7.49K - $10.6K
|
1.24K
$107K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
205+ 1.03% |
$7.15K - $10.1K
|
20.1K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.97K - $9.89K
|
200
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
200+ 1.09% |
$6.97K - $9.89K
|
18.6K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
199+ 201.01% |
$6.94K - $9.84K
|
298
$25.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
195New |
$6.8K - $9.64K
|
195
$16.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
170+ 24.75% |
$5.93K - $8.4K
|
857
$74.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
159New |
$5.54K - $7.86K
|
159
$13.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
143+ 64.41% |
$4.98K - $7.07K
|
365
$31.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
139New |
$4.85K - $6.87K
|
139
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
118+ 118.0% |
$4.11K - $5.83K
|
218
$18.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.42% |
$4.01K - $5.68K
|
3.47K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
112New |
$3.9K - $5.54K
|
112
$9.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110New |
$3.83K - $5.44K
|
110
$9.53K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.35% |
$3.49K - $4.94K
|
28.6K
$2.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 303.03% |
$3.49K - $4.94K
|
133
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
83New |
$2.89K - $4.1K
|
83
$7.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
66+ 20.0% |
$2.3K - $3.26K
|
396
$34.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 381.25% |
$2.13K - $3.02K
|
77
$6.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
54+ 52.94% |
$1.88K - $2.67K
|
156
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
49New |
$1.71K - $2.42K
|
49
$4.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
48New |
$1.67K - $2.37K
|
48
$4.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38New |
$1.32K - $1.88K
|
38
$3.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$1.22K - $1.73K
|
35
$3.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
31+ 32.63% |
$1.08K - $1.53K
|
126
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$697 - $989
|
20
$1.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 26.76% |
$662 - $939
|
90
$7.8K
|