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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 68.0% |
$593 - $840
|
42
$3.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
14New |
$488 - $692
|
14
$1.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 92.31% |
$418 - $593
|
25
$2.17K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 250.0% |
$349 - $494
|
14
$1.21K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 30.0% |
$314 - $445
|
39
$3.38K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
8New |
$279 - $395
|
8
$693
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$244 - $346
|
7
$607
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 4.65% |
$139 - $198
|
90
$7.8K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 50.0% |
$69.7 - $98.9
|
6
$520
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$34.9 - $49.4
|
1
$86.7
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1+ 50.0% |
$34.9 - $49.4
|
3
$260
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.2% |
$314 - $445
|
4.56K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 2.06% |
$314 - $445
|
427
$37K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 73.33% |
$383 - $544
|
4
$347
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 7.07% |
$453 - $643
|
171
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-22- 0.08% |
$767 - $1.09K
|
28.1K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-23- 85.19% |
$802 - $1.14K
|
4
$347
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-56- 52.83% |
$1.95K - $2.77K
|
50
$4.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-57- 13.07% |
$1.99K - $2.82K
|
379
$32.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73- 0.87% |
$2.54K - $3.61K
|
8.3K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-79- 2.53% |
$2.75K - $3.9K
|
3.04K
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-82- 54.67% |
$2.86K - $4.05K
|
68
$5.89K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-92- 0.9% |
$3.21K - $4.55K
|
10.1K
$877K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-92- 31.19% |
$3.21K - $4.55K
|
203
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-140- 1.78% |
$4.88K - $6.92K
|
7.71K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 8.6% |
$5.37K - $7.61K
|
1.64K
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-166- 0.26% |
$5.79K - $8.21K
|
63.8K
$5.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-172- 0.2% |
$6K - $8.5K
|
83.8K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-177- 44.14% |
$6.17K - $8.75K
|
224
$19.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-178- 1.48% |
$6.21K - $8.8K
|
11.8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-187- 1.0% |
$6.52K - $9.24K
|
18.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-238- 15.29% |
$8.3K - $11.8K
|
1.32K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-309- 46.33% |
$10.8K - $15.3K
|
358
$31K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-331- 0.75% |
$11.5K - $16.4K
|
43.7K
$3.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-337- 0.16% |
$11.7K - $16.7K
|
209K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-358- 3.06% |
$12.5K - $17.7K
|
11.4K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-390- 47.68% |
$13.6K - $19.3K
|
428
$37.1K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400Closed |
$13.9K - $19.8K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-431- 4.61% |
$15K - $21.3K
|
8.91K
$772K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-455- 1.27% |
$15.9K - $22.5K
|
35.3K
$3.06M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-455- 1.27% |
$15.9K - $22.5K
|
35.3K
$3.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Iridian Asset Management LLC
|
SELL
|
- |
-544- 1.23% |
$19K - $26.9K
|
43.7K
$3.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-605- 1.58% |
$21.1K - $29.9K
|
37.7K
$3.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-714- 75.0% |
$24.9K - $35.3K
|
238
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-784- 2.31% |
$27.3K - $38.8K
|
33.1K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-794- 50.0% |
$27.7K - $39.2K
|
794
$68.8K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-890- 0.17% |
$31K - $44K
|
513K
$44.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-895- 0.36% |
$31.2K - $44.2K
|
251K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1K- 3.57% |
$34.9K - $49.4K
|
27K
$2.34M
|