Purchases and Sales Made in Q4 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-147- 0.71% |
N/A
|
20.6K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-148- 3.86% |
N/A
|
3.69K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-149- 0.62% |
N/A
|
23.9K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 1.23% |
N/A
|
12K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-153- 3.08% |
N/A
|
4.81K
$417K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-155- 2.61% |
N/A
|
5.79K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-159- 18.09% |
N/A
|
720
$62.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-163- 1.34% |
N/A
|
12K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-169- 10.88% |
N/A
|
1.39K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-180- 0.67% |
N/A
|
26.8K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-191- 1.47% |
N/A
|
12.8K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 40.0% |
N/A
|
300
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Candelo Capital Management LP
New York, NY |
SELL
|
- |
-200- 0.48% |
N/A
|
41.5K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-202- 57.71% |
N/A
|
148
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-204- 3.54% |
N/A
|
5.56K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-204- 14.88% |
N/A
|
1.17K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-210- 7.43% |
N/A
|
2.62K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-229- 9.7% |
N/A
|
2.13K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-236- 0.15% |
N/A
|
162K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-240- 4.44% |
N/A
|
5.16K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 4.35% |
N/A
|
5.5K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-282- 0.8% |
N/A
|
35K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-295- 1.47% |
N/A
|
19.7K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-295- 6.28% |
N/A
|
4.4K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-298- 0.19% |
N/A
|
154K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-300- 7.59% |
N/A
|
3.66K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-307- 1.1% |
N/A
|
27.7K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-310- 5.82% |
N/A
|
5.02K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-318- 30.09% |
N/A
|
739
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-318- 11.9% |
N/A
|
2.36K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-321- 3.0% |
N/A
|
10.4K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-334- 54.84% |
N/A
|
275
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-343- 8.47% |
N/A
|
3.71K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-344- 5.19% |
N/A
|
6.29K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-345- 9.62% |
N/A
|
3.24K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-345- 0.11% |
N/A
|
319K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-347- 10.89% |
N/A
|
2.84K
$246K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-350- 14.89% |
N/A
|
2K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-359- 7.81% |
N/A
|
4.24K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-365- 2.19% |
N/A
|
16.3K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-384- 14.34% |
N/A
|
2.29K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-387- 0.3% |
N/A
|
128K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-390- 11.97% |
N/A
|
2.87K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-408- 7.85% |
N/A
|
4.79K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-419- 0.68% |
N/A
|
61K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-427- 16.09% |
N/A
|
2.23K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-430- 3.95% |
N/A
|
10.4K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-447- 9.43% |
N/A
|
4.29K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-463- 2.48% |
N/A
|
18.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-474- 14.46% |
N/A
|
2.8K
$243K
|