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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-50- 30.3% |
N/A
|
115
$9.97K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-52- 2.02% |
N/A
|
2.52K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 4.99% |
N/A
|
1.01K
$87.5K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-60- 1.64% |
N/A
|
3.61K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-62- 1.17% |
N/A
|
5.26K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62- 0.6% |
N/A
|
10.2K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-67- 1.55% |
N/A
|
4.24K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-75- 1.66% |
N/A
|
4.45K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-76- 61.79% |
N/A
|
47
$4.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 1.06% |
N/A
|
7.45K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-86- 0.44% |
N/A
|
19.6K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 90.0% |
N/A
|
10
$867
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-99- 8.51% |
N/A
|
1.06K
$92.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-100- 4.17% |
N/A
|
2.3K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-100- 3.85% |
N/A
|
2.5K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-104- 6.4% |
N/A
|
1.52K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-107- 16.77% |
N/A
|
531
$46K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-108- 67.92% |
N/A
|
51
$4.42K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-114- 2.37% |
N/A
|
4.69K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-115- 2.29% |
N/A
|
4.92K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-129- 4.5% |
N/A
|
2.74K
$237K
|
|
|
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
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-171- 19.3% |
N/A
|
715
$62K
|
|
|
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
|