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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-478- 18.34% |
N/A
|
2.13K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-480- 13.78% |
N/A
|
3K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 1.05% |
N/A
|
46.7K
$4.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 2.36% |
N/A
|
20.7K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-500- 3.4% |
N/A
|
14.2K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-501- 6.37% |
N/A
|
7.36K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-502- 2.22% |
N/A
|
22.1K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-563- 7.83% |
N/A
|
6.63K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-571- 9.58% |
N/A
|
5.39K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-577- 14.37% |
N/A
|
3.44K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-582- 0.22% |
N/A
|
269K
$23.3M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-583- 39.82% |
N/A
|
881
$76.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-592- 8.14% |
N/A
|
6.69K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-663- 5.78% |
N/A
|
10.8K
$936K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-709- 27.54% |
N/A
|
1.87K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-750- 25.92% |
N/A
|
2.14K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-789- 17.99% |
N/A
|
3.6K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-817- 40.37% |
N/A
|
1.21K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-817- 15.66% |
N/A
|
4.4K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-831- 17.82% |
N/A
|
3.83K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-865- 39.32% |
N/A
|
1.34K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-896- 8.25% |
N/A
|
9.97K
$864K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-901- 13.75% |
N/A
|
5.65K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-907- 5.81% |
N/A
|
14.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-911- 1.24% |
N/A
|
72.3K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-914- 9.11% |
N/A
|
9.12K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-920- 39.33% |
N/A
|
1.42K
$123K
|