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 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
|
|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-964- 0.99% |
N/A
|
96.6K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.01K- 23.52% |
N/A
|
3.27K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.1K- 4.27% |
N/A
|
24.6K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.12K- 9.98% |
N/A
|
10.1K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 9.27% |
N/A
|
11.1K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.16K- 9.33% |
N/A
|
11.2K
$973K
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.17K- 23.97% |
N/A
|
3.72K
$323K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.18K- 7.75% |
N/A
|
14K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.18K- 25.81% |
N/A
|
3.4K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 24.77% |
N/A
|
3.63K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.26K- 50.06% |
N/A
|
1.26K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.3K- 0.84% |
N/A
|
153K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-1.34K- 6.35% |
N/A
|
19.7K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.41K- 6.86% |
N/A
|
19.1K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 35.94% |
N/A
|
2.52K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.44K- 19.08% |
N/A
|
6.1K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5K- 18.07% |
N/A
|
6.8K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.54K- 38.03% |
N/A
|
2.52K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.56K- 1.16% |
N/A
|
132K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.59K- 18.66% |
N/A
|
6.92K
$600K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.6K- 37.21% |
N/A
|
2.7K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.64K- 17.45% |
N/A
|
7.77K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.66K- 25.38% |
N/A
|
4.87K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.67K- 32.45% |
N/A
|
3.48K
$302K
|