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
|
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
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.14K- 30.55% |
N/A
|
2.58K
$224K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.71K- 27.55% |
N/A
|
4.51K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.72K- 26.24% |
N/A
|
4.84K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.73K- 4.14% |
N/A
|
40.1K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-1.8K- 15.13% |
N/A
|
10.1K
$875K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.8K- 13.78% |
N/A
|
11.3K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.92K- 7.38% |
N/A
|
24K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.07K- 9.05% |
N/A
|
20.8K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.08K- 18.99% |
N/A
|
8.85K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.2K- 4.97% |
N/A
|
42K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.26K- 11.56% |
N/A
|
17.3K
$1.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.3K- 56.39% |
N/A
|
1.78K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.33K- 25.95% |
N/A
|
6.65K
$576K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.4K- 7.69% |
N/A
|
28.8K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.41K- 11.69% |
N/A
|
18.2K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.58K- 5.06% |
N/A
|
48.3K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.72K- 3.22% |
N/A
|
81.7K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.76K- 18.43% |
N/A
|
12.2K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.82K- 69.72% |
N/A
|
1.22K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.89K- 41.55% |
N/A
|
4.07K
$353K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.91K- 14.91% |
N/A
|
16.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.91K- 21.89% |
N/A
|
10.4K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-3K- 1.04% |
N/A
|
285K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.31K- 69.12% |
N/A
|
1.48K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.38K- 8.83% |
N/A
|
34.9K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.43K- 26.15% |
N/A
|
9.67K
$838K
|