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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.8K+ 36.4% |
N/A
|
25.5K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.79KNew |
N/A
|
6.79K
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
6.7K+ 67.0% |
N/A
|
16.7K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.64K+ 35.13% |
N/A
|
25.5K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.42KNew |
N/A
|
6.42K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
6.32K+ 10.14% |
N/A
|
68.7K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.32KNew |
N/A
|
6.32K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.24K+ 169.69% |
N/A
|
9.91K
$859K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.16KNew |
N/A
|
6.16K
$534K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
6.14K+ 4.83% |
N/A
|
133K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.96KNew |
N/A
|
5.96K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.93KNew |
N/A
|
5.93K
$514K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
5.93KNew |
N/A
|
5.93K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.89K+ 462.53% |
N/A
|
7.16K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 54.24% |
N/A
|
16.4K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.71K+ 35.38% |
N/A
|
21.9K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$493K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.63KNew |
N/A
|
5.63K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.57K+ 54.04% |
N/A
|
15.9K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.5K+ 3.96% |
N/A
|
145K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
5.43K+ 9.38% |
N/A
|
63.4K
$5.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.43KNew |
N/A
|
5.43K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
5.43KNew |
N/A
|
5.43K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
5.37KNew |
N/A
|
5.37K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.29K+ 194.73% |
N/A
|
8K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.28K+ 12.11% |
N/A
|
48.9K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.26K+ 38.22% |
N/A
|
19K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
5.16KNew |
N/A
|
5.16K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
5.12KNew |
N/A
|
5.12K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.12K+ 11.96% |
N/A
|
47.9K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.1K+ 10.9% |
N/A
|
51.9K
$4.5M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5K+ 20.0% |
N/A
|
30K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5KNew |
N/A
|
5K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5KNew |
N/A
|
5K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5K+ 51.7% |
N/A
|
14.7K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.98K+ 17.65% |
N/A
|
33.2K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.89K+ 17.42% |
N/A
|
33K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.77K+ 55.74% |
N/A
|
13.3K
$1.16M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
4.76KNew |
N/A
|
4.76K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.6KNew |
N/A
|
4.6K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.58K+ 683.86% |
N/A
|
5.24K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.53KNew |
N/A
|
4.53K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.43K+ 11.23% |
N/A
|
43.9K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$383K
|