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 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 14.03% |
N/A
|
17.8K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.13K+ 71.1% |
N/A
|
5.13K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$184K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$180K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.06K+ 48.43% |
N/A
|
6.3K
$546K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.05K+ 31.57% |
N/A
|
8.56K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.04KNew |
N/A
|
2.04K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 4.93% |
N/A
|
42.7K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 13.33% |
N/A
|
17K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.97KNew |
N/A
|
1.97K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.94K+ 0.89% |
N/A
|
220K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.89KNew |
N/A
|
1.89K
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$162K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.86K+ 13.62% |
N/A
|
15.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
BUY
|
- |
1.84K+ 16.82% |
N/A
|
12.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 8.42% |
N/A
|
23.7K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.82K+ 13.51% |
N/A
|
15.3K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.79K+ 2.88% |
N/A
|
64.1K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.79K+ 28.2% |
N/A
|
8.14K
$705K
|