Purchases and Sales Made in Q1 2023 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 2.91% |
$825 - $1.04K
|
2.23K
$193K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
55New |
$720 - $905
|
55
$4.77K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$707 - $889
|
54
$4.68K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52New |
$681 - $856
|
52
$4.51K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
29+ 0.01% |
$380 - $477
|
335K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20New |
$262 - $329
|
20
$1.73K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19New |
$249 - $313
|
19
$1.65K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18+ 0.22% |
$236 - $296
|
8.2K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.05% |
$223 - $280
|
32.5K
$2.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 9.18% |
$118 - $148
|
107
$9.27K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 0.98% |
$249 - $313
|
1.91K
$166K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37- 3.81% |
$484 - $609
|
933
$80.9K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-52- 9.61% |
$681 - $856
|
489
$42.4K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-63- 0.35% |
$825 - $1.04K
|
18K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-70- 0.2% |
$916 - $1.15K
|
35K
$3.04M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-70- 0.2% |
$916 - $1.15K
|
35K
$3.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-71- 39.01% |
$929 - $1.17K
|
111
$9.62K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-77- 2.29% |
$1.01K - $1.27K
|
3.29K
$285K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 0.62% |
$1.31K - $1.65K
|
16.1K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-121- 21.57% |
$1.58K - $1.99K
|
440
$38.1K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-128Closed |
$1.68K - $2.11K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 2.64% |
$3.22K - $4.05K
|
9.06K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-273- 27.83% |
$3.57K - $4.49K
|
708
$61.4K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-417- 1.2% |
$5.46K - $6.86K
|
34.2K
$2.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-500- 20.82% |
$6.55K - $8.23K
|
1.9K
$165K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-546- 11.39% |
$7.15K - $8.99K
|
4.25K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-707- 3.69% |
$9.25K - $11.6K
|
18.4K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-782- 89.78% |
$10.2K - $12.9K
|
89
$7.71K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-983- 91.02% |
$12.9K - $16.2K
|
97
$8.41K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.08K- 6.86% |
$14.1K - $17.8K
|
14.7K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.23K- 3.11% |
$16.1K - $20.2K
|
38.3K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.47K- 1.85% |
$19.2K - $24.1K
|
77.8K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.52K- 7.62% |
$19.9K - $25K
|
18.4K
$1.59M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.69KClosed |
$22.1K - $27.8K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.74K- 8.84% |
$22.7K - $28.6K
|
17.9K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.85K- 4.58% |
$24.2K - $30.5K
|
38.6K
$3.34M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.94K- 8.45% |
$25.4K - $32K
|
21.1K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.2K- 0.8% |
$28.8K - $36.3K
|
273K
$23.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.53K- 3.1% |
$33.1K - $41.6K
|
79K
$6.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.75K- 10.21% |
$36K - $45.3K
|
24.2K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 10.67% |
$40.2K - $50.6K
|
25.7K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-3.14K- 13.83% |
$41.1K - $51.7K
|
19.6K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.68K- 4.79% |
$48.2K - $60.6K
|
73.1K
$6.34M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.76K- 5.25% |
$49.2K - $61.9K
|
67.9K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4.57K- 3.97% |
$59.8K - $75.2K
|
111K
$9.59M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.4K- 1.35% |
$70.7K - $88.9K
|
395K
$34.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.51K- 80.38% |
$85.3K - $107K
|
1.59K
$138K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.56K- 9.52% |
$85.9K - $108K
|
62.4K
$5.4M
|