Purchases and Sales Made in Q2 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
260New |
$19.5K - $27.6K
|
260
$22.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
259New |
$19.4K - $27.5K
|
259
$22.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
233+ 1.21% |
$17.5K - $24.7K
|
19.4K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
233+ 1.21% |
$17.5K - $24.7K
|
19.4K
$1.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
231+ 1.72% |
$17.3K - $24.5K
|
13.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
225New |
$16.9K - $23.9K
|
225
$19.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
213New |
$16K - $22.6K
|
213
$18.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
202New |
$15.2K - $21.4K
|
202
$17.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200+ 132.45% |
$15K - $21.2K
|
351
$30.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
200+ 0.67% |
$15K - $21.2K
|
30.2K
$2.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
192+ 36.16% |
$14.4K - $20.4K
|
723
$62.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
180+ 250.0% |
$13.5K - $19.1K
|
252
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
155+ 0.26% |
$11.6K - $16.5K
|
60.3K
$5.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
152+ 15.2% |
$11.4K - $16.1K
|
1.15K
$99.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
$11.3K - $15.9K
|
150
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
146New |
$11K - $15.5K
|
146
$12.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
142New |
$10.7K - $15.1K
|
142
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
130New |
$9.75K - $13.8K
|
130
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128+ 206.45% |
$9.6K - $13.6K
|
190
$16.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
115New |
$8.63K - $12.2K
|
115
$9.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
102New |
$7.65K - $10.8K
|
102
$8.84K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$7.5K - $10.6K
|
100
$8.67K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98New |
$7.35K - $10.4K
|
98
$8.49K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 20.36% |
$6.83K - $9.66K
|
538
$46.6K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
86+ 19.82% |
$6.45K - $9.13K
|
520
$45.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
85New |
$6.38K - $9.02K
|
85
$7.37K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
82New |
$6.15K - $8.71K
|
82
$7.11K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
82+ 103.8% |
$6.15K - $8.71K
|
161
$14K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
81+ 34.91% |
$6.08K - $8.6K
|
313
$27.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
80+ 2.15% |
$6K - $8.49K
|
3.81K
$330K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
75+ 535.71% |
$5.63K - $7.96K
|
89
$7.71K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 40.94% |
$5.25K - $7.43K
|
241
$20.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 9.33% |
$5.25K - $7.43K
|
820
$71.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$5.03K - $7.11K
|
67
$5.81K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
62+ 1.61% |
$4.65K - $6.58K
|
3.92K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 18.02% |
$4.5K - $6.37K
|
393
$34.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
57+ 2.02% |
$4.28K - $6.05K
|
2.88K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54+ 5.23% |
$4.05K - $5.73K
|
1.09K
$94.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
52New |
$3.9K - $5.52K
|
52
$4.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
50New |
$3.75K - $5.31K
|
50
$4.33K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
41+ 83.67% |
$3.08K - $4.35K
|
90
$7.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
41+ 70.69% |
$3.08K - $4.35K
|
99
$8.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 4.67% |
$3K - $4.25K
|
897
$77.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 12.84% |
$2.85K - $4.03K
|
334
$28.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
37+ 0.18% |
$2.78K - $3.93K
|
20.1K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$2.25K - $3.19K
|
30
$2.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
26New |
$1.95K - $2.76K
|
26
$2.25K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
22+ 14.38% |
$1.65K - $2.34K
|
175
$15.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
22+ 0.52% |
$1.65K - $2.34K
|
4.27K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 14.78% |
$1.28K - $1.8K
|
132
$11.4K
|