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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.45KNew |
$259K - $367K
|
3.45K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.43K+ 102.81% |
$258K - $365K
|
6.77K
$587K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.4K+ 36.3% |
$255K - $361K
|
12.8K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.4KNew |
$255K - $361K
|
3.4K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.38K+ 97.32% |
$254K - $359K
|
6.86K
$594K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.37K+ 791.76% |
$252K - $357K
|
3.79K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.34KNew |
$250K - $355K
|
3.34K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.3KNew |
$248K - $350K
|
3.3K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.29KNew |
$247K - $349K
|
3.29K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28KNew |
$246K - $349K
|
3.28K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.26KNew |
$245K - $346K
|
3.26K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.25K+ 3.53% |
$244K - $345K
|
95.2K
$8.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.2KNew |
$240K - $340K
|
3.2K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
3.2K+ 19.63% |
$240K - $340K
|
19.5K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
3.18KNew |
$238K - $337K
|
3.18K
$275K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.12KNew |
$234K - $331K
|
3.12K
$271K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.12K+ 31.48% |
$234K - $331K
|
13K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.11KNew |
$233K - $330K
|
3.11K
$270K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.1K+ 59.62% |
$233K - $329K
|
8.3K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.09KNew |
$231K - $328K
|
3.09K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.08KNew |
$231K - $326K
|
3.08K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.07KNew |
$231K - $326K
|
3.07K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
3K+ 7.5% |
$225K - $319K
|
43K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$225K - $319K
|
3K
$260K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.98KNew |
$224K - $317K
|
2.98K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$222K - $314K
|
2.96K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.94KNew |
$220K - $312K
|
2.94K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.93K+ 64.76% |
$220K - $311K
|
7.45K
$646K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.9KNew |
$218K - $308K
|
2.9K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.9KNew |
$217K - $308K
|
2.9K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.9K+ 14.85% |
$217K - $308K
|
22.4K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.83KNew |
$212K - $300K
|
2.83K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.81KNew |
$211K - $299K
|
2.81K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.8KNew |
$210K - $297K
|
2.8K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.8K+ 1434.36% |
$210K - $297K
|
2.99K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.77KNew |
$208K - $295K
|
2.77K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.77KNew |
$208K - $294K
|
2.77K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
2.7K+ 0.66% |
$203K - $287K
|
414K
$35.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.69K+ 4636.21% |
$202K - $285K
|
2.75K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.69KNew |
$201K - $285K
|
2.69K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$199K - $281K
|
2.65K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$196K - $278K
|
2.62K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.62KNew |
$196K - $278K
|
2.62K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.6KNew |
$195K - $276K
|
2.6K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$194K - $275K
|
2.59K
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.58KNew |
$194K - $274K
|
2.58K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.57K+ 0.1% |
$193K - $273K
|
2.46M
$213M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.53KNew |
$190K - $268K
|
2.53K
$219K
|