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 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.5KNew |
$188K - $265K
|
2.5K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.49KNew |
$187K - $264K
|
2.49K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.46K+ 1.56% |
$184K - $261K
|
160K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.45K+ 16.78% |
$184K - $260K
|
17.1K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$183K - $259K
|
2.44K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$180K - $255K
|
2.4K
$208K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.4KNew |
$180K - $254K
|
2.4K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.36KNew |
$177K - $251K
|
2.36K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.36K+ 55.68% |
$177K - $251K
|
6.61K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35KNew |
$176K - $249K
|
2.35K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.34KNew |
$176K - $248K
|
2.34K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.25KNew |
$169K - $239K
|
2.25K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25KNew |
$169K - $239K
|
2.25K
$195K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.17K+ 18.06% |
$163K - $230K
|
14.2K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.13K+ 40.19% |
$159K - $226K
|
7.42K
$643K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2K+ 5.85% |
$150K - $213K
|
36.3K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 20.0% |
$150K - $212K
|
12K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.92K+ 35.77% |
$144K - $204K
|
7.29K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.87K+ 28.62% |
$141K - $199K
|
8.42K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.83K+ 0.29% |
$137K - $194K
|
625K
$54.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.82K+ 158.26% |
$137K - $193K
|
2.97K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8KNew |
$135K - $191K
|
1.8K
$156K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 85.35% |
$135K - $191K
|
3.91K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 3.14% |
$134K - $190K
|
58.9K
$5.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.79K+ 6.08% |
$134K - $190K
|
31.2K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.74K+ 62.89% |
$130K - $185K
|
4.5K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.7K+ 20.74% |
$127K - $180K
|
9.87K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63K+ 302.78% |
$122K - $173K
|
2.17K
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.62K+ 8.38% |
$121K - $171K
|
20.9K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 10440.0% |
$117K - $166K
|
1.58K
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.55K+ 6.0% |
$116K - $165K
|
27.4K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$115K - $163K
|
1.54K
$133K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.53K+ 643.46% |
$114K - $162K
|
1.76K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 54.33% |
$112K - $159K
|
4.26K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.4K+ 9.21% |
$105K - $149K
|
16.6K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.37K+ 24.05% |
$103K - $145K
|
7.06K
$611K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 173.41% |
$102K - $145K
|
2.15K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.33K+ 53.16% |
$99.7K - $141K
|
3.83K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.29K+ 18.04% |
$97K - $137K
|
8.46K
$733K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.29K+ 336.72% |
$97K - $137K
|
1.68K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.26K+ 7.45% |
$94.2K - $133K
|
18.1K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.24KNew |
$92.7K - $131K
|
1.24K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 6.55% |
$92.1K - $130K
|
20K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.22K+ 2.16% |
$91.7K - $130K
|
57.8K
$5.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.2K+ 800.0% |
$90K - $127K
|
1.35K
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$87.3K - $124K
|
1.16K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.11K+ 3.41% |
$83.3K - $118K
|
33.7K
$2.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.1KNew |
$82.5K - $117K
|
1.1K
$95.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06KNew |
$79.7K - $113K
|
1.06K
$92.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 23.22% |
$79.5K - $113K
|
5.63K
$487K
|