Purchases and Sales Made in Q3 2023 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.18KNew |
$149K - $246K
|
6.18K
$535K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.16KNew |
$148K - $246K
|
6.16K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.88KNew |
$141K - $234K
|
5.88K
$509K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.77KNew |
$139K - $230K
|
5.77K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.76KNew |
$139K - $230K
|
5.76K
$499K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.76K+ 10.04% |
$139K - $230K
|
63.1K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.68KNew |
$137K - $226K
|
5.68K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
5.58K+ 6883.95% |
$134K - $222K
|
5.66K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.36KNew |
$129K - $214K
|
5.36K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.42K+ 341.7% |
$82.3K - $136K
|
4.42K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 4.67% |
$69.5K - $115K
|
64.7K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.57KNew |
$62K - $103K
|
2.57K
$223K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 5.59% |
$61.4K - $102K
|
48.1K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.54KNew |
$61.1K - $101K
|
2.54K
$220K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.46K+ 18.42% |
$59.2K - $98.1K
|
15.8K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.01K+ 90.5% |
$48.4K - $80.1K
|
4.23K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.75K+ 1.46% |
$42.2K - $69.9K
|
122K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.62K+ 5.02% |
$39K - $64.6K
|
33.9K
$2.94M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
1.58K+ 13.29% |
$38K - $62.9K
|
13.4K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.53K+ 6.2% |
$36.8K - $61K
|
26.2K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 7.47% |
$31.3K - $51.8K
|
18.7K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.29K+ 1.67% |
$31K - $51.3K
|
78.5K
$6.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$24.7K - $40.9K
|
1.03K
$88.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
996+ 299.1% |
$24K - $39.7K
|
1.33K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
919New |
$22.1K - $36.6K
|
919
$79.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
818New |
$19.7K - $32.6K
|
818
$70.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
732+ 3.78% |
$17.6K - $29.2K
|
20.1K
$1.74M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
673+ 31.51% |
$16.2K - $26.8K
|
2.81K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
667New |
$16.1K - $26.6K
|
667
$57.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
577+ 4.13% |
$13.9K - $23K
|
14.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
564+ 20.35% |
$13.6K - $22.5K
|
3.34K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
551+ 1.49% |
$13.3K - $22K
|
37.5K
$3.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
550New |
$13.2K - $21.9K
|
550
$47.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
468+ 6.34% |
$11.3K - $18.7K
|
7.85K
$680K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
468+ 6.34% |
$11.3K - $18.7K
|
7.85K
$680K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
409+ 161.66% |
$9.85K - $16.3K
|
662
$57.4K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400New |
$9.63K - $15.9K
|
400
$34.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
366+ 29.95% |
$8.81K - $14.6K
|
1.59K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
328New |
$7.9K - $13.1K
|
328
$28.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
319New |
$7.68K - $12.7K
|
319
$27.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
289+ 0.45% |
$6.96K - $11.5K
|
64K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
246+ 0.84% |
$5.92K - $9.81K
|
29.5K
$2.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
222New |
$5.35K - $8.85K
|
222
$19.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
177+ 4.68% |
$4.26K - $7.06K
|
3.96K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
158+ 65.02% |
$3.8K - $6.3K
|
401
$34.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150New |
$3.61K - $5.98K
|
150
$13K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
149+ 0.1% |
$3.59K - $5.94K
|
151K
$13.1M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
145New |
$3.49K - $5.78K
|
145
$12.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
127New |
$3.06K - $5.06K
|
127
$11K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
115New |
$2.77K - $4.59K
|
115
$9.97K
|