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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
113+ 1.37% |
$2.72K - $4.51K
|
8.38K
$726K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
106New |
$2.55K - $4.23K
|
106
$9.19K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
102New |
$2.46K - $4.07K
|
102
$8.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$2.41K - $3.99K
|
100
$8.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
95New |
$2.29K - $3.79K
|
95
$8.23K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
91New |
$2.19K - $3.63K
|
91
$7.89K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 5.17% |
$2.12K - $3.51K
|
1.79K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
86New |
$2.07K - $3.43K
|
86
$7.45K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
84+ 127.27% |
$2.02K - $3.35K
|
150
$13K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71New |
$1.71K - $2.83K
|
71
$6.15K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
54+ 96.43% |
$1.3K - $2.15K
|
110
$9.53K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 14.58% |
$1.01K - $1.67K
|
330
$28.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 14.58% |
$1.01K - $1.67K
|
330
$28.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$963 - $1.59K
|
40
$3.47K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$795 - $1.32K
|
33
$2.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33+ 0.31% |
$795 - $1.32K
|
10.8K
$935K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
30New |
$722 - $1.2K
|
30
$2.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
27New |
$650 - $1.08K
|
27
$2.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$602 - $997
|
25
$2.17K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$313 - $518
|
13
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 39.39% |
$313 - $518
|
46
$3.99K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
11+ 0.35% |
$265 - $439
|
3.12K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$217 - $359
|
4.57K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 8.33% |
$193 - $319
|
104
$9.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.88% |
$144 - $239
|
687
$59.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$96.3 - $159
|
4
$347
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$96.3 - $159
|
4
$347
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$96.3 - $159
|
4
$347
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$48.2 - $79.7
|
2
$173
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 46.67% |
$337 - $558
|
16
$1.39K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 42.86% |
$506 - $837
|
28
$2.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 7.82% |
$891 - $1.48K
|
436
$37.8K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-45- 0.13% |
$1.08K - $1.79K
|
35.8K
$3.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-45- 0.13% |
$1.08K - $1.79K
|
35.8K
$3.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-64- 6.3% |
$1.54K - $2.55K
|
952
$82.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-76- 90.48% |
$1.83K - $3.03K
|
8
$693
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-94- 94.95% |
$2.26K - $3.75K
|
5
$433
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-107- 41.63% |
$2.58K - $4.27K
|
150
$13K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109- 40.07% |
$2.62K - $4.35K
|
163
$14.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 20.15% |
$2.65K - $4.39K
|
436
$37.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-149- 4.25% |
$3.59K - $5.94K
|
3.36K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
SELL
|
- |
-229- 0.11% |
$5.51K - $9.13K
|
210K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-251- 36.01% |
$6.04K - $10K
|
446
$38.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-307- 1.71% |
$7.39K - $12.2K
|
17.6K
$1.53M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-328- 52.65% |
$7.9K - $13.1K
|
295
$25.6K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-348- 4.24% |
$8.38K - $13.9K
|
7.85K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-489- 97.02% |
$11.8K - $19.5K
|
15
$1.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 2.18% |
$12K - $19.9K
|
22.4K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-579- 4.08% |
$13.9K - $23.1K
|
13.6K
$1.18M
|