Purchases and Sales Made in Q3 2024 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
922+ 3.68% |
$79.9K - $79.9K
|
26K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
920New |
$79.7K - $79.7K
|
920
$79.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 23.43% |
$79.4K - $79.4K
|
4.83K
$418K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
911+ 23.79% |
$78.9K - $78.9K
|
4.74K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
902+ 693.85% |
$78.2K - $78.2K
|
1.03K
$89.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
900+ 62.03% |
$78K - $78K
|
2.35K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$78K - $78K
|
900
$78K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
893+ 12.89% |
$77.4K - $77.4K
|
7.82K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
865+ 5.36% |
$75K - $75K
|
17K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
863+ 3.9% |
$74.8K - $74.8K
|
23K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
834+ 4.29% |
$72.3K - $72.3K
|
20.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
810+ 0.51% |
$70.2K - $70.2K
|
161K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 9.78% |
$69.3K - $69.3K
|
8.98K
$778K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
800+ 7.21% |
$69.3K - $69.3K
|
11.9K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 16.0% |
$68.2K - $68.2K
|
5.71K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
780+ 1.7% |
$67.6K - $67.6K
|
46.8K
$4.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
750+ 15.0% |
$65K - $65K
|
5.75K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
734+ 5.77% |
$63.6K - $63.6K
|
13.5K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
711+ 9.75% |
$61.6K - $61.6K
|
8K
$693K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
691+ 5.41% |
$59.9K - $59.9K
|
13.5K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
677+ 12.34% |
$58.7K - $58.7K
|
6.16K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
671New |
$58.1K - $58.1K
|
671
$58.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
668+ 91.01% |
$57.9K - $57.9K
|
1.4K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
648+ 4.01% |
$56.2K - $56.2K
|
16.8K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
642+ 14.77% |
$55.6K - $55.6K
|
4.99K
$432K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
631+ 742.35% |
$54.7K - $54.7K
|
716
$62K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
625+ 6.07% |
$54.2K - $54.2K
|
10.9K
$947K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
610+ 14.94% |
$52.9K - $52.9K
|
4.69K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
610+ 10.84% |
$52.9K - $52.9K
|
6.24K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
605+ 11.85% |
$52.4K - $52.4K
|
5.71K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
605+ 2.12% |
$52.4K - $52.4K
|
29.1K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
587+ 232.94% |
$50.9K - $50.9K
|
839
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
570+ 1.84% |
$49.4K - $49.4K
|
31.5K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
567+ 1.37% |
$49.1K - $49.1K
|
41.8K
$3.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
520+ 45.14% |
$45.1K - $45.1K
|
1.67K
$145K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
468+ 10.03% |
$40.6K - $40.6K
|
5.13K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
459+ 8.94% |
$39.8K - $39.8K
|
5.6K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
458+ 241.05% |
$39.7K - $39.7K
|
648
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
456+ 4.45% |
$39.5K - $39.5K
|
10.7K
$927K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
456+ 11.6% |
$39.5K - $39.5K
|
4.39K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
440+ 24.97% |
$38.1K - $38.1K
|
2.2K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
435+ 13.59% |
$37.7K - $37.7K
|
3.64K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424+ 18.85% |
$36.7K - $36.7K
|
2.67K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
419+ 6.19% |
$36.3K - $36.3K
|
7.19K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
409+ 0.96% |
$35.4K - $35.4K
|
42.9K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
400+ 1.53% |
$34.7K - $34.7K
|
26.5K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
397+ 13.88% |
$34.4K - $34.4K
|
3.26K
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
394+ 36.25% |
$34.1K - $34.1K
|
1.48K
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
366New |
$31.7K - $31.7K
|
366
$31.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
355+ 147.3% |
$30.8K - $30.8K
|
596
$51.6K
|