Purchases and Sales Made in Q4 2023 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
23.3KNew |
$811K - $1.15M
|
23.3K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.1KNew |
$805K - $1.14M
|
23.1K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
22.4K+ 170.27% |
$780K - $1.11M
|
35.5K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.2KNew |
$773K - $1.1M
|
22.2K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.1KNew |
$771K - $1.09M
|
22.1K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
22.1KNew |
$770K - $1.09M
|
22.1K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 10.42% |
$769K - $1.09M
|
234K
$20.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
21.5KNew |
$748K - $1.06M
|
21.5K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2KNew |
$739K - $1.05M
|
21.2K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
20.8K+ 11.75% |
$725K - $1.03M
|
198K
$17.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
20.7K+ 169.16% |
$720K - $1.02M
|
32.9K
$2.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
20.3KNew |
$708K - $1M
|
20.3K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.3KNew |
$706K - $1M
|
20.3K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
20KNew |
$697K - $989K
|
20K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
19.5KNew |
$680K - $964K
|
19.5K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
19.3KNew |
$672K - $953K
|
19.3K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$629K - $893K
|
18.1K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
18KNew |
$627K - $890K
|
18K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.4KNew |
$605K - $859K
|
17.4K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.2K+ 28.09% |
$599K - $849K
|
78.3K
$6.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17K+ 136.71% |
$593K - $840K
|
29.4K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
17KNew |
$592K - $840K
|
17K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.8KNew |
$584K - $829K
|
16.8K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
16.5KNew |
$576K - $816K
|
16.5K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
16.5K+ 2.67% |
$574K - $814K
|
633K
$54.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
16.4KNew |
$572K - $812K
|
16.4K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16K+ 195.81% |
$559K - $792K
|
24.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
16K+ 23.53% |
$558K - $791K
|
84K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7K+ 234.93% |
$547K - $776K
|
22.4K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
15.6K+ 141.81% |
$545K - $773K
|
26.7K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
15.6KNew |
$545K - $773K
|
15.6K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$535K - $759K
|
15.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.1K+ 138.41% |
$525K - $744K
|
25.9K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$501K - $711K
|
14.4K
$1.25M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
13.8KNew |
$481K - $682K
|
13.8K
$1.2M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
13.6KNew |
$474K - $672K
|
13.6K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.5KNew |
$471K - $668K
|
13.5K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.2K+ 22.11% |
$460K - $652K
|
72.9K
$6.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13.2KNew |
$460K - $652K
|
13.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$435K - $616K
|
12.5K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
12K+ 64.07% |
$420K - $595K
|
30.8K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Schweiz Ag
|
BUY
|
- |
12K+ 0.43% |
$418K - $593K
|
2.79M
$242M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.6KNew |
$404K - $573K
|
11.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.4KNew |
$399K - $566K
|
11.4K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.2KNew |
$391K - $555K
|
11.2K
$973K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10.9K+ 133.19% |
$382K - $541K
|
19.2K
$1.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9KNew |
$380K - $539K
|
10.9K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.8K+ 41.1% |
$378K - $536K
|
37.2K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
10.6K+ 47.26% |
$371K - $526K
|
33.2K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10.2KNew |
$357K - $506K
|
10.2K
$888K
|