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 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 63.11% |
$176K - $249K
|
13K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5KNew |
$174K - $247K
|
5K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.99KNew |
$174K - $247K
|
4.99K
$433K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.99KNew |
$174K - $247K
|
4.99K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.92K+ 0.25% |
$172K - $243K
|
2M
$174M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.91KNew |
$171K - $243K
|
4.91K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.84K+ 172.13% |
$169K - $239K
|
7.64K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.81KNew |
$168K - $238K
|
4.81K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.7KNew |
$164K - $232K
|
4.7K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.7KNew |
$164K - $232K
|
4.7K
$407K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.68KNew |
$163K - $231K
|
4.68K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.63K+ 50.52% |
$161K - $229K
|
13.8K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
4.61KNew |
$161K - $228K
|
4.61K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
4.6KNew |
$160K - $227K
|
4.6K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.55KNew |
$159K - $225K
|
4.55K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.4K+ 883.94% |
$153K - $218K
|
4.9K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
4.4K+ 173.3% |
$153K - $217K
|
6.94K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.38KNew |
$153K - $216K
|
4.38K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.25KNew |
$148K - $210K
|
4.25K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.24KNew |
$148K - $210K
|
4.24K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.2KNew |
$146K - $208K
|
4.2K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.19KNew |
$146K - $207K
|
4.19K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.03K+ 16.67% |
$140K - $199K
|
28.2K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.91KNew |
$136K - $193K
|
3.91K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.81K+ 0.34% |
$133K - $188K
|
1.13M
$97.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.76KNew |
$131K - $186K
|
3.76K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.74K+ 30.25% |
$130K - $185K
|
16.1K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.67K+ 33.29% |
$128K - $182K
|
14.7K
$1.27M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.48KNew |
$121K - $172K
|
3.48K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.48K+ 19.15% |
$121K - $172K
|
21.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.94KNew |
$102K - $145K
|
2.94K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.92K+ 441.24% |
$102K - $144K
|
3.58K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.71K+ 64.05% |
$94.5K - $134K
|
6.94K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.5KNew |
$87.2K - $124K
|
2.5K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.3K+ 15.65% |
$80.2K - $114K
|
17K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.16K+ 235.26% |
$75.4K - $107K
|
3.08K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.15K+ 24.49% |
$75.1K - $106K
|
10.9K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.13K+ 36.91% |
$74.3K - $105K
|
7.9K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.99K+ 5.08% |
$69.4K - $98.4K
|
41.2K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.95K+ 0.7% |
$68K - $96.5K
|
280K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 1.05% |
$56.8K - $80.6K
|
157K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.6K+ 17.91% |
$55.6K - $78.8K
|
10.5K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.58KNew |
$55.1K - $78.1K
|
1.58K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.5KNew |
$52.3K - $74.1K
|
1.5K
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.47KNew |
$51.1K - $72.5K
|
1.47K
$127K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.34K+ 223.87% |
$46.7K - $66.3K
|
1.94K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.31KNew |
$45.5K - $64.6K
|
1.31K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 13.17% |
$45K - $63.8K
|
11.1K
$961K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.25K+ 6.2% |
$43.4K - $61.6K
|
21.3K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.2KNew |
$41.8K - $59.3K
|
1.2K
$104K
|