Latest Institutional Transactions on Vertiv Holdings CO (VRT)
This table provides information on the latest institutional transactions involving Vertiv Holdings CO (VRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.91KNew |
$252K - $252K
|
2.91K
$252K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
677+ 12.34% |
$58.7K - $58.7K
|
6.16K
$534K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.37K- 26.43% |
$639K - $639K
|
20.5K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.25K+ 7.1% |
$195K - $195K
|
34K
$2.94M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
29.5KNew |
$2.55M - $2.55M
|
29.5K
$2.55M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53.1K+ 298.36% |
$4.6M - $4.6M
|
70.9K
$6.15M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1KNew |
$182K - $182K
|
2.1K
$182K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
927K+ 36.32% |
$80.4M - $80.4M
|
3.48M
$302M
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-3.19K- 57.92% |
$276K - $276K
|
2.32K
$201K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.53K- 22.24% |
$306K - $306K
|
12.3K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
582K+ 829.71% |
$50.5M - $50.5M
|
653K
$56.6M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34KNew |
$202K - $202K
|
2.34K
$202K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
408K+ 7.36% |
$35.4M - $35.4M
|
5.95M
$516M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 9.78% |
$69.3K - $69.3K
|
8.98K
$778K
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-500- 4.76% |
$43.3K - $43.3K
|
10K
$867K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
900+ 62.03% |
$78K - $78K
|
2.35K
$204K
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
60.5K+ 345.08% |
$5.24M - $5.24M
|
78K
$6.76M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
142K+ 8.77% |
$12.3M - $12.3M
|
1.77M
$153M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.77KNew |
$587K - $587K
|
6.77K
$587K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 4.78% |
$23.5K - $23.5K
|
5.4K
$468K
|
|
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 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
41.3KNew |
$3.58M - $3.58M
|
41.3K
$3.58M
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-793- 7.58% |
$68.7K - $68.7K
|
9.67K
$838K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3.56KNew |
$308K - $308K
|
3.56K
$308K
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.06KNew |
$439K - $439K
|
5.06K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.19K+ 29.77% |
$103K - $103K
|
5.17K
$448K
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
989K+ 55.11% |
$85.7M - $85.7M
|
2.78M
$241M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-561- 14.66% |
$48.6K - $48.6K
|
3.27K
$283K
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20.4KNew |
$1.77M - $1.77M
|
20.4K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-11.5K- 40.45% |
$998K - $998K
|
16.9K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
19.5KNew |
$1.69M - $1.69M
|
19.5K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.22% |
$173 - $173
|
899
$77.9K
|
|
Nov 12, 2024
Q3 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
131K+ 1310000.0% |
$11.4M - $11.4M
|
131K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
138K+ 1.6% |
$11.9M - $11.9M
|
8.76M
$759M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
4.12KNew |
$357K - $357K
|
4.12K
$357K
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
64.6KNew |
$5.59M - $5.59M
|
64.6K
$5.59M
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-479- 0.65% |
$41.5K - $41.5K
|
73.2K
$6.35M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.09K+ 25.49% |
$787K - $787K
|
44.7K
$3.88M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-195K- 7.61% |
$16.9M - $16.9M
|
2.36M
$205M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
39.3K+ 16.8% |
$3.4M - $3.4M
|
273K
$23.7M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424+ 18.85% |
$36.7K - $36.7K
|
2.67K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-90- 2.4% |
$7.8K - $7.8K
|
3.65K
$317K
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.04KNew |
$176K - $176K
|
2.04K
$176K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 20.82% |
$21.7K - $21.7K
|
951
$82.4K
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
537KNew |
$46.5M - $46.5M
|
537K
$46.5M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.14K- 8.99% |
$272K - $272K
|
31.8K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.21K+ 2.21% |
$191K - $191K
|
102K
$8.83M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-24.9K- 3.22% |
$2.16M - $2.16M
|
748K
$64.8M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.2KNew |
$969K - $969K
|
11.2K
$969K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 2.21% |
$108K - $108K
|
57.8K
$5.01M
|