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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
250New |
$11.4K - $20.7K
|
250
$21.7K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.38K+ 2568.49% |
$427K - $775K
|
9.74K
$844K
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-63.9K- 39.11% |
$2.91M - $5.29M
|
99.6K
$8.63M
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-75- 0.77% |
$3.42K - $6.2K
|
9.67K
$838K
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.53K+ 6.39% |
$207K - $375K
|
75.4K
$6.53M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-85.3K- 22.73% |
$3.89M - $7.05M
|
290K
$25.1M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
153K+ 543.09% |
$6.98M - $12.7M
|
181K
$15.7M
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
12.1KNew |
$553K - $1M
|
12.1K
$1.05M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.5K- 25.14% |
$480K - $871K
|
31.4K
$2.72M
|
|
Apr 22, 2024
Q1 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-10.2K- 2.0% |
$464K - $841K
|
500K
$43.3M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
98K+ 13.86% |
$4.47M - $8.1M
|
805K
$69.8M
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-3.58K- 34.18% |
$163K - $296K
|
6.89K
$597K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
30New |
$1.37K - $2.48K
|
30
$2.6K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-12.6K- 80.77% |
$574K - $1.04M
|
3K
$260K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.5K- 22.43% |
$205K - $372K
|
15.6K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 28.57% |
$456 - $827
|
45
$3.9K
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
748+ 2.86% |
$34.1K - $61.8K
|
26.9K
$2.33M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.77KNew |
$263K - $477K
|
5.77K
$500K
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22New |
$1K - $1.82K
|
22
$1.91K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.26KNew |
$148K - $269K
|
3.26K
$282K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.53K+ 76.57% |
$161K - $292K
|
8.15K
$706K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-494- 30.2% |
$22.5K - $40.8K
|
1.14K
$99K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.79K+ 46.22% |
$173K - $314K
|
12K
$1.04M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 9.72% |
$319 - $579
|
79
$6.85K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
277K+ 16.62% |
$12.6M - $22.9M
|
1.94M
$168M
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-698K- 77.88% |
$31.8M - $57.7M
|
198K
$17.2M
|
|
Apr 18, 2024
Q1 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
19.5KNew |
$888K - $1.61M
|
19.5K
$1.69M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 66.67% |
$9.11K - $16.5K
|
500
$43.3K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
41New |
$1.87K - $3.39K
|
41
$3.55K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
332New |
$15.1K - $27.4K
|
332
$28.8K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4New |
$182 - $331
|
4
$347
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
2.88KNew |
$131K - $238K
|
2.88K
$250K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
85New |
$3.87K - $7.03K
|
85
$7.37K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.03K+ 97.97% |
$275K - $498K
|
12.2K
$1.06M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
720New |
$32.8K - $59.5K
|
720
$62.4K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
48.1KNew |
$2.19M - $3.98M
|
48.1K
$4.17M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 50.0% |
$911 - $1.65K
|
20
$1.73K
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.13KNew |
$142K - $258K
|
3.13K
$271K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1K+ 666.67% |
$45.6K - $82.7K
|
1.15K
$99.7K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
815+ 2.16% |
$37.1K - $67.4K
|
38.5K
$3.34M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
25New |
$1.14K - $2.07K
|
25
$2.17K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.6K- 3.75% |
$73K - $133K
|
41.2K
$3.57M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.1KNew |
$141K - $256K
|
3.1K
$269K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.08KNew |
$277K - $502K
|
6.08K
$527K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.37KNew |
$245K - $444K
|
5.37K
$465K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$456 - $827
|
10
$867
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.86KNew |
$176K - $319K
|
3.86K
$335K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.05KNew |
$367K - $665K
|
8.05K
$698K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
2.5KNew |
$114K - $207K
|
2.5K
$217K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.69KNew |
$259K - $470K
|
5.69K
$493K
|