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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 1.77% |
N/A
|
189K
$16.4M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
494+ 7.88% |
N/A
|
6.76K
$586K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.6K- 7.01% |
N/A
|
566K
$49M
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
42.7KNew |
N/A
|
42.7K
$3.7M
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
125K+ 25.47% |
N/A
|
616K
$53.4M
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42K+ 28.72% |
N/A
|
6.35K
$550K
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$296K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.5K+ 66.7% |
N/A
|
3.75K
$325K
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
725+ 906.25% |
N/A
|
805
$69.8K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5.89K+ 18.11% |
N/A
|
38.4K
$3.33M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-53.7K- 51.5% |
N/A
|
50.5K
$4.38M
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
26New |
N/A
|
26
$2.25K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-13.1K- 14.47% |
N/A
|
77.1K
$6.68M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-147- 3.27% |
N/A
|
4.35K
$377K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$659K
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-36.1K- 15.05% |
N/A
|
204K
$17.7M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.88K+ 4.14% |
N/A
|
47.3K
$4.1M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
138K+ 6249.16% |
N/A
|
141K
$12.2M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
24New |
N/A
|
24
$2.08K
|
|
May 06, 2025
Q1 2025
|
Crystal Rock Capital Management
|
SELL
|
- |
-52.4K- 36.87% |
N/A
|
89.8K
$7.78M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-824- 8.77% |
N/A
|
8.57K
$743K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-72.6K- 21.11% |
N/A
|
271K
$23.5M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51- 2.19% |
N/A
|
2.27K
$197K
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-297K- 86.49% |
N/A
|
46.4K
$4.02M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
554New |
N/A
|
554
$48K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 1.45% |
N/A
|
119K
$10.3M
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
52.8KNew |
N/A
|
52.8K
$4.58M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
251+ 4.79% |
N/A
|
5.5K
$476K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.21K+ 440.43% |
N/A
|
10.1K
$873K
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
459+ 17.5% |
N/A
|
3.08K
$267K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.94K+ 9.06% |
N/A
|
23.3K
$2.02M
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.86K- 13.87% |
N/A
|
30.2K
$2.61M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.24K+ 39.81% |
N/A
|
11.4K
$986K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
43.1KNew |
N/A
|
43.1K
$3.73M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
719+ 1.18% |
N/A
|
61.7K
$5.35M
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.22K+ 64.97% |
N/A
|
3.09K
$267K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
989+ 4.18% |
N/A
|
24.7K
$2.14M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.2K+ 13.01% |
N/A
|
245K
$21.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
8KNew |
N/A
|
8K
$693K
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
69New |
N/A
|
69
$5.98K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.08K+ 34.5% |
N/A
|
12K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Riposte Capital LLC
New York, NY |
BUY
|
- |
60K+ 54.55% |
N/A
|
170K
$14.7M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.67K- 34.74% |
N/A
|
10.7K
$923K
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.2% |
N/A
|
8.87K
$768K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$295K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6+ 1.1% |
N/A
|
552
$47.8K
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18.8K- 19.75% |
N/A
|
76.6K
$6.64M
|