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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
70+ 1.46% |
$6.07K - $6.07K
|
4.87K
$422K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-166- 0.69% |
$14.4K - $14.4K
|
24K
$2.08M
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
8.68K+ 44.1% |
$752K - $752K
|
28.4K
$2.46M
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-165K- 16.91% |
$14.3M - $14.3M
|
809K
$70.1M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$8.67K - $8.67K
|
100
$8.67K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.41KNew |
$209K - $209K
|
2.41K
$209K
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
31.5KNew |
$2.73M - $2.73M
|
31.5K
$2.73M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-540- 21.01% |
$46.8K - $46.8K
|
2.03K
$176K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.13KNew |
$184K - $184K
|
2.13K
$184K
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.37K- 32.01% |
$292K - $292K
|
7.15K
$620K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
920New |
$79.7K - $79.7K
|
920
$79.7K
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
440KNew |
$38.1M - $38.1M
|
440K
$38.1M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
83+ 2.98% |
$7.19K - $7.19K
|
2.87K
$248K
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
105K+ 22.9% |
$9.13M - $9.13M
|
565K
$49M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
124+ 1.25% |
$10.7K - $10.7K
|
10K
$870K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1.02K+ 11.98% |
$88.7K - $88.7K
|
9.57K
$829K
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
344+ 1.16% |
$29.8K - $29.8K
|
30.1K
$2.61M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-709- 2.03% |
$61.4K - $61.4K
|
34.3K
$2.97M
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
133K+ 29.64% |
$11.6M - $11.6M
|
584K
$50.6M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.8K+ 147.87% |
$1.28M - $1.28M
|
24.8K
$2.15M
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.91K- 35.17% |
$252K - $252K
|
5.36K
$464K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
375KNew |
$32.5M - $32.5M
|
375K
$32.5M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 37.7% |
$1.54M - $1.54M
|
64.7K
$5.61M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
127New |
$11K - $11K
|
127
$11K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
299K+ 212.17% |
$25.9M - $25.9M
|
440K
$38.1M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.56KNew |
$568K - $568K
|
6.56K
$568K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 35.62% |
$117K - $117K
|
2.44K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-8.86K- 60.94% |
$768K - $768K
|
5.68K
$492K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-135K- 39.71% |
$11.7M - $11.7M
|
205K
$17.8M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 130.54% |
$147K - $147K
|
3K
$260K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-86- 2.26% |
$7.45K - $7.45K
|
3.72K
$322K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-44.3K- 3.77% |
$3.84M - $3.84M
|
1.13M
$98M
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.91K- 15.58% |
$252K - $252K
|
15.8K
$1.37M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.15KNew |
$273K - $273K
|
3.15K
$273K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.64KNew |
$315K - $315K
|
3.64K
$315K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
916+ 23.43% |
$79.4K - $79.4K
|
4.83K
$418K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.8K+ 360.33% |
$934K - $934K
|
13.8K
$1.19M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14K+ 48.8% |
$1.22M - $1.22M
|
42.8K
$3.71M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
200+ 28.57% |
$17.3K - $17.3K
|
900
$78K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
83New |
$7.19K - $7.19K
|
83
$7.19K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.11KNew |
$183K - $183K
|
2.11K
$183K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$1.91K - $1.91K
|
22
$1.91K
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
20.5KNew |
$1.78M - $1.78M
|
20.5K
$1.78M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$4.33K - $4.33K
|
50
$4.33K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 15.38% |
$3.47K - $3.47K
|
300
$26K
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
5.19K+ 19.88% |
$450K - $450K
|
31.3K
$2.71M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.31K+ 47.22% |
$114K - $114K
|
4.08K
$354K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.0% |
$260 - $260
|
97
$8.41K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.75K+ 265.89% |
$758K - $758K
|
12K
$1.04M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
8.6K+ 6.27% |
$745K - $745K
|
146K
$12.6M
|