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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-58- 1.97% |
$5.03K - $5.03K
|
2.88K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$201K - $201K
|
2.32K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-60.1K- 8.53% |
$5.21M - $5.21M
|
645K
$55.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 52.8% |
$7.37K - $7.37K
|
76
$6.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-11.5K- 7.06% |
$996K - $996K
|
151K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
49+ 1.5% |
$4.25K - $4.25K
|
3.31K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
400+ 1.53% |
$34.7K - $34.7K
|
26.5K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
230+ 5.81% |
$19.9K - $19.9K
|
4.19K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
133KNew |
$11.5M - $11.5M
|
133K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.31KNew |
$287K - $287K
|
3.31K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-749- 1.22% |
$64.9K - $64.9K
|
60.7K
$5.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-19.1K- 37.78% |
$1.65M - $1.65M
|
31.4K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12.6K+ 55.13% |
$1.09M - $1.09M
|
35.3K
$3.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
197+ 2.69% |
$17.1K - $17.1K
|
7.53K
$653K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07KNew |
$180K - $180K
|
2.07K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
7.5K+ 12.5% |
$650K - $650K
|
67.5K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3KNew |
$260K - $260K
|
3K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
73+ 6.7% |
$6.33K - $6.33K
|
1.16K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
53.2K+ 110.22% |
$4.61M - $4.61M
|
101K
$8.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
610+ 14.94% |
$52.9K - $52.9K
|
4.69K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.54K- 16.29% |
$220K - $220K
|
13.1K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 34.7% |
$168K - $168K
|
7.53K
$653K
|
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
54.7K+ 24.45% |
$4.74M - $4.74M
|
278K
$24.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43.6K- 37.4% |
$3.78M - $3.78M
|
73K
$6.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$374K - $374K
|
4.31K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
15.3KNew |
$1.32M - $1.32M
|
15.3K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.89KNew |
$251K - $251K
|
2.89K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74KNew |
$151K - $151K
|
1.74K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.75K- 16.57% |
$238K - $238K
|
13.9K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.04K+ 33.13% |
$263K - $263K
|
12.2K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.9K+ 81.69% |
$251K - $251K
|
6.45K
$559K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-325- 1.53% |
$28.2K - $28.2K
|
20.9K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 18.59% |
$8.67K - $8.67K
|
638
$55.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
61+ 1.92% |
$5.29K - $5.29K
|
3.24K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
459+ 8.94% |
$39.8K - $39.8K
|
5.6K
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-49.1K- 69.33% |
$4.26M - $4.26M
|
21.7K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
10.8K+ 7.85% |
$939K - $939K
|
149K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
930+ 23.71% |
$80.6K - $80.6K
|
4.85K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
28K+ 233.33% |
$2.43M - $2.43M
|
40K
$3.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
102+ 204.0% |
$8.84K - $8.84K
|
152
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.1K+ 65.29% |
$2.09M - $2.09M
|
60.9K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.94KNew |
$515K - $515K
|
5.94K
$515K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-55- 2.3% |
$4.77K - $4.77K
|
2.34K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-19.9K- 42.44% |
$1.72M - $1.72M
|
27K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45K+ 7.66% |
$126K - $126K
|
20.4K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.16KNew |
$794K - $794K
|
9.16K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
671New |
$58.1K - $58.1K
|
671
$58.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.25K+ 1.67% |
$108K - $108K
|
76.1K
$6.59M
|