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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
105New |
N/A
|
105
$9.1K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.55K+ 49.13% |
N/A
|
4.69K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-309- 8.05% |
N/A
|
3.53K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.3K+ 38.24% |
N/A
|
4.7K
$407K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 24.01% |
N/A
|
5.17K
$448K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-7K- 3.62% |
N/A
|
186K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-431- 0.42% |
N/A
|
103K
$8.93M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
2.59K+ 48.02% |
N/A
|
7.97K
$691K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.71K+ 75.19% |
N/A
|
6.32K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40.6K+ 566.27% |
N/A
|
47.7K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-151K- 18.42% |
N/A
|
669K
$58M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 47.92% |
N/A
|
163
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.68K+ 18.34% |
N/A
|
30.2K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
N/A
|
23
$1.99K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-296- 41.11% |
N/A
|
424
$36.7K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-926- 43.6% |
N/A
|
1.2K
$104K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.49KNew |
N/A
|
7.49K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-65.4K- 59.19% |
N/A
|
45.1K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.05K+ 25.13% |
N/A
|
40.1K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 5.48% |
N/A
|
6.68K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.2K- 67.61% |
N/A
|
8.25K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.9K+ 69.52% |
N/A
|
19.3K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.37K+ 10.86% |
N/A
|
13.9K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.31K+ 11.66% |
N/A
|
41.2K
$3.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
506+ 15.03% |
N/A
|
3.87K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
192+ 11.35% |
N/A
|
1.88K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-43.9K- 6.81% |
N/A
|
601K
$52.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.39% |
N/A
|
5.15K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.31K- 67.18% |
N/A
|
640
$55.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-900- 3.4% |
N/A
|
25.6K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.38K+ 29.92% |
N/A
|
10.3K
$897K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 53.33% |
N/A
|
46
$3.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
376K+ 76.82% |
N/A
|
864K
$74.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
865+ 35.09% |
N/A
|
3.33K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
N/A
|
29
$2.51K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
118+ 22.22% |
N/A
|
649
$56.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60- 1.47% |
N/A
|
4.04K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20K+ 41.23% |
N/A
|
68.7K
$5.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.49K+ 6.04% |
N/A
|
61.2K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
171K+ 249.85% |
N/A
|
239K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
SELL
|
- |
-120K- 10.21% |
N/A
|
1.06M
$91.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.3K+ 356.19% |
N/A
|
31.1K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.16K+ 3.14% |
N/A
|
70.8K
$6.14M
|