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 22, 2024
Q3 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-160K- 65.54% |
$13.8M - $13.8M
|
83.9K
$7.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.07K+ 3.28% |
$179K - $179K
|
65.1K
$5.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.81KNew |
$243K - $243K
|
2.81K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
14.7KNew |
$1.27M - $1.27M
|
14.7K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.23K- 5.88% |
$106K - $106K
|
19.6K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-250- 3.62% |
$21.7K - $21.7K
|
6.65K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.88KNew |
$597K - $597K
|
6.88K
$597K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.72K- 53.04% |
$496K - $496K
|
5.07K
$439K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.28KNew |
$197K - $197K
|
2.28K
$197K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.03KNew |
$176K - $176K
|
2.03K
$176K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
8.58K+ 7.23% |
$743K - $743K
|
127K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
957+ 17.06% |
$82.9K - $82.9K
|
6.57K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 42.23% |
$159K - $159K
|
6.16K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 905.08% |
$231K - $231K
|
2.97K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172KNew |
$14.9M - $14.9M
|
172K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
16K+ 55.25% |
$1.39M - $1.39M
|
45K
$3.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.6KNew |
$916K - $916K
|
10.6K
$916K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
165+ 3.58% |
$14.3K - $14.3K
|
4.77K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$124K - $124K
|
1.43K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 4.38% |
$4.42K - $4.42K
|
1.22K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.4K+ 26.52% |
$2.21M - $2.21M
|
121K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.4K+ 15.0% |
$7.06M - $7.06M
|
624K
$54.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 5.36% |
$260 - $260
|
53
$4.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.2K- 18.78% |
$4.09M - $4.09M
|
204K
$17.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.23K+ 27.93% |
$366K - $366K
|
19.4K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.2K- 4.91% |
$6.17M - $6.17M
|
1.38M
$119M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-252- 5.91% |
$21.8K - $21.8K
|
4.02K
$348K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
21+ 0.13% |
$1.82K - $1.82K
|
16.1K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23.6K+ 79.05% |
$2.04M - $2.04M
|
53.4K
$4.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
116+ 362.5% |
$10.1K - $10.1K
|
148
$12.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
9.8K+ 188.46% |
$849K - $849K
|
15K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
2.4KNew |
$208K - $208K
|
2.4K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.87% |
$780 - $780
|
1.04K
$90.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.61K+ 360.14% |
$226K - $226K
|
3.34K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63KNew |
$228K - $228K
|
2.63K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 25.17% |
$147K - $147K
|
5.03K
$436K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16.8KNew |
$1.45M - $1.45M
|
16.8K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.32K+ 8.65% |
$374K - $374K
|
54.2K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
385K+ 180.77% |
$33.4M - $33.4M
|
598K
$51.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
12.8K+ 23.32% |
$1.11M - $1.11M
|
67.7K
$5.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.52KNew |
$392K - $392K
|
4.52K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
135+ 293.48% |
$11.7K - $11.7K
|
181
$15.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-11- 34.38% |
$953 - $953
|
21
$1.82K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$173 - $173
|
2
$173
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 11.11% |
$13K - $13K
|
1.5K
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
834+ 4.29% |
$72.3K - $72.3K
|
20.3K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.05K+ 78.22% |
$611K - $611K
|
16.1K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.5K+ 627.18% |
$1.17M - $1.17M
|
15.6K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.5KNew |
$1.87M - $1.87M
|
21.5K
$1.87M
|