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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
522KNew |
$4.33M - $7.06M
|
522K
$45.2M
|
|
Nov 07, 2022
Q3 2022
|
Broadcrest Asset Management, LLC
Winter Park, FL |
BUY
|
- |
100K+ 6.67% |
$829K - $1.35M
|
1.6M
$139M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.5K+ 12.66% |
$12.4K - $20.3K
|
13.4K
$1.16M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1.39K+ 22.87% |
$11.5K - $18.7K
|
7.44K
$645K
|
|
Oct 28, 2022
Q3 2022
|
Garnet Equity Capital Holdings, Inc.
|
SELL
|
- |
-113K- 48.5% |
$937K - $1.53M
|
120K
$10.4M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
114New |
$945 - $1.54K
|
114
$9.88K
|
|
Oct 24, 2022
Q3 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
220KNew |
$1.82M - $2.97M
|
220K
$19.1M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-522- 1.2% |
$4.33K - $7.06K
|
43K
$3.73M
|
|
Q2 2022 | |||||||
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-268KClosed |
$2.2M - $3.9M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.15% |
$123 - $219
|
10K
$867K
|
|
Aug 15, 2022
Q2 2022
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-79.4K- 31.42% |
$653K - $1.16M
|
173K
$15M
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-425KClosed |
$3.49M - $6.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-875Closed |
$7.19K - $12.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-63.2KClosed |
$520K - $921K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.29MClosed |
$10.6M - $18.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Saya Management LP
New York, NY |
SELL
|
- |
-784KClosed |
$6.45M - $11.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Western Standard LLC
Los Angeles, CA |
BUY
|
- |
100KNew |
$822K - $1.46M
|
100K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.25K+ 21.21% |
$34.9K - $61.9K
|
24.3K
$2.1M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$82.2K - $146K
|
10K
$867K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.39KClosed |
$36.1K - $64K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-50.4K- 44.72% |
$414K - $735K
|
62.3K
$5.4M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
37.6KNew |
$309K - $548K
|
37.6K
$3.26M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-32.3KClosed |
$265K - $470K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-661- 6.51% |
$5.43K - $9.64K
|
9.5K
$823K
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.41MClosed |
$11.6M - $20.5M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-10.2KClosed |
$83.4K - $148K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-54.8KClosed |
$450K - $799K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-95.7KClosed |
$786K - $1.39M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.6KNew |
$87.3K - $155K
|
10.6K
$920K
|
|
Aug 03, 2022
Q2 2022
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-9.27MClosed |
$76.2M - $135M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.75KNew |
$71.9K - $128K
|
8.75K
$758K
|
|
Aug 02, 2022
Q2 2022
|
Lapides Asset Management, LLC
|
BUY
|
- |
8.5K+ 5.67% |
$69.9K - $124K
|
158K
$13.7M
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
37New |
$304 - $539
|
37
$3.21K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-76- 98.7% |
$625 - $1.11K
|
1
$86.7
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10KClosed |
$82.2K - $146K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-1.15KClosed |
$9.41K - $16.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
44.6KNew |
$367K - $651K
|
44.6K
$3.87M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-148Closed |
$1.22K - $2.16K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-600- 1.76% |
$4.93K - $8.75K
|
33.5K
$2.91M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-85Closed |
$699 - $1.24K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-14.6KClosed |
$120K - $213K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-73Closed |
$600 - $1.06K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$16.4 - $29.2
|
2
$173
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-495Closed |
$4.07K - $7.22K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-105Closed |
$1.06K - $2.56K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-972Closed |
$9.77K - $23.7K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
800+ 4.08% |
$8.04K - $19.5K
|
20.4K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
197KNew |
$1.98M - $4.81M
|
197K
$17.1M
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.51MClosed |
$15.2M - $36.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.03KClosed |
$10.4K - $25.1K
|
0
$0
|