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 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.58KNew |
$570K - $570K
|
6.58K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
29.1KNew |
$2.52M - $2.52M
|
29.1K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 2.77% |
$2.34K - $2.34K
|
1K
$86.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Quaero Capital S.A.
|
BUY
|
- |
4.15K+ 27.23% |
$359K - $359K
|
19.4K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 0.86% |
$9.71K - $9.71K
|
13.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.81K- 68.16% |
$504K - $504K
|
2.72K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.02K+ 41.47% |
$262K - $262K
|
10.3K
$894K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
133New |
$11.5K - $11.5K
|
133
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
984+ 15.01% |
$85.3K - $85.3K
|
7.54K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.57KNew |
$223K - $223K
|
2.57K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 26.92% |
$607 - $607
|
33
$2.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
53New |
$4.59K - $4.59K
|
53
$4.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
85.5K+ 709.05% |
$7.41M - $7.41M
|
97.5K
$8.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65New |
$5.63K - $5.63K
|
65
$5.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
166KNew |
$14.4M - $14.4M
|
166K
$14.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.34K+ 20.24% |
$636K - $636K
|
43.6K
$3.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.1K+ 44.81% |
$95.3K - $95.3K
|
3.56K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
366New |
$31.7K - $31.7K
|
366
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-3.48K- 56.11% |
$301K - $301K
|
2.72K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.06K+ 71.25% |
$179K - $179K
|
4.96K
$430K
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
38.9KNew |
$3.37M - $3.37M
|
38.9K
$3.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.65KNew |
$230K - $230K
|
2.65K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-46.4K- 91.0% |
$4.02M - $4.02M
|
4.59K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 29.15% |
$20.7K - $20.7K
|
1.06K
$91.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
20.2K+ 678.45% |
$1.75M - $1.75M
|
23.1K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 0.66% |
$17.3K - $17.3K
|
30K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.43K+ 12.75% |
$644K - $644K
|
65.7K
$5.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$86.7 - $86.7
|
1
$86.7
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.08K+ 27.56% |
$354K - $354K
|
18.9K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
668+ 91.01% |
$57.9K - $57.9K
|
1.4K
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$867 - $867
|
10
$867
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
27K+ 245.45% |
$2.34M - $2.34M
|
38K
$3.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-37.8K- 98.79% |
$3.28M - $3.28M
|
463
$40.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9.06KNew |
$785K - $785K
|
9.06K
$785K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.59KNew |
$397K - $397K
|
4.59K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.38KNew |
$379K - $379K
|
4.38K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.7KNew |
$1.19M - $1.19M
|
13.7K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-43.1K- 43.48% |
$3.73M - $3.73M
|
56K
$4.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-199- 56.7% |
$17.2K - $17.2K
|
152
$13.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
137+ 0.92% |
$11.9K - $11.9K
|
15K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
253K+ 314.93% |
$21.9M - $21.9M
|
334K
$28.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
47New |
$4.07K - $4.07K
|
47
$4.07K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.58KNew |
$224K - $224K
|
2.58K
$224K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
156+ 12.09% |
$13.5K - $13.5K
|
1.45K
$125K
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
39.2K+ 6.27% |
$2.94M - $4.16M
|
664K
$57.5M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
10K+ 130.21% |
$750K - $1.06M
|
17.7K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-745- 57.04% |
$55.9K - $79.1K
|
561
$48.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
231+ 1.72% |
$17.3K - $24.5K
|
13.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
54.5KNew |
$4.09M - $5.79M
|
54.5K
$4.73M
|
|