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 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$151K - $366K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
403K+ 173.87% |
$4.05M - $9.83M
|
635K
$55M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17K+ 648.5% |
$21.8K - $52.8K
|
2.5K
$217K
|
|
May 13, 2022
Q1 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-43.1K- 99.98% |
$433K - $1.05M
|
10
$867
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.83K+ 17.37% |
$28.4K - $68.9K
|
19.1K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-10.4KClosed |
$104K - $253K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 0.67% |
$15.1K - $36.6K
|
226K
$19.5M
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-4.21KClosed |
$42.3K - $103K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
10.2KNew |
$103K - $250K
|
10.2K
$888K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.4KClosed |
$114K - $278K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368Closed |
$3.7K - $8.97K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.7MClosed |
$118M - $285M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2KClosed |
$20.1K - $48.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$392 - $951
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-20.8KClosed |
$210K - $508K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1KNew |
$10.1K - $24.4K
|
1K
$86.7K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18Closed |
$181 - $439
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-339KClosed |
$3.41M - $8.26M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.9KClosed |
$140K - $339K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
CALL |
100KNew |
$1.01M - $2.44M
|
100K
$8.67M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.46K- 11.74% |
$14.7K - $35.6K
|
11K
$952K
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-28.2KClosed |
$284K - $688K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-29.7KClosed |
$299K - $725K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35Closed |
$352 - $853
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26Closed |
$261 - $634
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-155Closed |
$1.56K - $3.78K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-184Closed |
$1.85K - $4.49K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-172KClosed |
$1.73M - $4.19M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.81K- 26.05% |
$18.1K - $44K
|
5.12K
$444K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.1KClosed |
$101K - $245K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-9.76KClosed |
$98.1K - $238K
|
0
$0
|
|
Q4 2021 | |||||||
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.1KNew |
$329K - $418K
|
15.1K
$1.31M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.53KClosed |
$54.9K - $69.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-59.8KClosed |
$1.3M - $1.65M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-36.1KClosed |
$785K - $999K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-141KClosed |
$3.06M - $3.89M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.4KClosed |
$465K - $592K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.1KClosed |
$219K - $278K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$217K - $276K
|
10K
$867K
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-15.5KClosed |
$337K - $428K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-131Closed |
$2.84K - $3.62K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44.4KClosed |
$964K - $1.23M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-70.7KClosed |
$1.53M - $1.95M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-200Closed |
$4.34K - $5.53K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$23.6K - $28.6K
|
1K
$86.7K
|
|
Nov 16, 2021
Q3 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-55KClosed |
$1.3M - $1.57M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
19.8KNew |
$465K - $565K
|
19.8K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-158KClosed |
$3.72M - $4.51M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$118 - $143
|
5
$433
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-440KClosed |
$10.4M - $12.6M
|
0
$0
|