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 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-561- 14.66% |
$48.6K - $48.6K
|
3.27K
$283K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 20.82% |
$21.7K - $21.7K
|
951
$82.4K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.14K- 8.99% |
$272K - $272K
|
31.8K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.9M - $1.9M
|
21.9K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 20.62% |
$92.2K - $92.2K
|
4.1K
$355K
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
107K+ 231.78% |
$9.24M - $9.24M
|
153K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.21KNew |
$452K - $452K
|
5.21K
$452K
|
|
Nov 12, 2024
Q3 2024
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-119K- 56.24% |
$10.3M - $10.3M
|
92.9K
$8.05M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-972- 23.57% |
$84.2K - $84.2K
|
3.15K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92KNew |
$339K - $339K
|
3.92K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-3.09K- 21.9% |
$267K - $267K
|
11K
$953K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
54KNew |
$4.68M - $4.68M
|
54K
$4.68M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$693 - $693
|
8
$693
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.92KNew |
$339K - $339K
|
3.92K
$339K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.17K+ 38.28% |
$708K - $708K
|
29.5K
$2.56M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.74KNew |
$757K - $757K
|
8.74K
$757K
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$78K - $78K
|
900
$78K
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
66.8KNew |
$5.79M - $5.79M
|
66.8K
$5.79M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
217+ 96.44% |
$18.8K - $18.8K
|
442
$38.3K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-67- 0.34% |
$5.81K - $5.81K
|
19.8K
$1.72M
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
100KNew |
$8.67M - $8.67M
|
100K
$8.67M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
1.1K+ 183.33% |
$95.3K - $95.3K
|
1.7K
$147K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
213New |
$18.5K - $18.5K
|
213
$18.5K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 20.0% |
$86.7 - $86.7
|
6
$520
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
4.46KNew |
$387K - $387K
|
4.46K
$387K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 13.8% |
$26K - $26K
|
1.87K
$162K
|
|
Nov 05, 2024
Q3 2024
|
Freemont Management S.A.
|
BUY
|
- |
21.2K+ 100.0% |
$1.84M - $1.84M
|
42.4K
$3.67M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-207- 97.18% |
$17.9K - $17.9K
|
6
$520
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.02KNew |
$175K - $175K
|
2.02K
$175K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-177- 16.65% |
$15.3K - $15.3K
|
886
$76.8K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
52New |
$4.51K - $4.51K
|
52
$4.51K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$1.04K - $1.04K
|
12
$1.04K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11K+ 34.79% |
$957K - $957K
|
42.8K
$3.71M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01KNew |
$87.9K - $87.9K
|
1.01K
$87.9K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
49.1K+ 9.64% |
$4.25M - $4.25M
|
558K
$48.4M
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-3.49K- 46.47% |
$302K - $302K
|
4.02K
$348K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-413- 15.38% |
$35.8K - $35.8K
|
2.27K
$197K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
100+ 8.33% |
$8.67K - $8.67K
|
1.3K
$113K
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 41.1% |
$130K - $130K
|
5.15K
$446K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$416K - $416K
|
4.8K
$416K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.2KNew |
$191K - $191K
|
2.2K
$191K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
10.9KNew |
$947K - $947K
|
10.9K
$947K
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-540- 21.01% |
$46.8K - $46.8K
|
2.03K
$176K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.13KNew |
$184K - $184K
|
2.13K
$184K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
920New |
$79.7K - $79.7K
|
920
$79.7K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-709- 2.03% |
$61.4K - $61.4K
|
34.3K
$2.97M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
127New |
$11K - $11K
|
127
$11K
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.91K- 15.58% |
$252K - $252K
|
15.8K
$1.37M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
83New |
$7.19K - $7.19K
|
83
$7.19K
|