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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
995New |
N/A
|
995
$86.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
259+ 7.07% |
N/A
|
3.92K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
469+ 18.15% |
N/A
|
3.05K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-200K- 57.14% |
N/A
|
150K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5K- 18.07% |
N/A
|
6.8K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Situational Awareness LP
San Francisco, CA |
BUY
|
- |
455KNew |
N/A
|
455K
$39.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21New |
N/A
|
21
$1.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
90K+ 300.0% |
N/A
|
120K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.21KNew |
N/A
|
2.21K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
45.6KNew |
N/A
|
45.6K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
N/A
|
1.39K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
41+ 1.24% |
N/A
|
3.35K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-5.72K- 6.32% |
N/A
|
84.7K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
15New |
N/A
|
15
$1.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.12K- 9.98% |
N/A
|
10.1K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.43K- 26.15% |
N/A
|
9.67K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
N/A
|
11
$953
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.44K+ 70.87% |
N/A
|
3.48K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
119+ 2.22% |
N/A
|
5.48K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-501- 6.37% |
N/A
|
7.36K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
25.2KNew |
N/A
|
25.2K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-16.6K- 50.46% |
N/A
|
16.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
537+ 23.0% |
N/A
|
2.87K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 0.9% |
N/A
|
2.59K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.64K- 17.45% |
N/A
|
7.77K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-6.46K- 13.37% |
N/A
|
41.8K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
N/A
|
100
$8.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-80.1K- 20.29% |
N/A
|
315K
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.77K+ 55.74% |
N/A
|
13.3K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$886K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
400New |
N/A
|
400
$34.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
56.5KNew |
N/A
|
56.5K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
35New |
N/A
|
35
$3.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
192+ 5.8% |
N/A
|
3.51K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.62KNew |
N/A
|
7.62K
$660K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.5K- 61.48% |
N/A
|
2.82K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
128KNew |
N/A
|
128K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-34.6K- 44.37% |
N/A
|
43.4K
$3.76M
|