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 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.42KNew |
N/A
|
2.42K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-6.77K- 39.96% |
N/A
|
10.2K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
20New |
N/A
|
20
$1.73K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.81KNew |
N/A
|
1.81K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7New |
N/A
|
7
$607
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
152+ 6.53% |
N/A
|
2.48K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4K- 17.62% |
N/A
|
18.7K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
SELL
|
- |
-33K- 35.48% |
N/A
|
60K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
155+ 2.77% |
N/A
|
5.75K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-29K- 92.29% |
N/A
|
2.42K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
414+ 17.6% |
N/A
|
2.77K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
200New |
N/A
|
200
$17.3K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
299+ 14.27% |
N/A
|
2.39K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
168KNew |
N/A
|
168K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30New |
N/A
|
30
$2.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-51.4K- 65.86% |
N/A
|
26.6K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.6K- 37.21% |
N/A
|
2.7K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
153+ 5.25% |
N/A
|
3.07K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
81New |
N/A
|
81
$7.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-204- 14.88% |
N/A
|
1.17K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 1.05% |
N/A
|
46.7K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4KNew |
N/A
|
4K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.48K+ 104.62% |
N/A
|
14.6K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 14.03% |
N/A
|
17.8K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
32.9KNew |
N/A
|
32.9K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
50New |
N/A
|
50
$4.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
700New |
N/A
|
700
$60.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
7.82KNew |
N/A
|
7.82K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 4.99% |
N/A
|
1.01K
$87.5K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
SELL
|
- |
-14K- 93.33% |
N/A
|
1K
$86.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-35.3K- 31.53% |
N/A
|
76.7K
$6.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-21.8K- 36.97% |
N/A
|
37.2K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
949+ 40.76% |
N/A
|
3.28K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-478- 18.34% |
N/A
|
2.13K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54+ 101.89% |
N/A
|
107
$9.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
225New |
N/A
|
225
$19.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 40.0% |
N/A
|
300
$26K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.2K+ 35.19% |
N/A
|
43K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.4K+ 17.33% |
N/A
|
16.3K
$1.41M
|