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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
16KNew |
N/A
|
16K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-100- 4.17% |
N/A
|
2.3K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
527New |
N/A
|
527
$45.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.3KNew |
N/A
|
3.3K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 6.56% |
N/A
|
21.6K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
8.97KNew |
N/A
|
8.97K
$777K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 4.56% |
N/A
|
2.2K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.9KNew |
N/A
|
19.9K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
913+ 31.69% |
N/A
|
3.79K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
336+ 15.02% |
N/A
|
2.57K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
54+ 2.24% |
N/A
|
2.47K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
159New |
N/A
|
159
$13.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
159+ 9.87% |
N/A
|
1.77K
$153K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
320+ 3.15% |
N/A
|
10.5K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.18K- 23.82% |
N/A
|
16.6K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
N/A
|
14
$1.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
260New |
N/A
|
260
$22.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-204- 3.54% |
N/A
|
5.56K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
158+ 2.3% |
N/A
|
7.04K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.66% |
N/A
|
2.29K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9KNew |
N/A
|
9K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
150New |
N/A
|
150
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-75- 1.66% |
N/A
|
4.45K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
19.5K+ 34.81% |
N/A
|
75.4K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 1.06% |
N/A
|
7.45K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
500New |
N/A
|
500
$43.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-60.5K- 36.37% |
N/A
|
106K
$9.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.89KNew |
N/A
|
1.89K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.85K+ 43.33% |
N/A
|
9.43K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.18K- 25.81% |
N/A
|
3.4K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
667+ 19.18% |
N/A
|
4.15K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-750- 25.92% |
N/A
|
2.14K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
586New |
N/A
|
586
$50.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.65KNew |
N/A
|
2.65K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
290+ 96.67% |
N/A
|
590
$51.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.9K- 84.83% |
N/A
|
3.21K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-6.2K- 26.76% |
N/A
|
17K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
148+ 7.3% |
N/A
|
2.18K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-408- 7.85% |
N/A
|
4.79K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.95KNew |
N/A
|
2.95K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-427- 16.09% |
N/A
|
2.23K
$193K
|