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 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
400New |
N/A
|
400
$34.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.09% |
N/A
|
2.15K
$186K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
17K+ 201.51% |
N/A
|
25.4K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
83+ 95.4% |
N/A
|
170
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
N/A
|
10
$867
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
60+ 0.3% |
N/A
|
20.4K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
N/A
|
26.3K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-310- 5.82% |
N/A
|
5.02K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
87+ 4.05% |
N/A
|
2.23K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 0.42% |
N/A
|
5.26K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.19K+ 59.24% |
N/A
|
11.3K
$975K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
6.7K+ 67.0% |
N/A
|
16.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 37.67% |
N/A
|
519
$45K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
212+ 10.29% |
N/A
|
2.27K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$159K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$585K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
201+ 6.59% |
N/A
|
3.25K
$282K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 83.33% |
N/A
|
33
$2.86K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
160New |
N/A
|
160
$13.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
37.1KNew |
N/A
|
37.1K
$3.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 2.36% |
N/A
|
20.7K
$1.79M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.52K+ 30.35% |
$131K - $131K
|
6.51K
$564K
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-787- 15.78% |
$68.2K - $68.2K
|
4.2K
$364K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.4KClosed |
$208K - $208K
|
0
$0
|
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-40KClosed |
$3.47M - $3.47M
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
88.4KNew |
$7.66M - $7.66M
|
88.4K
$7.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
64.9KNew |
$5.62M - $5.62M
|
64.9K
$5.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
924New |
$80.1K - $80.1K
|
924
$80.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-12.5K- 99.98% |
$1.09M - $1.09M
|
3
$260
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
1.27M+ 215.64% |
$110M - $110M
|
1.86M
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-76.3K- 36.46% |
$6.61M - $6.61M
|
133K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113+ 3.33% |
$9.79K - $9.79K
|
3.51K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
19.3K+ 6658.62% |
$1.67M - $1.67M
|
19.6K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
55K+ 122.22% |
$4.77M - $4.77M
|
100K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
423KNew |
$36.6M - $36.6M
|
423K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$120K - $120K
|
1.38K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
700New |
$60.7K - $60.7K
|
700
$60.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
9.34K+ 84.91% |
$809K - $809K
|
20.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-2.85K- 2.21% |
$247K - $247K
|
126K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
130KNew |
$11.3M - $11.3M
|
130K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-71- 0.35% |
$6.15K - $6.15K
|
20.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
32.4KNew |
$2.81M - $2.81M
|
32.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Viking Global Investors LP
|
BUY
|
- |
2.12M+ 307.93% |
$184M - $184M
|
2.81M
$244M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 65.13% |
$1.1M - $1.1M
|
32.2K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
72KNew |
$6.24M - $6.24M
|
72K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
648+ 4.01% |
$56.2K - $56.2K
|
16.8K
$1.46M
|
|