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 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
|
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
|
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
|
Innova Wealth Partners
|
BUY
|
- |
10.9KNew |
$947K - $947K
|
10.9K
$947K
|
|
|
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 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
83New |
$7.19K - $7.19K
|
83
$7.19K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$1.91K - $1.91K
|
22
$1.91K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.31K+ 47.22% |
$114K - $114K
|
4.08K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$201K - $201K
|
2.32K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
230+ 5.81% |
$19.9K - $19.9K
|
4.19K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3KNew |
$260K - $260K
|
3K
$260K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74KNew |
$151K - $151K
|
1.74K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
102+ 204.0% |
$8.84K - $8.84K
|
152
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.94KNew |
$515K - $515K
|
5.94K
$515K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-55- 2.3% |
$4.77K - $4.77K
|
2.34K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.16KNew |
$794K - $794K
|
9.16K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
671New |
$58.1K - $58.1K
|
671
$58.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 905.08% |
$231K - $231K
|
2.97K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
16K+ 55.25% |
$1.39M - $1.39M
|
45K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.4K+ 15.0% |
$7.06M - $7.06M
|
624K
$54.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.2K- 18.78% |
$4.09M - $4.09M
|
204K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$173 - $173
|
2
$173
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
133New |
$11.5K - $11.5K
|
133
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 26.92% |
$607 - $607
|
33
$2.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
53New |
$4.59K - $4.59K
|
53
$4.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65New |
$5.63K - $5.63K
|
65
$5.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
366New |
$31.7K - $31.7K
|
366
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
38.9KNew |
$3.37M - $3.37M
|
38.9K
$3.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 0.66% |
$17.3K - $17.3K
|
30K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$86.7 - $86.7
|
1
$86.7
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$867 - $867
|
10
$867
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
27K+ 245.45% |
$2.34M - $2.34M
|
38K
$3.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.59KNew |
$397K - $397K
|
4.59K
$397K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
47New |
$4.07K - $4.07K
|
47
$4.07K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
156+ 12.09% |
$13.5K - $13.5K
|
1.45K
$125K
|
|
| Q2 2024 | |||||||
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
10K+ 130.21% |
$750K - $1.06M
|
17.7K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
54.5KNew |
$4.09M - $5.79M
|
54.5K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-773K- 50.52% |
$58M - $82.1M
|
757K
$65.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$180K - $255K
|
2.4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.53KNew |
$190K - $268K
|
2.53K
$219K
|
|