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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26Closed |
$261 - $634
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-155Closed |
$1.56K - $3.78K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-184Closed |
$1.85K - $4.49K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-172KClosed |
$1.73M - $4.19M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.81K- 26.05% |
$18.1K - $44K
|
5.12K
$444K
|
|
| Q4 2021 | |||||||
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.1KNew |
$329K - $418K
|
15.1K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.53KClosed |
$54.9K - $69.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-59.8KClosed |
$1.3M - $1.65M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-36.1KClosed |
$785K - $999K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-141KClosed |
$3.06M - $3.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.4KClosed |
$465K - $592K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$217K - $276K
|
10K
$867K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-15.5KClosed |
$337K - $428K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-131Closed |
$2.84K - $3.62K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-44.4KClosed |
$964K - $1.23M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-70.7KClosed |
$1.53M - $1.95M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-200Closed |
$4.34K - $5.53K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$23.6K - $28.6K
|
1K
$86.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-55KClosed |
$1.3M - $1.57M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
19.8KNew |
$465K - $565K
|
19.8K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-158KClosed |
$3.72M - $4.51M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$118 - $143
|
5
$433
|
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-440KClosed |
$10.4M - $12.6M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-19.8KClosed |
$465K - $565K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-8.03KClosed |
$189K - $229K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-168- 33.4% |
$3.52K - $4.59K
|
335
$29K
|
|
|
Aug 16, 2021
Q2 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-318KClosed |
$6.68M - $8.69M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-712KClosed |
$14.9M - $19.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-100K- 78.05% |
$2.1M - $2.73M
|
28.1K
$2.44M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-255KClosed |
$5.35M - $6.96M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-124KClosed |
$2.6M - $3.38M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-45.4KClosed |
$952K - $1.24M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-46.8KClosed |
$982K - $1.28M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$4.19K - $5.46K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
245+ 82.49% |
$5.14K - $6.69K
|
542
$47K
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-35KClosed |
$734K - $956K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20.8K+ 20.5% |
$375K - $450K
|
122K
$10.6M
|
|
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.3KNew |
$312K - $374K
|
17.3K
$1.5M
|
|
|
May 17, 2021
Q1 2021
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-44.6KClosed |
$806K - $968K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-12KClosed |
$217K - $260K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-475KClosed |
$8.58M - $10.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-1.17MClosed |
$21.2M - $25.4M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-110KClosed |
$1.98M - $2.38M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-45Closed |
$813 - $977
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-42Closed |
$759 - $911
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Sciencast Management LP
|
SELL
|
- |
-61.1KClosed |
$1.1M - $1.33M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-12KClosed |
$217K - $260K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15Closed |
$271 - $326
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-107Closed |
$1.93K - $2.32K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
65KNew |
$1.09M - $1.29M
|
65K
$5.63M
|
|