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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
37.6KNew |
$309K - $548K
|
37.6K
$3.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-32.3KClosed |
$265K - $470K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-661- 6.51% |
$5.43K - $9.64K
|
9.5K
$823K
|
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-10.2KClosed |
$83.4K - $148K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-54.8KClosed |
$450K - $799K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-95.7KClosed |
$786K - $1.39M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.75KNew |
$71.9K - $128K
|
8.75K
$758K
|
|
|
Aug 02, 2022
Q2 2022
|
Lapides Asset Management, LLC
|
BUY
|
- |
8.5K+ 5.67% |
$69.9K - $124K
|
158K
$13.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10KClosed |
$82.2K - $146K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
44.6KNew |
$367K - $651K
|
44.6K
$3.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-148Closed |
$1.22K - $2.16K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-600- 1.76% |
$4.93K - $8.75K
|
33.5K
$2.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-73Closed |
$600 - $1.06K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$16.4 - $29.2
|
2
$173
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-495Closed |
$4.07K - $7.22K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-972Closed |
$9.77K - $23.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.51MClosed |
$15.2M - $36.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.03KClosed |
$10.4K - $25.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$151K - $366K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-43.1K- 99.98% |
$433K - $1.05M
|
10
$867
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.83K+ 17.37% |
$28.4K - $68.9K
|
19.1K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-10.4KClosed |
$104K - $253K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 0.67% |
$15.1K - $36.6K
|
226K
$19.5M
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
10.2KNew |
$103K - $250K
|
10.2K
$888K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-368Closed |
$3.7K - $8.97K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.7MClosed |
$118M - $285M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2KClosed |
$20.1K - $48.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$392 - $951
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1KNew |
$10.1K - $24.4K
|
1K
$86.7K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18Closed |
$181 - $439
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
CALL |
100KNew |
$1.01M - $2.44M
|
100K
$8.67M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.46K- 11.74% |
$14.7K - $35.6K
|
11K
$952K
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-28.2KClosed |
$284K - $688K
|
0
$0
|
|
|
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 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 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
|
|