Latest Institutional Purchases of Vertiv Holdings CO (VRT)
This list provides information on the latest institutional transactions involving Vertiv Holdings CO (VRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$201K - $201K
|
2.32K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.28KNew |
$197K - $197K
|
2.28K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.26KNew |
$196K - $196K
|
2.26K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.25K+ 7.1% |
$195K - $195K
|
34K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.24KNew |
$194K - $194K
|
2.24K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.23KNew |
$194K - $194K
|
2.23K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.21K+ 2.21% |
$191K - $191K
|
102K
$8.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.2KNew |
$191K - $191K
|
2.2K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.2K+ 74.27% |
$190K - $190K
|
5.16K
$447K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.19K+ 6.5% |
$190K - $190K
|
35.9K
$3.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.15KNew |
$186K - $186K
|
2.15K
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$186K - $186K
|
2.15K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.15KNew |
$186K - $186K
|
2.15K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.13KNew |
$184K - $184K
|
2.13K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.11KNew |
$183K - $183K
|
2.11K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1KNew |
$182K - $182K
|
2.1K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07KNew |
$180K - $180K
|
2.07K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.07K+ 3.28% |
$179K - $179K
|
65.1K
$5.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.06K+ 71.25% |
$179K - $179K
|
4.96K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.06KNew |
$179K - $179K
|
2.06K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$179K - $179K
|
2.06K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.04KNew |
$176K - $176K
|
2.04K
$176K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.03KNew |
$176K - $176K
|
2.03K
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.03KNew |
$176K - $176K
|
2.03K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.02KNew |
$175K - $175K
|
2.02K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
2K+ 4.65% |
$173K - $173K
|
45K
$3.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.98K+ 13.98% |
$172K - $172K
|
16.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 34.7% |
$168K - $168K
|
7.53K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 42.23% |
$159K - $159K
|
6.16K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.78K+ 531.74% |
$154K - $154K
|
2.11K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.74KNew |
$151K - $151K
|
1.74K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 130.54% |
$147K - $147K
|
3K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 11.45% |
$145K - $145K
|
16.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.63K+ 384.63% |
$141K - $141K
|
2.05K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.61KNew |
$140K - $140K
|
1.61K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.59K+ 55.16% |
$138K - $138K
|
4.47K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 41.1% |
$130K - $130K
|
5.15K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45K+ 7.66% |
$126K - $126K
|
20.4K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$124K - $124K
|
1.43K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$120K - $120K
|
1.38K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 53.34% |
$120K - $120K
|
3.97K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33K+ 53.13% |
$115K - $115K
|
3.84K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.31K+ 47.22% |
$114K - $114K
|
4.08K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.29K+ 43.36% |
$112K - $112K
|
4.28K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.28K+ 24.18% |
$111K - $111K
|
6.55K
$568K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.25K+ 1.67% |
$108K - $108K
|
76.1K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 2.21% |
$108K - $108K
|
57.8K
$5.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.24K+ 322.08% |
$107K - $107K
|
1.63K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 56.24% |
$106K - $106K
|
3.39K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.19K+ 29.77% |
$103K - $103K
|
5.17K
$448K
|