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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
587+ 232.94% |
$50.9K - $50.9K
|
839
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
570+ 1.84% |
$49.4K - $49.4K
|
31.5K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
567+ 1.37% |
$49.1K - $49.1K
|
41.8K
$3.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
520+ 45.14% |
$45.1K - $45.1K
|
1.67K
$145K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
459+ 8.94% |
$39.8K - $39.8K
|
5.6K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
458+ 241.05% |
$39.7K - $39.7K
|
648
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
456+ 4.45% |
$39.5K - $39.5K
|
10.7K
$927K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
456+ 11.6% |
$39.5K - $39.5K
|
4.39K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
440+ 24.97% |
$38.1K - $38.1K
|
2.2K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
435+ 13.59% |
$37.7K - $37.7K
|
3.64K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424+ 18.85% |
$36.7K - $36.7K
|
2.67K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
419+ 6.19% |
$36.3K - $36.3K
|
7.19K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
409+ 0.96% |
$35.4K - $35.4K
|
42.9K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
400+ 1.53% |
$34.7K - $34.7K
|
26.5K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
397+ 13.88% |
$34.4K - $34.4K
|
3.26K
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
394+ 36.25% |
$34.1K - $34.1K
|
1.48K
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
366New |
$31.7K - $31.7K
|
366
$31.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
355+ 147.3% |
$30.8K - $30.8K
|
596
$51.6K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
351+ 2340.0% |
$30.4K - $30.4K
|
366
$31.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347+ 10.72% |
$30.1K - $30.1K
|
3.59K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
344+ 1.16% |
$29.8K - $29.8K
|
30.1K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
337+ 6.15% |
$29.2K - $29.2K
|
5.82K
$504K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
335+ 6.49% |
$29K - $29K
|
5.5K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
330+ 1650.0% |
$28.6K - $28.6K
|
350
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
310+ 11.18% |
$26.9K - $26.9K
|
3.08K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
301New |
$26.1K - $26.1K
|
301
$26.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$26K - $26K
|
300
$26K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
295+ 7.85% |
$25.6K - $25.6K
|
4.05K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
270+ 81.33% |
$23.4K - $23.4K
|
602
$52.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 29.15% |
$20.7K - $20.7K
|
1.06K
$91.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
230+ 5.81% |
$19.9K - $19.9K
|
4.19K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
223+ 2.43% |
$19.3K - $19.3K
|
9.41K
$816K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
217+ 96.44% |
$18.8K - $18.8K
|
442
$38.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
213New |
$18.5K - $18.5K
|
213
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 200.0% |
$17.3K - $17.3K
|
300
$26K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.51% |
$17.3K - $17.3K
|
39.2K
$3.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
200+ 28.57% |
$17.3K - $17.3K
|
900
$78K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
198+ 4.65% |
$17.2K - $17.2K
|
4.45K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
197+ 2.69% |
$17.1K - $17.1K
|
7.53K
$653K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
184+ 2.99% |
$15.9K - $15.9K
|
6.34K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
168New |
$14.6K - $14.6K
|
168
$14.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
165+ 3.58% |
$14.3K - $14.3K
|
4.77K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 8.82% |
$14.2K - $14.2K
|
2.02K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
161+ 6.7% |
$14K - $14K
|
2.57K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
156+ 5.58% |
$13.5K - $13.5K
|
2.95K
$256K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
156+ 12.09% |
$13.5K - $13.5K
|
1.45K
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 11.11% |
$13K - $13K
|
1.5K
$130K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
148+ 10.53% |
$12.8K - $12.8K
|
1.55K
$135K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
137+ 0.92% |
$11.9K - $11.9K
|
15K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
135+ 293.48% |
$11.7K - $11.7K
|
181
$15.7K
|