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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$94.7K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.09K+ 271.25% |
N/A
|
1.49K
$129K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 8.48% |
N/A
|
13.6K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 21.45% |
N/A
|
5.81K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$88.6K
|
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
1K+ 5.0% |
N/A
|
21K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 24.01% |
N/A
|
5.17K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
989+ 4.18% |
N/A
|
24.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
982+ 39.33% |
N/A
|
3.48K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
979+ 9.13% |
N/A
|
11.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
960+ 1.32% |
N/A
|
73.5K
$6.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
951+ 153.39% |
N/A
|
1.57K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
915+ 4.04% |
N/A
|
23.6K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
897+ 74.32% |
N/A
|
2.1K
$182K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
865+ 35.09% |
N/A
|
3.33K
$289K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
854+ 33.09% |
N/A
|
3.44K
$298K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
840+ 5.57% |
N/A
|
15.9K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
832+ 14.17% |
N/A
|
6.71K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
829+ 33.73% |
N/A
|
3.29K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
828+ 5.42% |
N/A
|
16.1K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
828+ 22.42% |
N/A
|
4.52K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
827+ 38.88% |
N/A
|
2.95K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
820New |
N/A
|
820
$71.1K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
816+ 166.19% |
N/A
|
1.31K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
800+ 13.47% |
N/A
|
6.74K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
780+ 5.02% |
N/A
|
16.3K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
779+ 7.03% |
N/A
|
11.9K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
725+ 906.25% |
N/A
|
805
$69.8K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
724+ 2.21% |
N/A
|
33.5K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
719+ 1.18% |
N/A
|
61.7K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
705New |
N/A
|
705
$61.1K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
703+ 30.33% |
N/A
|
3.02K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
679+ 7.63% |
N/A
|
9.58K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
675+ 18.47% |
N/A
|
4.33K
$375K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
675+ 26.79% |
N/A
|
3.2K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
669+ 24.14% |
N/A
|
3.44K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
667+ 174.15% |
N/A
|
1.05K
$91K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
658New |
N/A
|
658
$57K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
650+ 0.47% |
N/A
|
138K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
628+ 16.94% |
N/A
|
4.34K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
624New |
N/A
|
624
$54.1K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
620+ 34.89% |
N/A
|
2.4K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
602+ 6.84% |
N/A
|
9.4K
$815K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
600+ 26.17% |
N/A
|
2.89K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
600New |
N/A
|
600
$52K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
598+ 17.35% |
N/A
|
4.05K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
579+ 12.5% |
N/A
|
5.21K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
577+ 37.94% |
N/A
|
2.1K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
565+ 5.22% |
N/A
|
11.4K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
556+ 10.74% |
N/A
|
5.73K
$497K
|