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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
750+ 11.02% |
N/A
|
7.56K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
722+ 21.05% |
N/A
|
4.15K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
706+ 4.59% |
N/A
|
16.1K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
704+ 8.32% |
N/A
|
9.17K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
700New |
N/A
|
700
$60.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700New |
N/A
|
700
$60.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
695+ 4.31% |
N/A
|
16.8K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
684+ 22.69% |
N/A
|
3.7K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
661+ 8.29% |
N/A
|
8.64K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
639+ 21.55% |
N/A
|
3.6K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
627+ 12.05% |
N/A
|
5.83K
$505K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
626+ 18.52% |
N/A
|
4.01K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
623+ 147.63% |
N/A
|
1.05K
$90.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
615+ 8.88% |
N/A
|
7.54K
$654K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
607+ 2.32% |
N/A
|
26.7K
$2.32M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
605+ 57.62% |
N/A
|
1.66K
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
603New |
N/A
|
603
$52.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
595New |
N/A
|
595
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
586+ 8.45% |
N/A
|
7.52K
$651K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
581+ 20.24% |
N/A
|
3.45K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
579New |
N/A
|
579
$50.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
564+ 1566.67% |
N/A
|
600
$52K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
560+ 5.96% |
N/A
|
9.96K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
558+ 10.84% |
N/A
|
5.71K
$494K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
556+ 1.35% |
N/A
|
41.7K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
533+ 32.66% |
N/A
|
2.17K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
521+ 15.17% |
N/A
|
3.96K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
517+ 29.78% |
N/A
|
2.25K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
511+ 5.79% |
N/A
|
9.34K
$810K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
506+ 13.88% |
N/A
|
4.15K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
500+ 14.16% |
N/A
|
4.03K
$349K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
499+ 10.89% |
N/A
|
5.08K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
485+ 5.53% |
N/A
|
9.26K
$803K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
452+ 4.48% |
N/A
|
10.5K
$913K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
452+ 10.79% |
N/A
|
4.64K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
450New |
N/A
|
450
$39K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
439+ 7.56% |
N/A
|
6.25K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
428+ 12.04% |
N/A
|
3.98K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
427New |
N/A
|
427
$37K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
425+ 1.0% |
N/A
|
43.1K
$3.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
423+ 36.18% |
N/A
|
1.59K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
393New |
N/A
|
393
$34.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
368New |
N/A
|
368
$31.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
364+ 4.7% |
N/A
|
8.11K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
353+ 10.47% |
N/A
|
3.72K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
351+ 13.81% |
N/A
|
2.89K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
350New |
N/A
|
350
$30.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
345+ 8.75% |
N/A
|
4.29K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
344+ 1.1% |
N/A
|
31.5K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
337+ 21.45% |
N/A
|
1.91K
$165K
|