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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
698+ 13.79% |
$52.4K - $74.1K
|
5.76K
$499K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
652+ 16.24% |
$48.9K - $69.2K
|
4.67K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
569+ 357.86% |
$42.7K - $60.4K
|
728
$63.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
539+ 1197.78% |
$40.4K - $57.2K
|
584
$50.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$37.5K - $53.1K
|
500
$43.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
423New |
$31.7K - $44.9K
|
423
$36.7K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
420+ 5.05% |
$31.5K - $44.6K
|
8.74K
$757K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
310+ 124.0% |
$23.3K - $32.9K
|
560
$48.5K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
$22.5K - $31.9K
|
300
$26K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
259New |
$19.4K - $27.5K
|
259
$22.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
233+ 1.21% |
$17.5K - $24.7K
|
19.4K
$1.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
231+ 1.72% |
$17.3K - $24.5K
|
13.7K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
202New |
$15.2K - $21.4K
|
202
$17.5K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$15K - $21.2K
|
200
$17.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
142New |
$10.7K - $15.1K
|
142
$12.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
115New |
$8.63K - $12.2K
|
115
$9.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
CALL |
100New |
$7.5K - $10.6K
|
100
$8.67K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98New |
$7.35K - $10.4K
|
98
$8.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
82New |
$6.15K - $8.71K
|
82
$7.11K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
75+ 535.71% |
$5.63K - $7.96K
|
89
$7.71K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$5.03K - $7.11K
|
67
$5.81K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
52New |
$3.9K - $5.52K
|
52
$4.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$2.25K - $3.19K
|
30
$2.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
26New |
$1.95K - $2.76K
|
26
$2.25K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 14.78% |
$1.28K - $1.8K
|
132
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15New |
$1.13K - $1.59K
|
15
$1.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$750 - $1.06K
|
10
$867
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9New |
$675 - $956
|
9
$780
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
8+ 0.29% |
$600 - $849
|
2.75K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 40.0% |
$600 - $849
|
28
$2.43K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$450 - $637
|
6
$520
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4New |
$300 - $425
|
4
$347
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2New |
$150 - $212
|
2
$173
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
2.25M+ 3044.44% |
$102M - $186M
|
2.32M
$201M
|
|
|
May 15, 2024
Q1 2024
|
Alua Capital Management LP
New York, NY |
BUY
|
- |
1.34MNew |
$61.1M - $111M
|
1.34M
$116M
|
|
|
May 15, 2024
Q1 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
1.26MNew |
$57.6M - $105M
|
1.26M
$110M
|
|
|
May 14, 2024
Q1 2024
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
898KNew |
$40.9M - $74.3M
|
898K
$77.8M
|
|
|
May 14, 2024
Q1 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
432K+ 1301.61% |
$19.7M - $35.7M
|
465K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
225KNew |
$10.2M - $18.6M
|
225K
$19.5M
|
|
|
May 07, 2024
Q1 2024
|
Monolith Management LTD
Hong Kong, K3 |
BUY
|
- |
211KNew |
$9.59M - $17.4M
|
211K
$18.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
179KNew |
$8.15M - $14.8M
|
179K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
122KNew |
$5.57M - $10.1M
|
122K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
110KNew |
$5.01M - $9.09M
|
110K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
63KNew |
$2.87M - $5.21M
|
63K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46K+ 115.0% |
$2.1M - $3.8M
|
86K
$7.45M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.78M - $3.23M
|
39.1K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
38.2KNew |
$1.74M - $3.16M
|
38.2K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
35KNew |
$1.59M - $2.89M
|
35K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
30.4K+ 155.9% |
$1.39M - $2.51M
|
49.9K
$4.32M
|
|