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 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5K+ 34.0% |
N/A
|
19.7K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
4.65K+ 65.96% |
N/A
|
11.7K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.64KNew |
N/A
|
4.64K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.71K+ 82.39% |
N/A
|
8.22K
$713K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
3.6K+ 35.64% |
N/A
|
13.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.4KNew |
N/A
|
3.4K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Harbor Advisors LLC
|
BUY
|
- |
3K+ 150.0% |
N/A
|
5K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
3KNew |
N/A
|
3K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.87KNew |
N/A
|
2.87K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.45K+ 23.13% |
N/A
|
13K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.29K+ 21.53% |
N/A
|
12.9K
$1.12M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1.6KNew |
N/A
|
1.6K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 725.0% |
N/A
|
1.65K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.42K+ 56.48% |
N/A
|
3.94K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.4KNew |
N/A
|
1.4K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.36K+ 19.15% |
N/A
|
8.47K
$734K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
1.3K+ 2.81% |
N/A
|
47.4K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.28K+ 9.71% |
N/A
|
14.5K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.22K+ 64.97% |
N/A
|
3.09K
$267K
|
|
|
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 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
829+ 33.73% |
N/A
|
3.29K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
820New |
N/A
|
820
$71.1K
|
|
|
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
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
624New |
N/A
|
624
$54.1K
|
|
|
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 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
554New |
N/A
|
554
$48K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
535+ 1.3% |
N/A
|
41.6K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
500+ 20.0% |
N/A
|
3K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
496+ 19.22% |
N/A
|
3.08K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
494+ 7.88% |
N/A
|
6.76K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
492New |
N/A
|
492
$42.6K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
408+ 5.3% |
N/A
|
8.11K
$703K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
403+ 18.6% |
N/A
|
2.57K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400+ 1.11% |
N/A
|
36.4K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
367New |
N/A
|
367
$31.8K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
335New |
N/A
|
335
$29K
|