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 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
325+ 13.0% |
N/A
|
2.83K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
300+ 60.0% |
N/A
|
800
$69.3K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
251+ 4.79% |
N/A
|
5.5K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
250+ 3.57% |
N/A
|
7.25K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238New |
N/A
|
238
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
206New |
N/A
|
206
$17.9K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
200+ 4.55% |
N/A
|
4.6K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
167+ 130.47% |
N/A
|
295
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
150New |
N/A
|
150
$13K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
140New |
N/A
|
140
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
105New |
N/A
|
105
$9.1K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
CALL |
100New |
N/A
|
100
$8.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100+ 15.38% |
N/A
|
750
$65K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
90+ 2.86% |
N/A
|
3.24K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84New |
N/A
|
84
$7.28K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
69New |
N/A
|
69
$5.98K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
65New |
N/A
|
65
$5.63K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
57+ 12.67% |
N/A
|
507
$43.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
51New |
N/A
|
51
$4.42K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50New |
N/A
|
50
$4.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.95% |
N/A
|
4.35K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
40New |
N/A
|
40
$3.47K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 307.69% |
N/A
|
53
$4.59K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
30+ 26.79% |
N/A
|
142
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 75.0% |
N/A
|
70
$6.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
N/A
|
29
$2.51K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
26New |
N/A
|
26
$2.25K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
24New |
N/A
|
24
$2.08K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.2% |
N/A
|
8.87K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
N/A
|
16
$1.39K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
14New |
N/A
|
14
$1.21K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 100.0% |
N/A
|
18
$1.56K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8+ 114.29% |
N/A
|
15
$1.3K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
N/A
|
8
$693
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
N/A
|
5
$433
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 2.27% |
N/A
|
135
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
N/A
|
2
$173
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Situational Awareness LP
San Francisco, CA |
BUY
|
- |
455KNew |
N/A
|
455K
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
250KNew |
N/A
|
250K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
168KNew |
N/A
|
168K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
167KNew |
N/A
|
167K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
128KNew |
N/A
|
128K
$11.1M
|
|