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 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
8.19KNew |
N/A
|
8.19K
$710K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.05K+ 25.13% |
N/A
|
40.1K
$3.47M
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8K+ 800.0% |
N/A
|
9K
$780K
|
|
May 14, 2025
Q1 2025
|
Westport Asset Management Inc
Southport, CT |
BUY
|
- |
8KNew |
N/A
|
8K
$693K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
8KNew |
N/A
|
8K
$693K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.99K+ 69.53% |
N/A
|
19.5K
$1.69M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 18.57% |
N/A
|
50.7K
$4.39M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.9K+ 69.52% |
N/A
|
19.3K
$1.67M
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
7.86K+ 547.6% |
N/A
|
9.29K
$805K
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.79KNew |
N/A
|
7.79K
$675K
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
7.73K+ 12.39% |
N/A
|
70.1K
$6.08M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.64KNew |
N/A
|
7.64K
$662K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$659K
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
7.6K+ 34.86% |
N/A
|
29.4K
$2.55M
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.49KNew |
N/A
|
7.49K
$649K
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.3KNew |
N/A
|
7.3K
$633K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.29K+ 113.47% |
N/A
|
13.7K
$1.19M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$631K
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7.25K+ 15.79% |
N/A
|
53.1K
$4.61M
|
|
May 15, 2025
Q1 2025
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
7.21K+ 34.04% |
N/A
|
28.4K
$2.46M
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
7.2KNew |
N/A
|
7.2K
$624K
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.18KNew |
N/A
|
7.18K
$622K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.14K+ 39.24% |
N/A
|
25.3K
$2.2M
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
7.14K+ 88.06% |
N/A
|
15.2K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$614K
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
7.07K+ 241.53% |
N/A
|
10K
$867K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.06K+ 15.15% |
N/A
|
53.7K
$4.65M
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
7.06KNew |
N/A
|
7.06K
$612K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.06K+ 14.43% |
N/A
|
56K
$4.85M
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.02K+ 47.48% |
N/A
|
21.8K
$1.89M
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
7.02KNew |
N/A
|
7.02K
$609K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.99K+ 10.47% |
N/A
|
73.7K
$6.39M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
6.98K+ 36.69% |
N/A
|
26K
$2.25M
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
6.85KNew |
N/A
|
6.85K
$594K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$592K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.81K+ 35.98% |
N/A
|
25.7K
$2.23M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.8K+ 43.91% |
N/A
|
22.3K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.79KNew |
N/A
|
6.79K
$589K
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$588K
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.73KNew |
N/A
|
6.73K
$583K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$570K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.57K+ 260.74% |
N/A
|
9.09K
$787K
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.56K+ 15.07% |
N/A
|
50.1K
$4.34M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
6.56K+ 33.55% |
N/A
|
26.1K
$2.26M
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.5K+ 6.49% |
N/A
|
107K
$9.25M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.44K+ 11.61% |
N/A
|
62K
$5.37M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.4KNew |
N/A
|
6.4K
$554K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.33K+ 102.71% |
N/A
|
12.5K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.29K+ 92.95% |
N/A
|
13K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.28K+ 16.68% |
N/A
|
43.9K
$3.81M
|