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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 0.77% |
N/A
|
13.8K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
103+ 1.52% |
N/A
|
6.89K
$597K
|
|
|
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 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
92New |
N/A
|
92
$7.97K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
86+ 1.27% |
N/A
|
6.83K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84New |
N/A
|
84
$7.28K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
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
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
41+ 0.95% |
N/A
|
4.35K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 307.69% |
N/A
|
53
$4.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
40New |
N/A
|
40
$3.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
39+ 260.0% |
N/A
|
54
$4.68K
|
|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 13.2% |
N/A
|
223
$19.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
N/A
|
25
$2.17K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
24New |
N/A
|
24
$2.08K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
N/A
|
23
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.39% |
N/A
|
5.15K
$446K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 25.97% |
N/A
|
97
$8.41K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.2% |
N/A
|
8.87K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18New |
N/A
|
18
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 13.79% |
N/A
|
132
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 53.33% |
N/A
|
46
$3.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16New |
N/A
|
16
$1.39K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
N/A
|
16
$1.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
N/A
|
15
$1.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.47% |
N/A
|
759
$65.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 2.87% |
N/A
|
358
$31K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 100.0% |
N/A
|
18
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
N/A
|
8
$693
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.2% |
N/A
|
3.6K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6+ 1.1% |
N/A
|
552
$47.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.41% |
N/A
|
1.48K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
N/A
|
6
$520
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
N/A
|
5
$433
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
N/A
|
5
$433
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
N/A
|
4
$347
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 3.01% |
N/A
|
137
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
4New |
N/A
|
4
$347
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
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
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 3.95% |
N/A
|
79
$6.85K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 40.0% |
N/A
|
7
$607
|