Latest Institutional Transactions on Vertiv Holdings CO (VRT)
This table provides information on the latest institutional transactions involving Vertiv Holdings CO (VRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
17.9K+ 46.04% |
N/A
|
56.8K
$4.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 32.05% |
N/A
|
6.77K
$586K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102New |
N/A
|
102
$8.84K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1.31K+ 63.09% |
N/A
|
3.39K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
41+ 0.24% |
N/A
|
17K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.59KNew |
N/A
|
8.59K
$745K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.2K+ 227.53% |
N/A
|
17.5K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-349- 9.38% |
N/A
|
3.37K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
600+ 27.1% |
N/A
|
2.81K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-76- 5.39% |
N/A
|
1.33K
$116K
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-7K- 21.21% |
N/A
|
26K
$2.25M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.05K+ 10.16% |
N/A
|
11.4K
$985K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
156+ 624.0% |
N/A
|
181
$15.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
126K+ 356.63% |
N/A
|
161K
$14M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
71.4K+ 4624.5% |
N/A
|
72.9K
$6.32M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 9.09% |
N/A
|
24
$2.08K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.97M- 85.71% |
N/A
|
328K
$28.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-51- 1.35% |
N/A
|
3.73K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
373+ 4.94% |
N/A
|
7.92K
$687K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.2K+ 28.75% |
N/A
|
158K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
151+ 7.54% |
N/A
|
2.15K
$187K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-53- 37.86% |
N/A
|
87
$7.54K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
92+ 15.86% |
N/A
|
672
$58.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
219+ 109.5% |
N/A
|
419
$36.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-490- 4.62% |
N/A
|
10.1K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.55% |
N/A
|
1.09K
$94.6K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
43+ 22.16% |
N/A
|
237
$20.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.57K- 15.49% |
N/A
|
35.9K
$3.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$115K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 19.98% |
N/A
|
7.53K
$653K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 650.0% |
N/A
|
30
$2.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.7K- 37.04% |
N/A
|
2.9K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.31K+ 66.81% |
N/A
|
8.26K
$716K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.29KNew |
N/A
|
2.29K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
157+ 5.96% |
N/A
|
2.79K
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
333+ 5.65% |
N/A
|
6.22K
$539K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$123K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 3.03% |
N/A
|
34
$2.95K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 33.74% |
N/A
|
8.83K
$765K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 4.19% |
N/A
|
11.4K
$990K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 5.13% |
N/A
|
999
$86.6K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.68K- 40.26% |
N/A
|
8.43K
$730K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
564+ 16.87% |
N/A
|
3.91K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
908+ 57.72% |
N/A
|
2.48K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-534- 18.88% |
N/A
|
2.3K
$199K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.84K+ 3.14% |
N/A
|
60.4K
$5.23M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-879- 10.03% |
N/A
|
7.88K
$683K
|
|