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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
11.2KNew |
N/A
|
11.2K
$971K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.4K- 4.73% |
N/A
|
653K
$56.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 30.32% |
N/A
|
5.68K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-848- 2.42% |
N/A
|
34.2K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-38.8K- 29.22% |
N/A
|
94.1K
$8.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
144+ 8.69% |
N/A
|
1.8K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
N/A
|
300
$26K
|
|
|
Nov 12, 2025
Q3 2025
|
Talos Asset Management LP
New York, NY |
BUY
|
- |
82.2KNew |
N/A
|
82.2K
$7.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-678- 88.05% |
N/A
|
92
$7.97K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
823K+ 23.17% |
N/A
|
4.38M
$379M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
220New |
N/A
|
220
$19.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
102+ 27.79% |
N/A
|
469
$40.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
673+ 8.59% |
N/A
|
8.51K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-21- 10.19% |
N/A
|
185
$16K
|
|
|
Nov 12, 2025
Q3 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.77K- 12.53% |
N/A
|
12.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
195+ 10.02% |
N/A
|
2.14K
$186K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.08% |
N/A
|
2.51K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
203New |
N/A
|
203
$17.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.06K+ 7.0% |
N/A
|
46.7K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.6K+ 1.88% |
N/A
|
86.7K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.6K+ 298.16% |
N/A
|
18.2K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 0.98% |
N/A
|
4.35K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.17K- 21.02% |
N/A
|
11.9K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
117K+ 23.82% |
N/A
|
606K
$52.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-941K- 30.13% |
N/A
|
2.18M
$189M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
67+ 1.92% |
N/A
|
3.56K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1K+ 25.0% |
N/A
|
5K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.92K- 51.15% |
N/A
|
4.7K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
455+ 18.53% |
N/A
|
2.91K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-952- 36.2% |
N/A
|
1.68K
$145K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
43KNew |
N/A
|
43K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$117K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
809+ 0.83% |
N/A
|
98.1K
$8.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
500+ 3.84% |
N/A
|
13.5K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
590+ 14.21% |
N/A
|
4.74K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.62K- 3.46% |
N/A
|
45.3K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.72K+ 42.15% |
N/A
|
5.79K
$502K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-800- 6.4% |
N/A
|
11.7K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.09M+ 147.95% |
N/A
|
1.83M
$158M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 187.81% |
N/A
|
10.6K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
978+ 30.83% |
N/A
|
4.15K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.54K- 2.92% |
N/A
|
84.6K
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.41K- 5.83% |
N/A
|
38.9K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6.21K- 28.03% |
N/A
|
15.9K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
12.9K+ 16.4% |
N/A
|
91.6K
$7.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.66K+ 126.89% |
N/A
|
10.1K
$878K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
107New |
N/A
|
107
$9.27K
|
|
|
Nov 10, 2025
Q3 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
2.63K+ 39.2% |
N/A
|
9.34K
$809K
|
|