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 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
24.6K+ 6.91% |
N/A
|
381K
$33M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
631+ 15.7% |
N/A
|
4.65K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.4K+ 49.79% |
N/A
|
34.3K
$2.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4K- 28.88% |
N/A
|
9.84K
$853K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
783+ 5.26% |
N/A
|
15.7K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-130K- 5.48% |
N/A
|
2.25M
$195M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 0.99% |
N/A
|
2.44K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
50+ 45.45% |
N/A
|
160
$13.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
109+ 42.75% |
N/A
|
364
$31.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 4.76% |
N/A
|
22
$1.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
30K+ 274.94% |
N/A
|
40.9K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10.8K- 78.32% |
N/A
|
2.99K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 2.24% |
N/A
|
51K
$4.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Arnhold LLC
|
SELL
|
- |
-13.3K- 4.35% |
N/A
|
293K
$25.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14+ 0.08% |
N/A
|
17.3K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-100- 3.55% |
N/A
|
2.72K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 22.22% |
N/A
|
22
$1.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
136+ 2.26% |
N/A
|
6.15K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.25K+ 4.27% |
N/A
|
128K
$11.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.42M- 51.14% |
N/A
|
4.23M
$366M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
94+ 1.8% |
N/A
|
5.32K
$461K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 0.6% |
N/A
|
2.82K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-516- 32.58% |
N/A
|
1.07K
$92.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 7.83% |
N/A
|
942
$81.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
401+ 9.88% |
N/A
|
4.46K
$386K
|
|
|
Nov 07, 2025
Q3 2025
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
6.6K+ 6.8% |
N/A
|
104K
$8.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
826K+ 2.17% |
N/A
|
38.8M
$3.37B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.12% |
N/A
|
1.62K
$141K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.3K+ 7.52% |
N/A
|
32.9K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
518+ 2.15% |
N/A
|
24.6K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-457- 6.17% |
N/A
|
6.95K
$602K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.97K+ 8.43% |
N/A
|
115K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$182K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-249- 0.59% |
N/A
|
42.3K
$3.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
36+ 0.76% |
N/A
|
4.77K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-68.9K- 49.12% |
N/A
|
71.3K
$6.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
18.2K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
88+ 0.45% |
N/A
|
19.4K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
876+ 50.11% |
N/A
|
2.62K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.05KNew |
N/A
|
1.05K
$90.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.55K- 11.28% |
N/A
|
12.2K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 3.62% |
N/A
|
3.09K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.22K- 6.53% |
N/A
|
17.4K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-26- 0.64% |
N/A
|
4.06K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.2KNew |
N/A
|
38.2K
$3.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
283+ 12.57% |
N/A
|
2.54K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
25.7K+ 62.95% |
N/A
|
66.5K
$5.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-1.56K- 38.78% |
N/A
|
2.47K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.84K+ 192.26% |
N/A
|
7.36K
$638K
|
|