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 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34+ 1.63% |
N/A
|
2.12K
$184K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
41KNew |
N/A
|
41K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2KNew |
N/A
|
2K
$173K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
9.67KNew |
N/A
|
9.67K
$838K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-86- 1.62% |
N/A
|
5.23K
$453K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.35K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.64KNew |
N/A
|
2.64K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$142K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.65K- 10.25% |
N/A
|
49.5K
$4.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$116K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$131K
|
|
|
Nov 07, 2025
Q3 2025
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
26.7K+ 8.59% |
N/A
|
338K
$29.3M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.49KNew |
N/A
|
3.49K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Crystal Rock Capital Management
|
SELL
|
- |
-4.23K- 4.53% |
N/A
|
89K
$7.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 11.93% |
N/A
|
19K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.13K+ 6.12% |
N/A
|
54.3K
$4.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$132K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 5.62% |
N/A
|
41.6K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.02K- 1.44% |
N/A
|
69.6K
$6.03M
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
120+ 4.71% |
N/A
|
2.67K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$115K
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-196K- 55.93% |
N/A
|
154K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.27K+ 35.67% |
N/A
|
4.83K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-433- 9.83% |
N/A
|
3.97K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Foresight Group LTD Liability Partnership
London, X0 |
SELL
|
- |
-1.27K- 20.42% |
N/A
|
4.96K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 200.0% |
N/A
|
18
$1.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-200- 7.16% |
N/A
|
2.59K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-400- 8.89% |
N/A
|
4.1K
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
446K+ 94.36% |
N/A
|
918K
$79.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.26K+ 13.65% |
N/A
|
18.8K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-43.5K- 26.99% |
N/A
|
118K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.17K- 1.87% |
N/A
|
481K
$41.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
626+ 27.22% |
N/A
|
2.93K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63K+ 68.23% |
N/A
|
6.48K
$561K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 63.08% |
N/A
|
24
$2.08K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-710- 2.48% |
N/A
|
27.9K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.6K+ 14.66% |
N/A
|
12.5K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
421+ 0.95% |
N/A
|
44.7K
$3.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
169+ 2.27% |
N/A
|
7.6K
$659K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.71KNew |
N/A
|
1.71K
$148K
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.46% |
N/A
|
1.74K
$150K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 6.15% |
N/A
|
69
$5.98K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
803+ 32.16% |
N/A
|
3.3K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-262- 6.04% |
N/A
|
4.07K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- -0.0% |
N/A
|
72.1K
$6.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.44K- 49.31% |
N/A
|
7.65K
$663K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
52KNew |
N/A
|
52K
$4.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
691+ 832.53% |
N/A
|
774
$67.1K
|
|