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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.8K+ 36.4% |
N/A
|
25.5K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
8.82KNew |
N/A
|
8.82K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.6K- 37.21% |
N/A
|
2.7K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
141+ 1.32% |
N/A
|
10.8K
$940K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.68K+ 4.01% |
N/A
|
95.4K
$8.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-7.2K- 1.44% |
N/A
|
491K
$42.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
111+ 61.33% |
N/A
|
292
$25.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
153+ 5.25% |
N/A
|
3.07K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-295- 6.28% |
N/A
|
4.4K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-153- 3.08% |
N/A
|
4.81K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
81New |
N/A
|
81
$7.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
162KNew |
N/A
|
162K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.56K- 1.16% |
N/A
|
132K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-321- 3.0% |
N/A
|
10.4K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-204- 14.88% |
N/A
|
1.17K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 1.05% |
N/A
|
46.7K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 92.02% |
N/A
|
313
$27.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
22.5K+ 51.2% |
N/A
|
66.6K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.82K+ 13.51% |
N/A
|
15.3K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
265+ 5.86% |
N/A
|
4.78K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.24K- 23.68% |
N/A
|
29.8K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4KNew |
N/A
|
4K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.35K- 3.07% |
N/A
|
137K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.58K+ 683.86% |
N/A
|
5.24K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-85.1K- 18.09% |
N/A
|
385K
$33.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-6.58K- 28.94% |
N/A
|
16.2K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11.9K- 5.8% |
N/A
|
193K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
N/A
|
8
$693
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.48K+ 104.62% |
N/A
|
14.6K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 14.03% |
N/A
|
17.8K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.36K- 15.36% |
N/A
|
51.6K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
32.3K+ 378.46% |
N/A
|
40.9K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
20.4K+ 133.46% |
N/A
|
35.6K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
32.9KNew |
N/A
|
32.9K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-387- 0.3% |
N/A
|
128K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
50New |
N/A
|
50
$4.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
700New |
N/A
|
700
$60.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.31K- 69.12% |
N/A
|
1.48K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-9.84K- 31.45% |
N/A
|
21.4K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
7.82KNew |
N/A
|
7.82K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Quaero Capital S.A.
|
BUY
|
- |
961+ 4.96% |
N/A
|
20.3K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
269+ 4.15% |
N/A
|
6.75K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
200+ 35.71% |
N/A
|
760
$65.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.66K- 1.37% |
N/A
|
478K
$41.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
199+ 2211.11% |
N/A
|
208
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
82+ 71.3% |
N/A
|
197
$17.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
734+ 2.42% |
N/A
|
31.1K
$2.69M
|