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 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.06K+ 4.83% |
N/A
|
23K
$1.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$121K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-703- 25.57% |
N/A
|
2.05K
$177K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
255+ 4.67% |
N/A
|
5.71K
$495K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9- 0.2% |
N/A
|
4.58K
$397K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7New |
N/A
|
7
$607
|
|
|
Nov 05, 2025
Q3 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
18.5K+ 11.6% |
N/A
|
178K
$15.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-560- 16.37% |
N/A
|
2.86K
$248K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.03K+ 104.61% |
N/A
|
15.7K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
467+ 46700.0% |
N/A
|
468
$40.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-500- 16.67% |
N/A
|
2.5K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
164+ 4.99% |
N/A
|
3.45K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 6.89% |
N/A
|
38.4K
$3.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 22.42% |
N/A
|
9.82K
$851K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
15.5K+ 105.42% |
N/A
|
30.2K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.23K+ 0.98% |
N/A
|
127K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
N/A
|
8
$693
|
|
|
Nov 05, 2025
Q3 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-21.6K- 25.38% |
N/A
|
63.4K
$5.49M
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
950+ 23.79% |
N/A
|
4.94K
$428K
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
770+ 180.33% |
N/A
|
1.2K
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
999+ 74.66% |
N/A
|
2.34K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2New |
N/A
|
2
$173
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.46K+ 272.68% |
N/A
|
8.83K
$765K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
280+ 4.38% |
N/A
|
6.67K
$578K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3+ 0.14% |
N/A
|
2.2K
$190K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-242- 9.51% |
N/A
|
2.3K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
6.93K+ 19.91% |
N/A
|
41.7K
$3.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.9K+ 65.19% |
N/A
|
4.81K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 7.62% |
N/A
|
3.05K
$264K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.39K- 5.66% |
N/A
|
56.5K
$4.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.16K- 10.23% |
N/A
|
19K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
322+ 6.61% |
N/A
|
5.2K
$450K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-58- 12.83% |
N/A
|
394
$34.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-346- 4.23% |
N/A
|
7.84K
$680K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
157+ 3.68% |
N/A
|
4.43K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.38K+ 38.76% |
N/A
|
4.93K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1K+ 7.84% |
N/A
|
15.1K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-4.29K- 5.99% |
N/A
|
67.3K
$5.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-100- 4.3% |
N/A
|
2.23K
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 42.11% |
N/A
|
54
$4.68K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 149.73% |
N/A
|
22.9K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
30.8K+ 22.11% |
N/A
|
170K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.65K- 43.29% |
N/A
|
3.47K
$301K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.3K- 84.34% |
N/A
|
2.84K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
N/A
|
1.96K
$170K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.25K- 26.91% |
N/A
|
14.3K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
30+ 0.89% |
N/A
|
3.41K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
266+ 10.33% |
N/A
|
2.84K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.8K+ 28.18% |
N/A
|
149K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.05K+ 80.8% |
N/A
|
2.35K
$204K
|
|