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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.1K- 4.27% |
N/A
|
24.6K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 4.99% |
N/A
|
1.01K
$87.5K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
1.95KNew |
N/A
|
1.95K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
SELL
|
- |
-14K- 93.33% |
N/A
|
1K
$86.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-107- 16.77% |
N/A
|
531
$46K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
500+ 9.19% |
N/A
|
5.94K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.13K+ 71.1% |
N/A
|
5.13K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.44K- 19.08% |
N/A
|
6.1K
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 37.11% |
N/A
|
133
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
N/A
|
17
$1.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 50.0% |
N/A
|
30
$2.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-35.3K- 31.53% |
N/A
|
76.7K
$6.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-21.8K- 36.97% |
N/A
|
37.2K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
949+ 40.76% |
N/A
|
3.28K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
138+ 4.38% |
N/A
|
3.29K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-15.9K- 6.09% |
N/A
|
245K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-44- 1.18% |
N/A
|
3.68K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26.9KNew |
N/A
|
26.9K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.79KNew |
N/A
|
6.79K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.72K- 26.24% |
N/A
|
4.84K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-478- 18.34% |
N/A
|
2.13K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-503K- 36.53% |
N/A
|
874K
$75.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54+ 101.89% |
N/A
|
107
$9.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11.1K+ 54.2% |
N/A
|
31.6K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
56+ 93.33% |
N/A
|
116
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-99- 8.51% |
N/A
|
1.06K
$92.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-347- 10.89% |
N/A
|
2.84K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
219+ 6.77% |
N/A
|
3.46K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-964- 0.99% |
N/A
|
96.6K
$8.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.72K+ 18.97% |
N/A
|
10.8K
$934K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
37.7K+ 70.56% |
N/A
|
91.1K
$7.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.95K- 1.05% |
N/A
|
841K
$72.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
4K+ 147.0% |
N/A
|
6.72K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-7.3K- 25.09% |
N/A
|
21.8K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.94KNew |
N/A
|
3.94K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
225New |
N/A
|
225
$19.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-441K- 73.78% |
N/A
|
157K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.22K+ 60.73% |
N/A
|
5.87K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.95K+ 24.56% |
N/A
|
20K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
420+ 11.05% |
N/A
|
4.22K
$366K
|