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 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.48K+ 17.6% |
N/A
|
16.6K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
56.5KNew |
N/A
|
56.5K
$4.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.18K+ 7.74% |
N/A
|
16.4K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
928+ 1572.88% |
N/A
|
987
$85.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.83K- 60.01% |
N/A
|
2.55K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.41KNew |
N/A
|
7.41K
$642K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-94- 20.17% |
N/A
|
372
$32.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20+ 1000.0% |
N/A
|
22
$1.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
719+ 6.83% |
N/A
|
11.3K
$975K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
17New |
N/A
|
17
$1.47K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.43K+ 17.85% |
N/A
|
42.5K
$3.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-124- 7.49% |
N/A
|
1.53K
$133K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 10.81% |
N/A
|
219K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-610- 10.46% |
N/A
|
5.22K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
834New |
N/A
|
834
$72.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-80- 0.74% |
N/A
|
10.7K
$925K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
21+ 0.89% |
N/A
|
2.37K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
75+ 2.56% |
N/A
|
3K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 30.67% |
N/A
|
213
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.54K- 47.62% |
N/A
|
1.7K
$147K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
2K+ 1.89% |
N/A
|
108K
$9.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.02K+ 397.76% |
N/A
|
3.78K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19+ 1.15% |
N/A
|
1.67K
$145K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 3.03% |
N/A
|
1.84K
$159K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
198+ 5.16% |
N/A
|
4.03K
$349K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
N/A
|
2
$173
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
44.9K+ 7.29% |
N/A
|
661K
$57.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
35New |
N/A
|
35
$3.03K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.6K+ 2.19% |
N/A
|
74.8K
$6.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-12.1K- 6.28% |
N/A
|
180K
$15.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-6.65K- 5.74% |
N/A
|
109K
$9.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.9K+ 22.73% |
N/A
|
59K
$5.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.18% |
N/A
|
137K
$11.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-211- 8.65% |
N/A
|
2.23K
$193K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 22.62% |
N/A
|
15.9K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
20+ 0.52% |
N/A
|
3.85K
$334K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-557- 14.51% |
N/A
|
3.28K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
514+ 13.38% |
N/A
|
4.36K
$377K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40+ 0.39% |
N/A
|
10.3K
$896K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
108+ 0.67% |
N/A
|
16.3K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 60.61% |
N/A
|
325
$28.2K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$115K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
3.23K+ 2.33% |
N/A
|
142K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
75+ 394.74% |
N/A
|
94
$8.15K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21- 0.6% |
N/A
|
3.5K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
5.37KNew |
N/A
|
5.37K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-222K- 27.5% |
N/A
|
586K
$50.8M
|
|