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 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-310- 5.82% |
N/A
|
5.02K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
87+ 4.05% |
N/A
|
2.23K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.71K+ 35.38% |
N/A
|
21.9K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 0.42% |
N/A
|
5.26K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
87.7K+ 156.87% |
N/A
|
144K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.19K+ 59.24% |
N/A
|
11.3K
$975K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
121+ 16.9% |
N/A
|
837
$72.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-191- 1.47% |
N/A
|
12.8K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
6.7K+ 67.0% |
N/A
|
16.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
N/A
|
1
$86.7
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 37.67% |
N/A
|
519
$45K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.42KNew |
N/A
|
2.42K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
212+ 10.29% |
N/A
|
2.27K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.26K- 50.06% |
N/A
|
1.26K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
117+ 1.07% |
N/A
|
11.1K
$962K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.79K+ 28.2% |
N/A
|
8.14K
$705K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 23.19% |
N/A
|
16.6K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$159K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.07K- 9.05% |
N/A
|
20.8K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-15.3K- 30.47% |
N/A
|
34.8K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
36KNew |
N/A
|
36K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
183+ 8.78% |
N/A
|
2.27K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 32.35% |
N/A
|
23
$1.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
30+ 0.58% |
N/A
|
5.19K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
910+ 5.35% |
N/A
|
17.9K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
226+ 4.39% |
N/A
|
5.38K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
N/A
|
300
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-202- 57.71% |
N/A
|
148
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-592- 8.14% |
N/A
|
6.69K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.96KNew |
N/A
|
5.96K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
N/A
|
9
$780
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
8.57KNew |
N/A
|
8.57K
$743K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
498+ 108.73% |
N/A
|
956
$82.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
564+ 1.89% |
N/A
|
30.5K
$2.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 7.83% |
N/A
|
124
$10.7K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-142K- 97.52% |
N/A
|
3.61K
$313K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
201+ 6.59% |
N/A
|
3.25K
$282K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.24K+ 56.47% |
N/A
|
3.45K
$299K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 83.33% |
N/A
|
33
$2.86K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
160New |
N/A
|
160
$13.9K
|