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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
496+ 24.3% |
N/A
|
2.54K
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.65K+ 21.38% |
N/A
|
26.4K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.99K+ 195.1% |
N/A
|
4.52K
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12New |
N/A
|
12
$1.04K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 50.0% |
N/A
|
50
$4.33K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.79K- 11.64% |
N/A
|
21.2K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.3K+ 7.52% |
N/A
|
32.9K
$2.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
39New |
N/A
|
39
$3.38K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100+ 13.33% |
N/A
|
850
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.53K+ 124.56% |
N/A
|
9.97K
$864K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-154- 1.73% |
N/A
|
8.76K
$759K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 8.16% |
N/A
|
53
$4.59K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
282+ 5.86% |
N/A
|
5.09K
$441K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.29K+ 23.5% |
N/A
|
17.3K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
948+ 10533.33% |
N/A
|
957
$82.9K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-119- 9.99% |
N/A
|
1.07K
$92.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4K+ 5.45% |
N/A
|
143K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
14+ 27.45% |
N/A
|
65
$5.63K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
678+ 1.28% |
N/A
|
53.6K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.14K+ 21.91% |
N/A
|
6.33K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
4.13K+ 110.08% |
N/A
|
7.88K
$683K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.62K+ 213.33% |
N/A
|
5.31K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$140K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.74K- 66.05% |
N/A
|
2.44K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-400- 6.78% |
N/A
|
5.5K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.9K+ 50.65% |
N/A
|
11.6K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-78- 0.71% |
N/A
|
10.8K
$939K
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
BUY
|
- |
7.04K+ 538.64% |
N/A
|
8.35K
$723K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
55+ 1.85% |
N/A
|
3.02K
$262K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
579New |
N/A
|
579
$50.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 7.96% |
N/A
|
27K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
348+ 4.04% |
N/A
|
8.97K
$777K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
162New |
N/A
|
162
$14K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$129K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.94K- 2.09% |
N/A
|
137K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
34+ 1.36% |
N/A
|
2.53K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 0.81% |
N/A
|
264K
$22.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-70- 17.5% |
N/A
|
330
$28.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
88New |
N/A
|
88
$7.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.79K+ 92.72% |
N/A
|
12K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
357+ 2.12% |
N/A
|
17.2K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
6.35K+ 2.31% |
N/A
|
281K
$24.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30.4K- 3.87% |
N/A
|
756K
$65.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-50- 1.7% |
N/A
|
2.89K
$251K
|
|