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 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-811- 30.39% |
N/A
|
1.86K
$161K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-170K- 61.5% |
N/A
|
107K
$9.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4K+ 23.05% |
N/A
|
109K
$9.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
806+ 33.7% |
N/A
|
3.2K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.87K+ 37.77% |
N/A
|
14.1K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28+ 1.56% |
N/A
|
1.82K
$158K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-112K- 27.51% |
N/A
|
295K
$25.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$111K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
395+ 7.75% |
N/A
|
5.49K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
38.3KNew |
N/A
|
38.3K
$3.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-935- 37.21% |
N/A
|
1.58K
$137K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
675+ 1.94% |
N/A
|
35.4K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 11.11% |
N/A
|
500
$43.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-217- 6.36% |
N/A
|
3.2K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.54K- 52.53% |
N/A
|
6.82K
$591K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-34- 1.01% |
N/A
|
3.32K
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
17.7K+ 200.66% |
N/A
|
26.5K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.05% |
N/A
|
6.58K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.73K+ 180.87% |
N/A
|
7.34K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
SELL
|
- |
-15- 0.65% |
N/A
|
2.29K
$198K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 15.45% |
N/A
|
290
$25.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-221- 2.94% |
N/A
|
7.29K
$632K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
387+ 225.0% |
N/A
|
559
$48.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 25.92% |
N/A
|
17.6K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
119New |
N/A
|
119
$10.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.25K+ 15.33% |
N/A
|
16.9K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$156K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$120K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-93- 3.21% |
N/A
|
2.81K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Fcf Advisors LLC
|
BUY
|
- |
137KNew |
N/A
|
137K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
70+ 1.41% |
N/A
|
5.04K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-110K- 98.19% |
N/A
|
2.03K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
985+ 4.57% |
N/A
|
22.6K
$1.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-106- 2.45% |
N/A
|
4.23K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.88% |
N/A
|
2.15K
$186K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 0.54% |
N/A
|
2.02K
$175K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-69- 1.73% |
N/A
|
3.91K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
168+ 3.8% |
N/A
|
4.59K
$397K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.83K- 2.69% |
N/A
|
66.2K
$5.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2.25K+ 47.97% |
N/A
|
6.95K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.79KNew |
N/A
|
4.79K
$415K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
250+ 9.36% |
N/A
|
2.92K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
41.9K+ 53.81% |
N/A
|
120K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.86K+ 6.83% |
N/A
|
29.1K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-114- 54.81% |
N/A
|
94
$8.15K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$151K
|
|