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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
517+ 20.86% |
N/A
|
3K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.92K+ 42.18% |
N/A
|
6.46K
$560K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-956- 29.86% |
N/A
|
2.25K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 50.14% |
N/A
|
1.74K
$151K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.44K+ 15.82% |
N/A
|
25.2K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-61- 1.62% |
N/A
|
3.69K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-101- 9.67% |
N/A
|
944
$81.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
155+ 4.38% |
N/A
|
3.69K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
7.71K+ 313.72% |
N/A
|
10.2K
$881K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1K+ 60.41% |
N/A
|
5.58K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-97- 0.81% |
N/A
|
11.9K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1+ 0.02% |
N/A
|
4.32K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54New |
N/A
|
54
$4.68K
|
|
|
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
|
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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.88% |
N/A
|
2.15K
$186K
|
|