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 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20- 14.81% |
N/A
|
115
$9.97K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-161- 2.34% |
N/A
|
6.72K
$583K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.5K+ 18.5% |
N/A
|
375K
$32.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
135+ 6.01% |
N/A
|
2.38K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31- 0.11% |
N/A
|
28.7K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
90New |
N/A
|
90
$7.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
N/A
|
276
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
151New |
N/A
|
151
$13.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 1.81% |
N/A
|
20.3K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$921K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.1K+ 98.5% |
N/A
|
54.5K
$4.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-914- 17.74% |
N/A
|
4.24K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
91+ 3.33% |
N/A
|
2.82K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-6.12K- 2.94% |
N/A
|
202K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$149K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-278- 8.9% |
N/A
|
2.85K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.15K+ 4.34% |
N/A
|
51.7K
$4.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.46KNew |
N/A
|
7.46K
$647K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.44K+ 1.98% |
N/A
|
74.4K
$6.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.13K- 23.57% |
N/A
|
10.1K
$879K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
190+ 0.62% |
N/A
|
30.7K
$2.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 9.8% |
N/A
|
112
$9.71K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.42% |
N/A
|
4.69K
$406K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.61K+ 10.24% |
N/A
|
38.9K
$3.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.53K- 74.27% |
N/A
|
1.22K
$106K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$451K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-464- 17.85% |
N/A
|
2.14K
$185K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.59% |
N/A
|
2.55K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36.5KNew |
N/A
|
36.5K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.01K+ 1174.42% |
N/A
|
1.1K
$95K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13New |
N/A
|
13
$1.13K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-66- 0.45% |
N/A
|
14.5K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$136K
|
|
|
Oct 16, 2025
Q3 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$130K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$180K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
248+ 1.34% |
N/A
|
18.8K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
261+ 1.61% |
N/A
|
16.5K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.39K+ 5.93% |
N/A
|
24.8K
$2.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-630- 2.75% |
N/A
|
22.3K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
67+ 1.28% |
N/A
|
5.32K
$461K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
114+ 5.43% |
N/A
|
2.21K
$192K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
18.6K+ 20.02% |
N/A
|
111K
$9.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
CALL |
-16.4K- 56.75% |
N/A
|
12.5K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
40+ 1.35% |
N/A
|
3.01K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-260K- 30.93% |
N/A
|
581K
$50.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
162+ 7.75% |
N/A
|
2.25K
$195K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-263- 4.31% |
N/A
|
5.84K
$506K
|
|