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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-410- 7.87% |
N/A
|
4.8K
$416K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.89KNew |
N/A
|
1.89K
$164K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-27.6K- 16.84% |
N/A
|
136K
$11.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.09% |
N/A
|
8.2K
$710K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
29K+ 307.11% |
N/A
|
38.5K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$121K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.15K+ 9.83% |
N/A
|
12.9K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
69+ 67.65% |
N/A
|
171
$14.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$125K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
156+ 1560.0% |
N/A
|
166
$14.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 44.88% |
N/A
|
67.2K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.21K+ 28.63% |
N/A
|
9.92K
$860K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$134K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-5- 23.81% |
N/A
|
16
$1.39K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
92+ 2.99% |
N/A
|
3.17K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$103K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-51.9K- 16.93% |
N/A
|
254K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-573- 8.33% |
N/A
|
6.31K
$547K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 33.83% |
N/A
|
7.7K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
229+ 4.39% |
N/A
|
5.44K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 1.14% |
N/A
|
267
$23.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
34.2K+ 544.88% |
N/A
|
40.5K
$3.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-47- 2.57% |
N/A
|
1.79K
$155K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
77+ 1.02% |
N/A
|
7.62K
$660K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-35- 0.61% |
N/A
|
5.67K
$491K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.04K- 74.9% |
N/A
|
684
$59.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-970- 1.36% |
N/A
|
70.2K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-186- 11.38% |
N/A
|
1.45K
$125K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
154+ 5.3% |
N/A
|
3.06K
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
56+ 5600.0% |
N/A
|
57
$4.94K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-874- 10.08% |
N/A
|
7.8K
$676K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-111K- 42.56% |
N/A
|
150K
$13M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25+ 1.53% |
N/A
|
1.66K
$144K
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-2K- 5.71% |
N/A
|
33K
$2.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-165- 1.75% |
N/A
|
9.28K
$804K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
423New |
N/A
|
423
$36.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$141K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$2.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.1% |
N/A
|
1.92K
$166K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2+ 0.66% |
N/A
|
307
$26.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-140- 12.2% |
N/A
|
1.01K
$87.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-310- 10.35% |
N/A
|
2.69K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
495K+ 74.99% |
N/A
|
1.15M
$100M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.6K+ 8784.5% |
N/A
|
17.8K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$424K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$121K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
630+ 3.38% |
N/A
|
19.2K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
210K+ 233.28% |
N/A
|
300K
$26M
|
|