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 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
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
43.3KNew |
N/A
|
43.3K
$3.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.53K- 10.18% |
N/A
|
13.5K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3K+ 3000.0% |
N/A
|
3.1K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16+ 0.75% |
N/A
|
2.14K
$185K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.68K+ 5.35% |
N/A
|
52.8K
$4.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 40.4% |
N/A
|
973
$84.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-230- 0.39% |
N/A
|
58.9K
$5.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
322+ 0.94% |
N/A
|
34.4K
$2.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.4K+ 32.15% |
N/A
|
5.77K
$500K
|
|
|
Oct 07, 2025
Q3 2025
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-3.3K- 14.93% |
N/A
|
18.8K
$1.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 7.32% |
N/A
|
38
$3.29K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1+ 0.1% |
N/A
|
1K
$86.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.14K
$358K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-93- 1.0% |
N/A
|
9.17K
$795K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
814+ 17.27% |
N/A
|
5.53K
$479K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 9.73% |
N/A
|
2.32K
$201K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$115K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
25.8K+ 59.42% |
N/A
|
69.3K
$6M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
38New |
N/A
|
38
$3.29K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$607K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-6- 9.38% |
N/A
|
58
$5.03K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-393- 11.65% |
N/A
|
2.98K
$258K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.59K+ 5.15% |
N/A
|
32.6K
$2.82M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
100+ 333.33% |
N/A
|
130
$11.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
17.5K+ 135.31% |
N/A
|
30.5K
$2.64M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
5.34K+ 102.77% |
N/A
|
10.5K
$914K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-559- 1.56% |
N/A
|
35.3K
$3.06M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
37.8K+ 23.44% |
N/A
|
199K
$17.3M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.4K+ 4.1% |
N/A
|
926K
$80.2M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.49K- 45.67% |
N/A
|
1.77K
$153K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 27.12% |
N/A
|
2.15K
$186K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
50New |
N/A
|
50
$4.33K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-221K- 93.15% |
N/A
|
16.3K
$1.41M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50+ 8.49% |
N/A
|
639
$55.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-17.2K- 63.2% |
N/A
|
10K
$867K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.29K+ 9852.7% |
N/A
|
7.37K
$638K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
110New |
N/A
|
110
$9.53K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9+ 13.85% |
N/A
|
74
$6.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.37KNew |
N/A
|
5.37K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-668K- 75.46% |
N/A
|
217K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
CALL |
128K+ 143.23% |
N/A
|
217K
$18.8M
|
|