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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-52- 0.27% |
$3.9K - $5.52K
|
18.9K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
35KNew |
$2.63M - $3.72M
|
35K
$3.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.24KNew |
$92.7K - $131K
|
1.24K
$107K
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$750K - $1.06M
|
10K
$867K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
84.6KNew |
$6.35M - $8.98M
|
84.6K
$7.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$199K - $281K
|
2.65K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15New |
$1.13K - $1.59K
|
15
$1.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.5KNew |
$188K - $265K
|
2.5K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 50.0% |
$788K - $1.11M
|
10.5K
$910K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.69% |
$75 - $106
|
144
$12.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
6.82KNew |
$512K - $725K
|
6.82K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$2.25K - $3.19K
|
30
$2.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.08KNew |
$231K - $326K
|
3.08K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-2.92K- 23.46% |
$219K - $310K
|
9.53K
$825K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
153KNew |
$11.4M - $16.2M
|
153K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
12KNew |
$902K - $1.28M
|
12K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
7.7KNew |
$578K - $818K
|
7.7K
$667K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.29K- 3.34% |
$96.6K - $137K
|
37.2K
$3.23M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 14.78% |
$1.28K - $1.8K
|
132
$11.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
142New |
$10.7K - $15.1K
|
142
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
12.8KNew |
$961K - $1.36M
|
12.8K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
BUY
|
- |
8.06KNew |
$605K - $856K
|
8.06K
$699K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.83KNew |
$287K - $407K
|
3.83K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-435K- 83.69% |
$32.6M - $46.2M
|
84.8K
$7.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98New |
$7.35K - $10.4K
|
98
$8.49K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.06KNew |
$379K - $537K
|
5.06K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.1KNew |
$82.5K - $117K
|
1.1K
$95.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
152KNew |
$11.4M - $16.1M
|
152K
$13.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
539+ 1197.78% |
$40.4K - $57.2K
|
584
$50.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8- 0.08% |
$600 - $849
|
9.67K
$838K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-500- 49.95% |
$37.5K - $53.1K
|
501
$43.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.77K- 28.06% |
$282K - $400K
|
9.65K
$836K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
569+ 357.86% |
$42.7K - $60.4K
|
728
$63.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$964K - $1.36M
|
12.9K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$5.03K - $7.11K
|
67
$5.81K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2New |
$150 - $212
|
2
$173
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
5MNew |
$375M - $531M
|
5M
$433M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
82New |
$6.15K - $8.71K
|
82
$7.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$450 - $637
|
6
$520
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.8KNew |
$210K - $297K
|
2.8K
$243K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
259New |
$19.4K - $27.5K
|
259
$22.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
233+ 1.21% |
$17.5K - $24.7K
|
19.4K
$1.68M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
10.7KNew |
$803K - $1.14M
|
10.7K
$927K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
52New |
$3.9K - $5.52K
|
52
$4.51K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.58KNew |
$194K - $274K
|
2.58K
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 0.36% |
$3.15K - $4.46K
|
11.6K
$1M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
75+ 535.71% |
$5.63K - $7.96K
|
89
$7.71K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$45.6 - $82.7
|
0
$0
|
|