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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.4KNew |
N/A
|
3.4K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
N/A
|
8
$693
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16K+ 160.25% |
N/A
|
26K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10.8K- 46.36% |
N/A
|
12.5K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.28K+ 9.71% |
N/A
|
14.5K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Valliance Asset Management LTD
|
BUY
|
- |
20KNew |
N/A
|
20K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$912K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-147- 1.61% |
N/A
|
8.97K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
7.14K+ 88.06% |
N/A
|
15.2K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
494+ 7.88% |
N/A
|
6.76K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
725+ 906.25% |
N/A
|
805
$69.8K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
26New |
N/A
|
26
$2.25K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
24New |
N/A
|
24
$2.08K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
554New |
N/A
|
554
$48K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
52.8KNew |
N/A
|
52.8K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
251+ 4.79% |
N/A
|
5.5K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.18K- 76.64% |
N/A
|
968
$83.9K
|
|
|
May 05, 2025
Q1 2025
|
Highlander Partners, L.P.
|
SELL
|
- |
-25K- 6.6% |
N/A
|
354K
$30.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
N/A
|
5
$433
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
22.8KNew |
N/A
|
22.8K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-3.49M- 45.0% |
N/A
|
4.27M
$370M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
N/A
|
3
$260
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-65.4K- 59.19% |
N/A
|
45.1K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.31K- 67.18% |
N/A
|
640
$55.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29New |
N/A
|
29
$2.51K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
171K+ 249.85% |
N/A
|
239K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
300+ 60.0% |
N/A
|
800
$69.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
624New |
N/A
|
624
$54.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-666- 30.66% |
N/A
|
1.51K
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30+ 75.0% |
N/A
|
70
$6.07K
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
500+ 20.0% |
N/A
|
3K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 74.91% |
N/A
|
335
$29K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-440- 57.89% |
N/A
|
320
$27.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400+ 1.11% |
N/A
|
36.4K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
19.4K+ 42.52% |
N/A
|
65K
$5.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.48K- 34.54% |
N/A
|
2.81K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
66.2KNew |
N/A
|
66.2K
$5.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238New |
N/A
|
238
$20.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
167+ 130.47% |
N/A
|
295
$25.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
19.2K+ 55.15% |
N/A
|
54K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84New |
N/A
|
84
$7.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1.6KNew |
N/A
|
1.6K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.4KNew |
N/A
|
1.4K
$121K
|
|