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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-14.3K- 5.95% |
$1.24M - $1.24M
|
227K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-229K- 47.31% |
$19.9M - $19.9M
|
256K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-382K- 25.75% |
$33.1M - $33.1M
|
1.1M
$95.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
100KNew |
$8.68M - $8.68M
|
100K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
41.3KNew |
$3.58M - $3.58M
|
41.3K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-3.09K- 21.9% |
$267K - $267K
|
11K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$693 - $693
|
8
$693
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.92KNew |
$339K - $339K
|
3.92K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.74KNew |
$757K - $757K
|
8.74K
$757K
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
66.8KNew |
$5.79M - $5.79M
|
66.8K
$5.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
217+ 96.44% |
$18.8K - $18.8K
|
442
$38.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-67- 0.34% |
$5.81K - $5.81K
|
19.8K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
213New |
$18.5K - $18.5K
|
213
$18.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 20.0% |
$86.7 - $86.7
|
6
$520
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 13.8% |
$26K - $26K
|
1.87K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-207- 97.18% |
$17.9K - $17.9K
|
6
$520
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.02KNew |
$175K - $175K
|
2.02K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
52New |
$4.51K - $4.51K
|
52
$4.51K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$1.04K - $1.04K
|
12
$1.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11K+ 34.79% |
$957K - $957K
|
42.8K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 41.1% |
$130K - $130K
|
5.15K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
10.9KNew |
$947K - $947K
|
10.9K
$947K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-709- 2.03% |
$61.4K - $61.4K
|
34.3K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$1.91K - $1.91K
|
22
$1.91K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.31K+ 47.22% |
$114K - $114K
|
4.08K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.76KNew |
$499K - $499K
|
5.76K
$499K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
102+ 204.0% |
$8.84K - $8.84K
|
152
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-55- 2.3% |
$4.77K - $4.77K
|
2.34K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.16KNew |
$794K - $794K
|
9.16K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
671New |
$58.1K - $58.1K
|
671
$58.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
16K+ 55.25% |
$1.39M - $1.39M
|
45K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.4K+ 15.0% |
$7.06M - $7.06M
|
624K
$54.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.2K- 18.78% |
$4.09M - $4.09M
|
204K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$780 - $780
|
9
$780
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$173 - $173
|
2
$173
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
133New |
$11.5K - $11.5K
|
133
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 26.92% |
$607 - $607
|
33
$2.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
53New |
$4.59K - $4.59K
|
53
$4.59K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
366New |
$31.7K - $31.7K
|
366
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
38.9KNew |
$3.37M - $3.37M
|
38.9K
$3.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 0.66% |
$17.3K - $17.3K
|
30K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$86.7 - $86.7
|
1
$86.7
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$867 - $867
|
10
$867
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
27K+ 245.45% |
$2.34M - $2.34M
|
38K
$3.29M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
156+ 12.09% |
$13.5K - $13.5K
|
1.45K
$125K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
54.5KNew |
$4.09M - $5.79M
|
54.5K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$180K - $255K
|
2.4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.53KNew |
$190K - $268K
|
2.53K
$219K
|
|