Latest Institutional Purchases of Vertiv Holdings CO (VRT)
This list provides information on the latest institutional transactions involving Vertiv Holdings CO (VRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 22.62% |
N/A
|
15.9K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.86KNew |
N/A
|
2.86K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.79K+ 10.48% |
N/A
|
29.4K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
2.73K+ 1.01% |
N/A
|
274K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.7K+ 4.49% |
N/A
|
62.9K
$5.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.68K+ 5.35% |
N/A
|
52.8K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.64KNew |
N/A
|
2.64K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
2.63K+ 39.2% |
N/A
|
9.34K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.63K+ 68.23% |
N/A
|
6.48K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$224K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.48K+ 17.6% |
N/A
|
16.6K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 6.89% |
N/A
|
38.4K
$3.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.45K+ 61.7% |
N/A
|
6.43K
$557K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.42KNew |
N/A
|
2.42K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.4K+ 69.47% |
N/A
|
5.85K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.36K+ 23.19% |
N/A
|
12.5K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.32KNew |
N/A
|
2.32K
$201K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.32K+ 30.8% |
N/A
|
9.83K
$852K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.3K+ 7.52% |
N/A
|
32.9K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.29K+ 13.09% |
N/A
|
19.8K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.27K+ 22.66% |
N/A
|
12.3K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.26K+ 13.65% |
N/A
|
18.8K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
2.25K+ 39.86% |
N/A
|
7.91K
$685K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2.25K+ 47.97% |
N/A
|
6.95K
$602K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.23K+ 23.01% |
N/A
|
11.9K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.22K+ 23.79% |
N/A
|
11.6K
$1M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.21K+ 5.62% |
N/A
|
41.6K
$3.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.21K+ 28.63% |
N/A
|
9.92K
$860K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.15K+ 4.34% |
N/A
|
51.7K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 0.81% |
N/A
|
264K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
2.1KNew |
N/A
|
2.1K
$182K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$182K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$180K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.07K+ 14.48% |
N/A
|
16.3K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.06KNew |
N/A
|
2.06K
$179K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.06K+ 7.12% |
N/A
|
31K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06KNew |
N/A
|
2.06K
$178K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.05KNew |
N/A
|
2.05K
$178K
|
|