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 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.04K+ 75.51% |
N/A
|
4.74K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$176K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 11.93% |
N/A
|
19K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$174K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$174K
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2KNew |
N/A
|
2K
$173K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2K+ 2.13% |
N/A
|
95.9K
$8.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
2K+ 1.89% |
N/A
|
108K
$9.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.98K+ 30.51% |
N/A
|
8.48K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 31.15% |
N/A
|
8.29K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.97K+ 5.88% |
N/A
|
35.4K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.96K+ 19.91% |
N/A
|
11.8K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$170K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 33.83% |
N/A
|
7.7K
$667K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$167K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.92K+ 42.18% |
N/A
|
6.46K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 15.08% |
N/A
|
14.5K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$164K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.9K+ 65.19% |
N/A
|
4.81K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$162K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.86K+ 6.83% |
N/A
|
29.1K
$2.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.85K+ 4.88% |
N/A
|
39.8K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.82KNew |
N/A
|
1.82K
$158K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 22.42% |
N/A
|
9.82K
$851K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$154K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$151K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$149K
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.72K+ 42.15% |
N/A
|
5.79K
$502K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.71KNew |
N/A
|
1.71K
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.69K+ 81.29% |
N/A
|
3.77K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.65K+ 1.27% |
N/A
|
131K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.63K+ 12.73% |
N/A
|
14.4K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$140K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.6K+ 2.19% |
N/A
|
74.8K
$6.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.18% |
N/A
|
137K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.6K+ 1.88% |
N/A
|
86.7K
$7.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$138K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.6K+ 14.66% |
N/A
|
12.5K
$1.08M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.59K+ 5.15% |
N/A
|
32.6K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$137K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$132K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$132K
|
|