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 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
630+ 3.38% |
N/A
|
19.2K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
626+ 27.22% |
N/A
|
2.93K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
622+ 1.49% |
N/A
|
42.3K
$3.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
613+ 0.97% |
N/A
|
63.7K
$5.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
610New |
N/A
|
610
$52.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
599New |
N/A
|
599
$51.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
590+ 14.21% |
N/A
|
4.74K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
582+ 16.54% |
N/A
|
4.1K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
579New |
N/A
|
579
$50.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
572+ 26.13% |
N/A
|
2.76K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
BUY
|
- |
563+ 1.4% |
N/A
|
40.7K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
556New |
N/A
|
556
$48.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
550+ 4.1% |
N/A
|
14K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
530+ 15.89% |
N/A
|
3.87K
$335K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
518+ 2.15% |
N/A
|
24.6K
$2.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
514+ 13.38% |
N/A
|
4.36K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
512+ 10.48% |
N/A
|
5.4K
$468K
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
500New |
N/A
|
500
$43.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
500+ 3.84% |
N/A
|
13.5K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
496+ 24.3% |
N/A
|
2.54K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
490+ 490.0% |
N/A
|
590
$51.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
467+ 46700.0% |
N/A
|
468
$40.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
463+ 12.43% |
N/A
|
4.19K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
455+ 18.53% |
N/A
|
2.91K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
423+ 14.37% |
N/A
|
3.37K
$292K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
423New |
N/A
|
423
$36.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
421+ 0.95% |
N/A
|
44.7K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
413+ 10.33% |
N/A
|
4.41K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
404+ 2.06% |
N/A
|
20K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
401+ 9.88% |
N/A
|
4.46K
$386K
|
|
|
Nov 04, 2025
Q3 2025
|
Alta Capital Management LLC
|
BUY
|
- |
401+ 15.78% |
N/A
|
2.94K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
395+ 7.75% |
N/A
|
5.49K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
387+ 225.0% |
N/A
|
559
$48.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
360+ 537.31% |
N/A
|
427
$37K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
357+ 2.12% |
N/A
|
17.2K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
336+ 1.59% |
N/A
|
21.4K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
336+ 1.82% |
N/A
|
18.8K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
334+ 6.35% |
N/A
|
5.6K
$485K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
322+ 6.61% |
N/A
|
5.2K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
300+ 3000.0% |
N/A
|
310
$26.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
N/A
|
300
$26K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
296New |
N/A
|
296
$25.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
283+ 12.57% |
N/A
|
2.54K
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
282+ 5.86% |
N/A
|
5.09K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
280+ 4.38% |
N/A
|
6.67K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 40.4% |
N/A
|
973
$84.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
277+ 2.85% |
N/A
|
10K
$868K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
N/A
|
276
$23.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
268+ 11.7% |
N/A
|
2.56K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
266+ 10.33% |
N/A
|
2.84K
$246K
|
|