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 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
261+ 1.61% |
N/A
|
16.5K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
255+ 4.67% |
N/A
|
5.71K
$495K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
250+ 9.36% |
N/A
|
2.92K
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
248+ 1.34% |
N/A
|
18.8K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
240+ 29.7% |
N/A
|
1.05K
$90.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
240New |
N/A
|
240
$20.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
239+ 0.76% |
N/A
|
31.7K
$2.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
239+ 5.57% |
N/A
|
4.53K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
230+ 6.88% |
N/A
|
3.58K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
229+ 4.39% |
N/A
|
5.44K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
223+ 56.74% |
N/A
|
616
$53.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
220+ 0.81% |
N/A
|
27.2K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
220New |
N/A
|
220
$19.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
216+ 7.76% |
N/A
|
3K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 7.62% |
N/A
|
3.05K
$264K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
214+ 12.58% |
N/A
|
1.92K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
203New |
N/A
|
203
$17.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
201+ 2.81% |
N/A
|
7.35K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
200New |
N/A
|
200
$17.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
200New |
N/A
|
200
$17.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
198+ 5.16% |
N/A
|
4.03K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
195+ 10.02% |
N/A
|
2.14K
$186K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
190+ 0.62% |
N/A
|
30.7K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
188+ 250.67% |
N/A
|
263
$22.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
187+ 1.88% |
N/A
|
10.1K
$879K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178+ 4.07% |
N/A
|
4.55K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
177+ 46.58% |
N/A
|
557
$48.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
174+ 6.79% |
N/A
|
2.74K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
169+ 2.27% |
N/A
|
7.6K
$659K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
168+ 3.8% |
N/A
|
4.59K
$397K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
164+ 4.99% |
N/A
|
3.45K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
162New |
N/A
|
162
$14K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
162+ 7.75% |
N/A
|
2.25K
$195K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
157+ 3.68% |
N/A
|
4.43K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
156+ 1560.0% |
N/A
|
166
$14.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
155+ 4.38% |
N/A
|
3.69K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
151New |
N/A
|
151
$13.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
144+ 8.69% |
N/A
|
1.8K
$156K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
135+ 0.32% |
N/A
|
41.8K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
124+ 5.23% |
N/A
|
2.5K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
124+ 1.62% |
N/A
|
7.76K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122+ 2.14% |
N/A
|
5.83K
$505K
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
120+ 4.71% |
N/A
|
2.67K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
119New |
N/A
|
119
$10.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
118+ 3.25% |
N/A
|
3.75K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
115+ 5.6% |
N/A
|
2.17K
$188K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
114+ 8.36% |
N/A
|
1.48K
$128K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
113+ 0.83% |
N/A
|
13.7K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
111+ 2.09% |
N/A
|
5.42K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
109+ 4.08% |
N/A
|
2.78K
$241K
|
|