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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.08KNew |
$231K - $326K
|
3.08K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$225K - $319K
|
3K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.92KNew |
$219K - $310K
|
2.92K
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.8KNew |
$210K - $297K
|
2.8K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
2.7KNew |
$203K - $287K
|
2.7K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$199K - $281K
|
2.65K
$229K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.58KNew |
$194K - $274K
|
2.58K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.53KNew |
$190K - $268K
|
2.53K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.5KNew |
$188K - $265K
|
2.5K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$180K - $255K
|
2.4K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35KNew |
$176K - $249K
|
2.35K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.87K+ 28.62% |
$141K - $199K
|
8.42K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.29K+ 18.04% |
$97K - $137K
|
8.46K
$733K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.24KNew |
$92.7K - $131K
|
1.24K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
983+ 13.47% |
$73.7K - $104K
|
8.28K
$718K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
698+ 13.79% |
$52.4K - $74.1K
|
5.76K
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
569+ 357.86% |
$42.7K - $60.4K
|
728
$63.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
539+ 1197.78% |
$40.4K - $57.2K
|
584
$50.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500New |
$37.5K - $53.1K
|
500
$43.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
259New |
$19.4K - $27.5K
|
259
$22.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
233+ 1.21% |
$17.5K - $24.7K
|
19.4K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
202New |
$15.2K - $21.4K
|
202
$17.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
142New |
$10.7K - $15.1K
|
142
$12.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
98New |
$7.35K - $10.4K
|
98
$8.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
82New |
$6.15K - $8.71K
|
82
$7.11K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
75+ 535.71% |
$5.63K - $7.96K
|
89
$7.71K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67New |
$5.03K - $7.11K
|
67
$5.81K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
52New |
$3.9K - $5.52K
|
52
$4.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$2.25K - $3.19K
|
30
$2.6K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 14.78% |
$1.28K - $1.8K
|
132
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15New |
$1.13K - $1.59K
|
15
$1.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$750 - $1.06K
|
10
$867
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$450 - $637
|
6
$520
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4New |
$300 - $425
|
4
$347
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2New |
$150 - $212
|
2
$173
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
2.25M+ 3044.44% |
$102M - $186M
|
2.32M
$201M
|
|
|
May 15, 2024
Q1 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
1.26MNew |
$57.6M - $105M
|
1.26M
$110M
|
|
|
May 14, 2024
Q1 2024
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
898KNew |
$40.9M - $74.3M
|
898K
$77.8M
|
|
|
May 14, 2024
Q1 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
432K+ 1301.61% |
$19.7M - $35.7M
|
465K
$40.3M
|
|
|
May 07, 2024
Q1 2024
|
Monolith Management LTD
Hong Kong, K3 |
BUY
|
- |
211KNew |
$9.59M - $17.4M
|
211K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
110KNew |
$5.01M - $9.09M
|
110K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
63KNew |
$2.87M - $5.21M
|
63K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46K+ 115.0% |
$2.1M - $3.8M
|
86K
$7.45M
|
|
|
May 14, 2024
Q1 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
38.2KNew |
$1.74M - $3.16M
|
38.2K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
30.4K+ 155.9% |
$1.39M - $2.51M
|
49.9K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
30KNew |
$1.37M - $2.48M
|
30K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
24.2K+ 8.82% |
$1.1M - $2M
|
298K
$25.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.8KNew |
$810K - $1.47M
|
17.8K
$1.54M
|
|