Latest Institutional Transactions on I3 Verticals, Inc. (IIIV)
This table provides information on the latest institutional transactions involving I3 Verticals, Inc. (IIIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
62.5K+ 34.0% |
$1.45M - $1.85M
|
246K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.28K- 1.76% |
$29.7K - $37.9K
|
71.4K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
56.3K+ 32.03% |
$1.31M - $1.67M
|
232K
$6.75M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
66New |
$1.53K - $1.96K
|
66
$1.92K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
145+ 43.41% |
$3.36K - $4.3K
|
479
$13.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
82+ 221.62% |
$1.9K - $2.43K
|
119
$3.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$195K - $249K
|
8.4K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.28K+ 9.72% |
$192K - $246K
|
93.4K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.4KNew |
$218K - $279K
|
9.4K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.8KNew |
$1.18M - $1.51M
|
50.8K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 6.51% |
$1.11K - $1.42K
|
785
$22.8K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100New |
$2.32K - $2.97K
|
100
$2.91K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.98K+ 2744.44% |
$45.8K - $58.6K
|
2.05K
$59.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35New |
$812 - $1.04K
|
35
$1.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.75K+ 20.19% |
$40.5K - $51.8K
|
10.4K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-18K- 54.45% |
$416K - $533K
|
15K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.8K - $7.42K
|
10.5K
$304K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-18.8K- 38.61% |
$437K - $558K
|
29.9K
$870K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.06K+ 9.52% |
$43.2K - $53.3K
|
23.7K
$688K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 3240.0% |
$3.4K - $4.2K
|
167
$4.85K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-786- 2.16% |
$16.5K - $20.4K
|
35.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Forager Capital Management, LLC
Birmingham, AL |
BUY
|
- |
765KNew |
$16.1M - $19.8M
|
765K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94K+ 20.03% |
$104K - $128K
|
29.6K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-2.29K- 4.74% |
$48.2K - $59.5K
|
46.1K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-245K- 95.71% |
$5.15M - $6.36M
|
11K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$231 - $285
|
11
$320
|
|
|
Feb 14, 2025
Q4 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-600K- 44.64% |
$12.6M - $15.5M
|
744K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 15.51% |
$43.9K - $54.1K
|
11.4K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
9.7K+ 41.69% |
$204K - $251K
|
33K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.6K+ 111.91% |
$580K - $716K
|
52.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.18KNew |
$193K - $238K
|
9.18K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.8KNew |
$268K - $331K
|
12.8K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.14K+ 27.86% |
$150K - $185K
|
32.8K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
54KNew |
$1.13M - $1.4M
|
54K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.75KNew |
$184K - $227K
|
8.75K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-10.9K- 46.07% |
$229K - $282K
|
12.7K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.91KNew |
$61.2K - $75.5K
|
2.91K
$84.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39New |
$819 - $1.01K
|
39
$1.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.9KNew |
$314K - $387K
|
14.9K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-36.1K- 37.23% |
$759K - $936K
|
60.9K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Voss Capital, LLC
Houston, TX |
SELL
|
- |
-670K- 85.91% |
$14.1M - $17.4M
|
110K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$322K - $397K
|
15.3K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
237New |
$4.98K - $6.14K
|
237
$6.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-5.02K- 33.47% |
$105K - $130K
|
9.98K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.4KNew |
$806K - $995K
|
38.4K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.3KNew |
$90.3K - $111K
|
4.3K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.91KNew |
$103K - $127K
|
4.91K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.89K+ 688600.0% |
$145K - $178K
|
6.89K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$609 - $752
|
29
$843
|
|