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 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$155K - $193K
|
8.4K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.6K+ 13.15% |
$103K - $129K
|
48.2K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470New |
$8.68K - $10.8K
|
470
$11K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$20.5K - $25.5K
|
1.11K
$26K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.43K- 76.74% |
$44.9K - $55.8K
|
737
$17.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
64.9KNew |
$1.2M - $1.49M
|
64.9K
$1.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.74KNew |
$180K - $224K
|
9.74K
$227K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.04K- 6.19% |
$19.2K - $23.9K
|
15.8K
$369K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-136K- 45.49% |
$2.47M - $2.97M
|
163K
$3.81M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 76.8% |
$158K - $190K
|
20K
$468K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 43.44% |
$205K - $247K
|
14.8K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.4K- 44.81% |
$1.15M - $1.38M
|
78.1K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$78K - $93.6K
|
4.3K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
15.4KNew |
$280K - $336K
|
15.4K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-497K- 94.98% |
$9.01M - $10.8M
|
26.3K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
48New |
$871 - $1.04K
|
48
$1.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.2KNew |
$457K - $548K
|
25.2K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.8KNew |
$378K - $454K
|
20.8K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.1KNew |
$38.1K - $45.7K
|
2.1K
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
806New |
$14.6K - $17.5K
|
806
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
521New |
$9.45K - $11.3K
|
521
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$181 - $218
|
10
$233
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.6K+ 2850.83% |
$374K - $449K
|
21.4K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9K+ 79.13% |
$216K - $259K
|
26.9K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
953+ 3.91% |
$17.3K - $20.7K
|
25.3K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.62K+ 16.65% |
$120K - $144K
|
46.3K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$1.14K - $1.37K
|
63
$1.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.43KNew |
$26K - $31.2K
|
1.43K
$33.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
959New |
$17.4K - $20.9K
|
959
$22.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.2KNew |
$403K - $483K
|
22.2K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.6KNew |
$355K - $426K
|
19.6K
$457K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-94.8K- 54.77% |
$1.72M - $2.06M
|
78.3K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.95K+ 22.44% |
$89.8K - $108K
|
27K
$631K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.77K+ 29.28% |
$50.3K - $60.3K
|
12.2K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.6K- 9.13% |
$83.4K - $100K
|
45.8K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.17K+ 205.24% |
$21.3K - $25.6K
|
1.75K
$40.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17.3KNew |
$314K - $376K
|
17.3K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
791New |
$14.3K - $17.2K
|
791
$18.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 36.88% |
$24.4K - $29.3K
|
4.99K
$117K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
13.5K+ 130.46% |
$246K - $295K
|
23.9K
$558K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-36.9K- 12.9% |
$774K - $935K
|
249K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50.7K+ 24.21% |
$1.06M - $1.28M
|
260K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-284K- 76.75% |
$5.96M - $7.2M
|
86.1K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Meros Investment Management, LP
Dallas, TX |
SELL
|
- |
-123K- 65.23% |
$2.59M - $3.12M
|
65.7K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.1KNew |
$253K - $306K
|
12.1K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2KNew |
$319K - $385K
|
15.2K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
618New |
$13K - $15.6K
|
618
$14.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
687+ 44.27% |
$14.4K - $17.4K
|
2.24K
$52.3K
|
|