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 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-95- 0.85% |
$1.75K - $2.18K
|
11.1K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-11K- 23.61% |
$203K - $252K
|
35.5K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
179KNew |
$3.31M - $4.11M
|
179K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.96K- 27.27% |
$129K - $160K
|
18.6K
$539K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$351 - $436
|
19
$552
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.2KNew |
$300K - $373K
|
16.2K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.6K+ 13.15% |
$103K - $129K
|
48.2K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470New |
$8.68K - $10.8K
|
470
$13.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$20.5K - $25.5K
|
1.11K
$32.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
64.9KNew |
$1.2M - $1.49M
|
64.9K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.74KNew |
$180K - $224K
|
9.74K
$283K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.04K- 6.19% |
$19.2K - $23.9K
|
15.8K
$459K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.93K+ 22.02% |
$126K - $151K
|
38.4K
$1.12M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-524K- 95.08% |
$9.5M - $11.4M
|
27.1K
$787K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 76.8% |
$158K - $190K
|
20K
$583K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 43.44% |
$205K - $247K
|
14.8K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.4K- 44.81% |
$1.15M - $1.38M
|
78.1K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
48New |
$871 - $1.04K
|
48
$1.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.2KNew |
$457K - $548K
|
25.2K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.8KNew |
$378K - $454K
|
20.8K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.1KNew |
$38.1K - $45.7K
|
2.1K
$61K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
806New |
$14.6K - $17.5K
|
806
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
521New |
$9.45K - $11.3K
|
521
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$181 - $218
|
10
$291
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.6K+ 2850.83% |
$374K - $449K
|
21.4K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9K+ 79.13% |
$216K - $259K
|
26.9K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
953+ 3.91% |
$17.3K - $20.7K
|
25.3K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.62K+ 16.65% |
$120K - $144K
|
46.3K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.43KNew |
$26K - $31.2K
|
1.43K
$41.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
959New |
$17.4K - $20.9K
|
959
$27.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.2KNew |
$403K - $483K
|
22.2K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.95K+ 22.44% |
$89.8K - $108K
|
27K
$785K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-94.8K- 54.77% |
$1.72M - $2.06M
|
78.3K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17.3KNew |
$314K - $376K
|
17.3K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
791New |
$14.3K - $17.2K
|
791
$23K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 36.88% |
$24.4K - $29.3K
|
4.99K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
13.5K+ 130.46% |
$246K - $295K
|
23.9K
$695K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-36.9K- 12.9% |
$774K - $935K
|
249K
$7.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-284K- 76.75% |
$5.96M - $7.2M
|
86.1K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50.7K+ 24.21% |
$1.06M - $1.28M
|
260K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Meros Investment Management, LP
Dallas, TX |
SELL
|
- |
-123K- 65.23% |
$2.59M - $3.12M
|
65.7K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.1KNew |
$253K - $306K
|
12.1K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
687+ 44.27% |
$14.4K - $17.4K
|
2.24K
$65.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
618New |
$13K - $15.6K
|
618
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2KNew |
$319K - $385K
|
15.2K
$442K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$2.24M - $2.7M
|
107K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-98.9K- 67.89% |
$2.07M - $2.51M
|
46.8K
$1.36M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$14K - $16.9K
|
670
$19.5K
|
|