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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 55.37% |
$1.4K - $1.7K
|
54
$1.26K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$2.24M - $2.7M
|
107K
$2.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-98.9K- 67.89% |
$2.07M - $2.51M
|
46.8K
$1.09M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
21.2KNew |
$444K - $534K
|
21.2K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
93New |
$1.95K - $2.34K
|
93
$2.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$14K - $16.9K
|
670
$15.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-230K- 67.88% |
$4.8M - $5.78M
|
109K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4KNew |
$385K - $464K
|
18.4K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
426+ 4.9% |
$8.91K - $10.7K
|
9.12K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$339K - $408K
|
16.2K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
50K+ 29.21% |
$1.05M - $1.26M
|
221K
$5.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115KNew |
$2.4M - $2.89M
|
115K
$2.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 99.0% |
$2.07K - $2.49K
|
1
$23.3
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10K- 34.78% |
$209K - $252K
|
18.8K
$438K
|
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-625- 4.89% |
$13.1K - $15.7K
|
12.1K
$284K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 0.43% |
$40.2K - $51.8K
|
403K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
15.2KNew |
$351K - $452K
|
15.2K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.23K+ 7.82% |
$51.5K - $66.4K
|
30.7K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
4.43KNew |
$102K - $132K
|
4.43K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
115KNew |
$2.67M - $3.44M
|
115K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
20.6K+ 1032.45% |
$477K - $615K
|
22.6K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$53.6K - $69.1K
|
2.32K
$54.1K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.6K+ 17.77% |
$37.1K - $47.8K
|
10.6K
$248K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
26.7KNew |
$616K - $794K
|
26.7K
$622K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-6.56K- 7.07% |
$152K - $195K
|
86.2K
$2.01M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$7.45K - $10.5K
|
400
$9.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
133K+ 74.93% |
$2.48M - $3.5M
|
311K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-16.4K- 63.06% |
$305K - $431K
|
9.61K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
25KNew |
$466K - $657K
|
25K
$584K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$213K - $300K
|
11.4K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.01KNew |
$168K - $237K
|
9.01K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 34.62% |
$168 - $237
|
17
$397
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.3KNew |
$676K - $954K
|
36.3K
$847K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-32.3K- 23.19% |
$602K - $850K
|
107K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 262.96% |
$1.32K - $1.87K
|
98
$2.29K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32New |
$596 - $841
|
32
$747
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7KNew |
$199K - $281K
|
10.7K
$250K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.7K- 38.42% |
$153K - $228K
|
12.3K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$43.5K - $64.8K
|
2.19K
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-188- 1.19% |
$3.73K - $5.56K
|
15.6K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.58% |
$139 - $207
|
1.21K
$28.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9KNew |
$216K - $322K
|
10.9K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$2.98K - $4.44K
|
150
$3.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
464New |
$9.22K - $13.7K
|
464
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$274K - $408K
|
13.8K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$541K - $807K
|
27.2K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-59- 0.16% |
$1.17K - $1.75K
|
37.9K
$885K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
592New |
$11.8K - $17.5K
|
592
$13.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17KNew |
$337K - $503K
|
17K
$397K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
191New |
$4.16K - $5.66K
|
191
$4.46K
|
|