Latest Institutional Purchases of I3 Verticals, Inc. (IIIV)
This list provides information on the latest institutional transactions involving I3 Verticals, Inc. (IIIV) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
203New |
$4.71K - $6.02K
|
203
$5.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
201+ 22.89% |
$4.66K - $5.96K
|
1.08K
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
145+ 43.41% |
$3.36K - $4.3K
|
479
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
116+ 8.47% |
$2.69K - $3.44K
|
1.49K
$43.2K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
115+ 0.8% |
$2.67K - $3.41K
|
14.4K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100New |
$2.32K - $2.97K
|
100
$2.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
82+ 221.62% |
$1.9K - $2.43K
|
119
$3.46K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
66New |
$1.53K - $1.96K
|
66
$1.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 6.51% |
$1.11K - $1.42K
|
785
$22.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35New |
$812 - $1.04K
|
35
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34New |
$789 - $1.01K
|
34
$988
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.05% |
$766 - $979
|
66.4K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$603 - $771
|
26
$756
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$580 - $742
|
25
$727
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
54KNew |
$1.13M - $1.4M
|
54K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.4KNew |
$806K - $995K
|
38.4K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
32.4KNew |
$680K - $839K
|
32.4K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.6K+ 111.91% |
$580K - $716K
|
52.3K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$322K - $397K
|
15.3K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.9KNew |
$314K - $387K
|
14.9K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.8KNew |
$268K - $331K
|
12.8K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
9.7K+ 41.69% |
$204K - $251K
|
33K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.18KNew |
$193K - $238K
|
9.18K
$267K
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.14K+ 27.86% |
$150K - $185K
|
32.8K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.89K+ 688600.0% |
$145K - $178K
|
6.89K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
6.24K+ 38.55% |
$131K - $162K
|
22.4K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94K+ 20.03% |
$104K - $128K
|
29.6K
$860K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.91KNew |
$103K - $127K
|
4.91K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.3KNew |
$90.3K - $111K
|
4.3K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.91KNew |
$61.2K - $75.5K
|
2.91K
$84.6K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.06K+ 9.52% |
$43.2K - $53.3K
|
23.7K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240New |
$5.04K - $6.22K
|
240
$6.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
237New |
$4.98K - $6.14K
|
237
$6.89K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
232New |
$4.87K - $6.01K
|
232
$6.74K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 3240.0% |
$3.4K - $4.2K
|
167
$4.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39New |
$819 - $1.01K
|
39
$1.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$630 - $778
|
60
$1.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$609 - $752
|
29
$843
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 46.3% |
$525 - $648
|
79
$2.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$231 - $285
|
11
$320
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
534KNew |
$10.9M - $13.3M
|
534K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.4K+ 20.42% |
$520K - $634K
|
150K
$4.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
15.7KNew |
$321K - $391K
|
15.7K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
12.5KNew |
$256K - $312K
|
12.5K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
11.8K+ 3.54% |
$242K - $295K
|
345K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.2KNew |
$210K - $256K
|
10.2K
$297K
|
|