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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Abs Direct Equity Fund LLC
Greenwich, CT |
BUY
|
- |
10K+ 40.0% |
$205K - $250K
|
35K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.03K+ 25.84% |
$165K - $201K
|
39.1K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.12KNew |
$105K - $128K
|
5.12K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233New |
$4.78K - $5.82K
|
233
$6.77K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$4.1K - $5K
|
200
$5.81K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
165New |
$3.38K - $4.12K
|
165
$4.79K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69New |
$1.41K - $1.72K
|
69
$2.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$1.13K - $1.37K
|
55
$1.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21New |
$431 - $525
|
21
$610
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$123 - $150
|
6
$174
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
337KNew |
$6.38M - $8.02M
|
337K
$9.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
52.1K+ 14.8% |
$986K - $1.24M
|
404K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
51.6K+ 39.64% |
$976K - $1.23M
|
182K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
50KNew |
$947K - $1.19M
|
50K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46K+ 2.65% |
$872K - $1.1M
|
1.78M
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
32KNew |
$605K - $761K
|
32K
$929K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.2KNew |
$514K - $646K
|
27.2K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
13.9KNew |
$263K - $330K
|
13.9K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
13.5KNew |
$256K - $321K
|
13.5K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.15K+ 1.78% |
$21.7K - $27.3K
|
65.7K
$1.91M
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
513+ 2.32% |
$9.71K - $12.2K
|
22.7K
$658K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
475New |
$8.99K - $11.3K
|
475
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23New |
$435 - $547
|
23
$668
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2New |
$37.9 - $47.6
|
2
$58.1
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
179KNew |
$3.31M - $4.11M
|
179K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
100KNew |
$1.85M - $2.3M
|
100K
$2.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
64.9KNew |
$1.2M - $1.49M
|
64.9K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
30KNew |
$554K - $689K
|
30K
$872K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.2KNew |
$300K - $373K
|
16.2K
$472K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.74KNew |
$180K - $224K
|
9.74K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$169K - $211K
|
9.17K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.6K+ 13.15% |
$103K - $129K
|
48.2K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4K+ 8.65% |
$99.7K - $124K
|
67.8K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$20.5K - $25.5K
|
1.11K
$32.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470New |
$8.68K - $10.8K
|
470
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270New |
$4.99K - $6.2K
|
270
$7.85K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52New |
$960 - $1.19K
|
52
$1.51K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$351 - $436
|
19
$552
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.2KNew |
$457K - $548K
|
25.2K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.2KNew |
$403K - $483K
|
22.2K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.8KNew |
$378K - $454K
|
20.8K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.6K+ 2850.83% |
$374K - $449K
|
21.4K
$621K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17.3KNew |
$314K - $376K
|
17.3K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
13.5K+ 130.46% |
$246K - $295K
|
23.9K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9K+ 79.13% |
$216K - $259K
|
26.9K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$279K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 76.8% |
$158K - $190K
|
20K
$583K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.93K+ 22.02% |
$126K - $151K
|
38.4K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.62K+ 16.65% |
$120K - $144K
|
46.3K
$1.35M
|
|