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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4KNew |
$385K - $464K
|
18.4K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$339K - $408K
|
16.2K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$14K - $16.9K
|
670
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
93New |
$1.95K - $2.34K
|
93
$2.68K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
115KNew |
$2.67M - $3.44M
|
115K
$3.33M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
26.7KNew |
$616K - $794K
|
26.7K
$769K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
20.6K+ 1032.45% |
$477K - $615K
|
22.6K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
15.2KNew |
$351K - $452K
|
15.2K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
4.43KNew |
$102K - $132K
|
4.43K
$128K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$53.6K - $69.1K
|
2.32K
$66.9K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.23K+ 7.82% |
$51.5K - $66.4K
|
30.7K
$887K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
133K+ 74.93% |
$2.48M - $3.5M
|
311K
$8.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.3KNew |
$676K - $954K
|
36.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
25KNew |
$466K - $657K
|
25K
$721K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$213K - $300K
|
11.4K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.01KNew |
$168K - $237K
|
9.01K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$7.45K - $10.5K
|
400
$11.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32New |
$596 - $841
|
32
$923
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$541K - $807K
|
27.2K
$786K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17KNew |
$337K - $503K
|
17K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9KNew |
$216K - $322K
|
10.9K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$43.5K - $64.8K
|
2.19K
$63.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
464New |
$9.22K - $13.7K
|
464
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$2.98K - $4.44K
|
150
$4.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.58% |
$139 - $207
|
1.21K
$35K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
229KNew |
$4.99M - $6.79M
|
229K
$6.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
38.8KNew |
$845K - $1.15M
|
38.8K
$1.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$425K - $579K
|
19.5K
$563K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16K+ 213.69% |
$348K - $474K
|
23.5K
$677K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.23KNew |
$26.8K - $36.5K
|
1.23K
$35.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
482New |
$10.5K - $14.3K
|
482
$13.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$8.72K - $11.9K
|
400
$11.5K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$227K - $304K
|
10.8K
$311K
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.07KNew |
$169K - $228K
|
8.07K
$233K
|
|
|
May 11, 2022
Q1 2022
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
5.1K+ 16.89% |
$107K - $144K
|
35.3K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100New |
$2.1K - $2.82K
|
100
$2.89K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.95KNew |
$34.9K - $49.9K
|
1.95K
$56.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
43.7KNew |
$1.29M - $1.49M
|
43.7K
$1.26M
|
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44New |
$908 - $1.47K
|
44
$1.27K
|
|
| Q3 2020 | |||||||
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
500New |
$11.4K - $15K
|
500
$14.4K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
30KNew |
$436K - $551K
|
30K
$866K
|
|