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 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$425K - $579K
|
19.5K
$567K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16K+ 213.69% |
$348K - $474K
|
23.5K
$682K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.23KNew |
$26.8K - $36.5K
|
1.23K
$35.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
482New |
$10.5K - $14.3K
|
482
$14K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$8.72K - $11.9K
|
400
$11.6K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
40New |
$872 - $1.19K
|
40
$1.16K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$227K - $304K
|
10.8K
$314K
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.07KNew |
$169K - $228K
|
8.07K
$235K
|
|
|
May 11, 2022
Q1 2022
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
5.1K+ 16.89% |
$107K - $144K
|
35.3K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100New |
$2.1K - $2.82K
|
100
$2.91K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.95KNew |
$34.9K - $49.9K
|
1.95K
$56.7K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
43.7KNew |
$1.29M - $1.49M
|
43.7K
$1.27M
|
|
|
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
$1.28K
|
|
| Q3 2020 | |||||||
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
500New |
$11.4K - $15K
|
500
$14.5K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
30KNew |
$436K - $551K
|
30K
$872K
|
|