Institutional Ownership I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV). We have compiled data on the 164 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
2,048
shares
|
$51,752
0.0% of portfolio
|
Q1 2025
Added 2744.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,976
shares
|
$49,933
0.0% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,950
shares
|
$49,276
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,712
shares
|
$43,262
0.0% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,486
shares
|
$37,551
0.0% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,231
shares
|
$31,107
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,126
shares
|
$28,454
0.0% of portfolio
|
Q1 2025
Added 112500.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,079
shares
|
$27,266
0.0% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
785
shares
|
$19,836
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
673
shares
|
$17,006
0.0% of portfolio
|
Q1 2025
Reduced 84.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
541
shares
|
$13,671
0.0% of portfolio
|
Q1 2025
Added 29.74%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
500
shares
|
$12,635
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
479
shares
|
$12,104
0.0% of portfolio
|
Q1 2025
Added 43.41%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
370
shares
|
$9,349
0.0% of portfolio
|
Q1 2025
Reduced 45.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
270
shares
|
$6,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
265
shares
|
$6,696
0.0% of portfolio
|
Q3 2020
Reduced 88.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
240
shares
|
$6,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
237
shares
|
$5,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
232
shares
|
$5,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
203
shares
|
$5,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
119
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
Added 221.62%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$2,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$1,996
0.0% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
66
shares
|
$1,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
60
shares
|
$1,516
0.0% of portfolio
|
Q4 2024
Added 100.0%
|