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 Million shares, which have been reported (via 13F filing form) to have a value of $643 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
52
shares
|
$1,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
39
shares
|
$1,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
37
shares
|
$1,025
0.0% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
29
shares
|
$803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
23
shares
|
$637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$526
0.0% of portfolio
|
Q2 2024
Reduced 62.75%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
11
shares
|
$304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6
shares
|
$166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|