Purchases and Sales Made in Q1 2023 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q1 2023. The information is specifically focused on institutions that hold shares of i3 Verticals, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 0.43% |
$40.2K - $51.8K
|
403K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.6K+ 17.77% |
$37.1K - $47.8K
|
10.6K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 32.67% |
$24.1K - $31.1K
|
4.24K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
867+ 21.3% |
$20K - $25.8K
|
4.94K
$137K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
719+ 6.9% |
$16.6K - $21.4K
|
11.1K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
712+ 393.37% |
$16.5K - $21.2K
|
893
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
702+ 5.95% |
$16.2K - $20.9K
|
12.5K
$347K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
648+ 2.3% |
$15K - $19.3K
|
28.8K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
412+ 0.09% |
$9.52K - $12.3K
|
481K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
346+ 4.92% |
$8K - $10.3K
|
7.38K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$6.93K - $8.94K
|
300
$8.31K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
266New |
$6.15K - $7.93K
|
266
$7.37K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
160New |
$3.7K - $4.77K
|
160
$4.43K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
134+ 0.17% |
$3.1K - $3.99K
|
78.3K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
104New |
$2.4K - $3.1K
|
104
$2.88K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65New |
$1.5K - $1.94K
|
65
$1.8K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32New |
$740 - $954
|
32
$887
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 4.17% |
$92.4 - $119
|
100
$2.77K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 0.63% |
$162 - $209
|
1.1K
$30.5K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-158- 1.16% |
$3.65K - $4.71K
|
13.4K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178- 0.2% |
$4.11K - $5.3K
|
88.1K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-235- 0.07% |
$5.43K - $7K
|
333K
$9.23M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-235- 0.07% |
$5.43K - $7K
|
333K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-250- 30.19% |
$5.78K - $7.45K
|
578
$16K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-339- 3.52% |
$7.83K - $10.1K
|
9.28K
$257K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-362- 10.34% |
$8.37K - $10.8K
|
3.14K
$87K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-440- 2.65% |
$10.2K - $13.1K
|
16.1K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-700- 96.29% |
$16.2K - $20.9K
|
27
$748
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 1.47% |
$23.1K - $29.8K
|
67K
$1.86M
|
|
|
May 16, 2023
Q1 2023
|
Meros Investment Management, LP
Dallas, TX |
SELL
|
- |
-1.06K- 0.63% |
$24.4K - $31.5K
|
166K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.33K- 0.27% |
$30.8K - $39.7K
|
496K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.4K- 8.92% |
$32.4K - $41.7K
|
14.3K
$396K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.6K- 10.75% |
$37K - $47.7K
|
13.3K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.44K- 9.45% |
$56.4K - $72.7K
|
23.4K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.51K- 4.04% |
$58.1K - $74.9K
|
59.7K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-3.9K- 1.13% |
$90.1K - $116K
|
343K
$9.49M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.1K- 7.64% |
$94.8K - $122K
|
49.6K
$1.37M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.56K- 2.24% |
$105K - $136K
|
199K
$5.51M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.36K- 30.8% |
$124K - $160K
|
12K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.42K- 9.58% |
$125K - $161K
|
51.1K
$1.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.73K- 5.63% |
$132K - $171K
|
96K
$2.66M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-6.56K- 7.07% |
$152K - $195K
|
86.2K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-8.57K- 2.47% |
$198K - $255K
|
338K
$9.37M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10.3K- 3.18% |
$237K - $306K
|
313K
$8.66M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.9K- 6.14% |
$253K - $326K
|
167K
$4.64M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.3K- 94.35% |
$284K - $366K
|
735
$20.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.4K- 27.14% |
$309K - $399K
|
35.9K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-17.7K- 1.71% |
$409K - $527K
|
1.02M
$28.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.2K- 11.01% |
$444K - $572K
|
155K
$4.3M
|