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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.2K- 11.01% |
$444K - $572K
|
155K
$4.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21.3K- 42.5% |
$491K - $633K
|
28.8K
$797K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-22.5K- 22.08% |
$520K - $671K
|
79.4K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-26.2K- 38.76% |
$605K - $780K
|
41.3K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 29.72% |
$783K - $1.01M
|
80.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.7K- 6.59% |
$848K - $1.09M
|
520K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-39.8K- 3.71% |
$920K - $1.19M
|
1.03M
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-43.1K- 6.17% |
$997K - $1.29M
|
656K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.9K- 55.38% |
$1.59M - $2.05M
|
55.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-79.8K- 47.79% |
$1.84M - $2.38M
|
87.2K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-86.7K- 6.01% |
$2M - $2.58M
|
1.36M
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-118K- 60.49% |
$2.73M - $3.52M
|
77.2K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-128K- 41.53% |
$2.95M - $3.81M
|
180K
$4.99M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-198K- 39.91% |
$4.58M - $5.9M
|
298K
$8.26M
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-204K- 25.01% |
$4.7M - $6.06M
|
610K
$16.9M
|