Purchases and Sales Made in Q1 2024 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q1 2024. 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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 186.98% |
$24.9K - $31K
|
2.07K
$57.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$20.5K - $25.5K
|
1.11K
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
792+ 0.06% |
$14.6K - $18.2K
|
1.3M
$35.9M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
750+ 1.74% |
$13.9K - $17.2K
|
43.8K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
672+ 46.0% |
$12.4K - $15.4K
|
2.13K
$59.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
640+ 0.92% |
$11.8K - $14.7K
|
70.2K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
537+ 16.54% |
$9.92K - $12.3K
|
3.78K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470New |
$8.68K - $10.8K
|
470
$13K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270New |
$4.99K - $6.2K
|
270
$7.48K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 1.59% |
$4.45K - $5.54K
|
15.4K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
178+ 0.21% |
$3.29K - $4.09K
|
86.3K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
160+ 0.38% |
$2.96K - $3.68K
|
42.3K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
145New |
$2.68K - $3.33K
|
145
$4.02K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52New |
$960 - $1.19K
|
52
$1.44K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$351 - $436
|
19
$526
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19+ 59.38% |
$351 - $436
|
51
$1.41K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$92.4 - $115
|
5
$139
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$18.5 - $23
|
9.73K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8- 0.09% |
$148 - $184
|
8.98K
$249K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-95- 0.85% |
$1.75K - $2.18K
|
11.1K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-296- 0.07% |
$5.47K - $6.8K
|
401K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-427- 11.21% |
$7.89K - $9.81K
|
3.38K
$93.7K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-782- 5.5% |
$14.4K - $18K
|
13.4K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-960- 50.85% |
$17.7K - $22.1K
|
928
$25.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.04K- 6.19% |
$19.2K - $23.9K
|
15.8K
$438K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.23K- 5.04% |
$22.7K - $28.3K
|
23.2K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.3K- 2.08% |
$24K - $29.9K
|
61.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.57K- 4.08% |
$28.9K - $36K
|
36.8K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.64K- 10.87% |
$30.3K - $37.6K
|
13.4K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.73K- 5.79% |
$31.9K - $39.7K
|
28.1K
$779K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.18K- 6.5% |
$40.2K - $50K
|
31.3K
$867K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.43K- 76.74% |
$44.9K - $55.8K
|
737
$20.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.5K- 7.41% |
$46.1K - $57.3K
|
31.2K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-3K- 3.76% |
$55.4K - $68.9K
|
76.8K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.2K- 22.55% |
$59.1K - $73.5K
|
11K
$305K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.46K- 27.57% |
$63.9K - $79.4K
|
9.08K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.55K- 12.49% |
$83.9K - $104K
|
31.8K
$882K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.56K- 0.96% |
$84.2K - $105K
|
471K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Abs Direct Equity Fund LLC
Greenwich, CT |
SELL
|
- |
-5K- 14.29% |
$92.4K - $115K
|
30K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.21K- 92.81% |
$96.3K - $120K
|
404
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.41K- 98.78% |
$100K - $124K
|
67
$1.86K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.96K- 27.27% |
$129K - $160K
|
18.6K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.33K- 7.67% |
$135K - $168K
|
88.3K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.1K- 3.69% |
$150K - $186K
|
212K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.6K- 35.09% |
$195K - $243K
|
19.5K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-11K- 23.61% |
$203K - $252K
|
35.5K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.7K- 32.02% |
$216K - $268K
|
24.8K
$687K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.3K- 12.63% |
$283K - $352K
|
106K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-17.5K- 39.07% |
$324K - $402K
|
27.3K
$757K
|