Purchases and Sales Made in Q1 2025 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q1 2025. 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, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
454KNew |
$10.5M - $13.5M
|
454K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
406KNew |
$9.42M - $12M
|
406K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
272KNew |
$6.31M - $8.07M
|
272K
$7.91M
|
|
|
May 15, 2025
Q1 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
214KNew |
$4.97M - $6.36M
|
214K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206K+ 554.57% |
$4.77M - $6.1M
|
243K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
197K+ 21.66% |
$4.58M - $5.86M
|
1.11M
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Crosslink Capital Inc
Menlo Park, CA |
BUY
|
- |
161K+ 14.89% |
$3.74M - $4.78M
|
1.24M
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
158K+ 89.87% |
$3.65M - $4.67M
|
333K
$9.67M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
136K+ 26.31% |
$3.15M - $4.03M
|
653K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
113K+ 16.72% |
$2.62M - $3.35M
|
789K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
108K+ 20.04% |
$2.5M - $3.2M
|
646K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
89.6K+ 59.76% |
$2.08M - $2.66M
|
240K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85.4K+ 27.96% |
$1.98M - $2.53M
|
391K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
76.7K+ 278.35% |
$1.78M - $2.28M
|
104K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Visualize Group LP
New York, NY |
BUY
|
- |
69.9K+ 32.6% |
$1.62M - $2.07M
|
284K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
62.5K+ 34.0% |
$1.45M - $1.85M
|
246K
$7.15M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
56.3K+ 32.03% |
$1.31M - $1.67M
|
232K
$6.75M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
54.2KNew |
$1.26M - $1.61M
|
54.2K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.8KNew |
$1.18M - $1.51M
|
50.8K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.9K+ 187.08% |
$1.06M - $1.36M
|
70.4K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
36KNew |
$836K - $1.07M
|
36K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
31.1K+ 234.36% |
$721K - $922K
|
44.4K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30KNew |
$696K - $891K
|
30K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3K+ 169.06% |
$495K - $632K
|
33.9K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 130.23% |
$481K - $615K
|
36.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
18.2K+ 1.86% |
$423K - $541K
|
998K
$29M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
16.6KNew |
$385K - $493K
|
16.6K
$482K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16.5KNew |
$384K - $491K
|
16.5K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.1K+ 3.23% |
$374K - $478K
|
515K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.1KNew |
$350K - $447K
|
15.1K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 31.36% |
$319K - $407K
|
57.5K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.9KNew |
$275K - $352K
|
11.9K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.4KNew |
$218K - $279K
|
9.4K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.47KNew |
$196K - $251K
|
8.47K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$195K - $249K
|
8.4K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.28K+ 9.72% |
$192K - $246K
|
93.4K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.22KNew |
$191K - $244K
|
8.22K
$239K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.08K+ 29.87% |
$187K - $240K
|
35.1K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.12KNew |
$142K - $182K
|
6.12K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.73K+ 3.43% |
$110K - $140K
|
143K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.57K+ 14.94% |
$59.6K - $76.2K
|
19.8K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.21K+ 13.29% |
$51.3K - $65.6K
|
18.8K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.09K+ 228.95% |
$48.4K - $62K
|
3K
$87.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.98K+ 2744.44% |
$45.8K - $58.6K
|
2.05K
$59.5K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.76K+ 9.18% |
$40.8K - $52.1K
|
20.9K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.75K+ 20.19% |
$40.5K - $51.8K
|
10.4K
$302K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 8.49% |
$31.7K - $40.6K
|
17.5K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
1.21K+ 0.07% |
$28.1K - $35.9K
|
1.79M
$51.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 112500.0% |
$26.1K - $33.4K
|
1.13K
$32.7K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
875+ 9.62% |
$20.3K - $26K
|
9.97K
$290K
|