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 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
796+ 11.16% |
$18.5K - $23.6K
|
7.93K
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
786+ 2.21% |
$18.2K - $23.3K
|
36.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
203New |
$4.71K - $6.02K
|
203
$5.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
201+ 22.89% |
$4.66K - $5.96K
|
1.08K
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
145+ 43.41% |
$3.36K - $4.3K
|
479
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
124+ 29.74% |
$2.88K - $3.68K
|
541
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
116+ 8.47% |
$2.69K - $3.44K
|
1.49K
$43.2K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
115+ 0.8% |
$2.67K - $3.41K
|
14.4K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100New |
$2.32K - $2.97K
|
100
$2.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
82+ 221.62% |
$1.9K - $2.43K
|
119
$3.46K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
66New |
$1.53K - $1.96K
|
66
$1.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 6.51% |
$1.11K - $1.42K
|
785
$22.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35New |
$812 - $1.04K
|
35
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34New |
$789 - $1.01K
|
34
$988
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.05% |
$766 - $979
|
66.4K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$603 - $771
|
26
$756
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$580 - $742
|
25
$727
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-117- 0.03% |
$2.71K - $3.47K
|
401K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-120- 0.47% |
$2.78K - $3.56K
|
25.2K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139- 96.53% |
$3.22K - $4.12K
|
5
$145
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-238- 12.21% |
$5.52K - $7.06K
|
1.71K
$49.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.8K - $7.42K
|
10.5K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-311- 45.67% |
$7.22K - $9.23K
|
370
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 15.19% |
$8.21K - $10.5K
|
1.98K
$57.4K
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-400- 0.3% |
$9.28K - $11.9K
|
133K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-464- 8.82% |
$10.8K - $13.8K
|
4.8K
$139K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-759- 1.3% |
$17.6K - $22.5K
|
57.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-1.21K- 0.44% |
$28K - $35.8K
|
275K
$8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.28K- 1.76% |
$29.7K - $37.9K
|
71.4K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.3K- 2.78% |
$30.2K - $38.6K
|
45.4K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51K- 25.98% |
$34.9K - $44.7K
|
4.29K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.57K- 5.14% |
$36.5K - $46.6K
|
29K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.9K- 9.89% |
$44K - $56.3K
|
17.3K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.06K- 8.7% |
$47.7K - $61.1K
|
21.6K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.71K- 7.93% |
$62.9K - $80.4K
|
31.5K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 3.69% |
$69.8K - $89.3K
|
78.6K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.01K- 11.31% |
$69.9K - $89.4K
|
23.6K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.04K- 19.44% |
$70.5K - $90.2K
|
12.6K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3.08K- 2.36% |
$71.5K - $91.5K
|
128K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.47K- 4.9% |
$80.6K - $103K
|
67.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.62K- 84.33% |
$84.1K - $107K
|
673
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.76K- 29.98% |
$110K - $141K
|
11.1K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.95K- 5.35% |
$115K - $147K
|
87.6K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-5.63K- 33.36% |
$131K - $167K
|
11.2K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.83K- 1.69% |
$135K - $173K
|
340K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.12K- 2.77% |
$142K - $181K
|
214K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.61K- 7.62% |
$153K - $196K
|
80.2K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6.95K- 63.22% |
$161K - $206K
|
4.04K
$117K
|