Purchases and Sales Made in Q2 2023 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
757+ 1.73% |
$15.8K - $19K
|
44.5K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
713+ 16.83% |
$14.9K - $17.9K
|
4.95K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
700+ 4.34% |
$14.6K - $17.6K
|
16.8K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$14K - $16.9K
|
670
$18.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
657+ 20.76% |
$13.7K - $16.5K
|
3.82K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
426+ 4.9% |
$8.91K - $10.7K
|
9.12K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
405+ 5.49% |
$8.47K - $10.2K
|
7.79K
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
403+ 1.33% |
$8.43K - $10.1K
|
30.7K
$851K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
380New |
$7.95K - $9.56K
|
380
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
278+ 25.23% |
$5.82K - $6.99K
|
1.38K
$38.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
249+ 7.93% |
$5.21K - $6.26K
|
3.39K
$93.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
223+ 0.49% |
$4.67K - $5.61K
|
45.4K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
207+ 23.18% |
$4.33K - $5.21K
|
1.1K
$30.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
195+ 1.92% |
$4.08K - $4.91K
|
10.3K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
93New |
$1.95K - $2.34K
|
93
$2.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70+ 0.08% |
$1.46K - $1.76K
|
88.1K
$2.44M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.0% |
$314 - $377
|
333K
$9.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.0% |
$314 - $377
|
333K
$9.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.21% |
$20.9 - $25.2
|
472
$13.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7- 0.07% |
$146 - $176
|
9.75K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44- 0.07% |
$920 - $1.11K
|
62.6K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 99.0% |
$2.07K - $2.49K
|
1
$27.7
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-104Closed |
$2.18K - $2.62K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-184- 1.37% |
$3.85K - $4.63K
|
13.2K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-256- 2.13% |
$5.36K - $6.44K
|
11.8K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-294- 2.64% |
$6.15K - $7.4K
|
10.8K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-300- 1.28% |
$6.28K - $7.55K
|
23.1K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-555- 3.01% |
$11.6K - $14K
|
17.9K
$495K
|
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-625- 4.89% |
$13.1K - $15.7K
|
12.1K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-890- 9.59% |
$18.6K - $22.4K
|
8.39K
$233K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-944- 3.28% |
$19.7K - $23.8K
|
27.8K
$772K
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.17K- 0.06% |
$24.5K - $29.5K
|
1.91M
$52.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.6K- 0.31% |
$33.5K - $40.3K
|
519K
$14.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.3K- 3.68% |
$48.2K - $57.9K
|
60.4K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.4K- 1.08% |
$50.3K - $60.5K
|
220K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.59K- 6.27% |
$54.2K - $65.2K
|
38.8K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.88K- 24.67% |
$60.3K - $72.5K
|
8.8K
$244K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.45K- 10.51% |
$72.1K - $86.7K
|
29.3K
$813K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.31K- 32.41% |
$90.1K - $108K
|
8.98K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5K- 4.91% |
$105K - $126K
|
96.8K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.28K- 5.73% |
$111K - $133K
|
87K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.9K- 34.7% |
$123K - $148K
|
11.1K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.04K- 0.79% |
$126K - $152K
|
754K
$20.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-7.01K- 4.19% |
$147K - $176K
|
160K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-9.93K- 2.9% |
$208K - $250K
|
333K
$9.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10K- 34.78% |
$209K - $252K
|
18.8K
$520K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 11.64% |
$234K - $281K
|
84.8K
$2.35M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.8K- 5.91% |
$246K - $296K
|
187K
$5.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.4K- 3.22% |
$280K - $336K
|
402K
$11.1M
|