Purchases and Sales Made in Q2 2024 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.4K+ 70.96% |
$45.4K - $57.1K
|
5.78K
$160K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.95K+ 4.46% |
$36.9K - $46.4K
|
45.7K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 2.14% |
$35K - $44K
|
88.2K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.43K+ 37.83% |
$27.1K - $34K
|
5.21K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.15K+ 1.78% |
$21.7K - $27.3K
|
65.7K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
949+ 6.15% |
$18K - $22.6K
|
16.4K
$454K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
475New |
$8.99K - $11.3K
|
475
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
292+ 435.82% |
$5.53K - $6.95K
|
359
$9.95K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
155+ 18.41% |
$2.93K - $3.69K
|
997
$27.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
131+ 90.34% |
$2.48K - $3.12K
|
276
$7.65K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
69+ 0.13% |
$1.31K - $1.64K
|
52K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23New |
$435 - $547
|
23
$637
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 33.33% |
$170 - $214
|
36
$998
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7+ 0.08% |
$133 - $167
|
8.99K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.0% |
$37.9 - $47.6
|
42.3K
$1.17M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2New |
$37.9 - $47.6
|
2
$55.4
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.28% |
$114 - $143
|
2.13K
$58.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32- 62.75% |
$606 - $761
|
19
$526
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-33- 6.99% |
$625 - $785
|
439
$12.2K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44- 0.45% |
$833 - $1.05K
|
9.8K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-58- 0.43% |
$1.1K - $1.38K
|
13.5K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-116- 1.19% |
$2.2K - $2.76K
|
9.62K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 5.89% |
$2.31K - $2.9K
|
1.95K
$54K
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-220- 0.31% |
$4.16K - $5.23K
|
70K
$1.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-398- 42.89% |
$7.53K - $9.47K
|
530
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-544- 2.35% |
$10.3K - $12.9K
|
22.7K
$628K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-552- 1.64% |
$10.4K - $13.1K
|
33.1K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43K- 9.24% |
$27.1K - $34.1K
|
14.1K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.65K- 4.49% |
$31.3K - $39.3K
|
35.2K
$975K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.63K- 27.02% |
$68.7K - $86.3K
|
9.8K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5K- 6.51% |
$94.7K - $119K
|
71.8K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Abs Direct Equity Fund LLC
Greenwich, CT |
SELL
|
- |
-5K- 16.67% |
$94.7K - $119K
|
25K
$693K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.36K- 65.04% |
$101K - $127K
|
2.88K
$79.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.9K- 10.8% |
$131K - $164K
|
57K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.57K- 27.87% |
$143K - $180K
|
19.6K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.18K- 3.87% |
$155K - $195K
|
203K
$5.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.91K- 7.75% |
$169K - $212K
|
106K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.39K- 33.4% |
$178K - $223K
|
18.7K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10K- 17.86% |
$189K - $238K
|
46K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.1K- 1.47% |
$191K - $240K
|
674K
$18.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-12.3K- 17.29% |
$232K - $292K
|
58.8K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.5K- 39.28% |
$237K - $297K
|
19.3K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-14.4K- 52.57% |
$272K - $342K
|
13K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-16.7K- 6.13% |
$317K - $398K
|
256K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-19.6K- 1.51% |
$370K - $466K
|
1.28M
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25K- 11.43% |
$473K - $595K
|
194K
$5.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-26.2K- 8.74% |
$495K - $622K
|
273K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-32K- 20.48% |
$606K - $761K
|
124K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.6K- 51.98% |
$637K - $800K
|
31.1K
$861K
|