Purchases and Sales Made in Q3 2022 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
464New |
$9.22K - $13.7K
|
464
$12.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
421+ 0.73% |
$8.36K - $12.5K
|
57.8K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394+ 5.89% |
$7.82K - $11.7K
|
7.08K
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 32.01% |
$5.46K - $8.14K
|
1.13K
$31.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
269+ 0.13% |
$5.34K - $7.96K
|
214K
$5.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$2.98K - $4.44K
|
150
$4.16K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
148+ 1.44% |
$2.94K - $4.38K
|
10.5K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
104+ 0.65% |
$2.07K - $3.08K
|
16.1K
$445K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 314.29% |
$1.31K - $1.95K
|
87
$2.41K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
54+ 1.57% |
$1.07K - $1.6K
|
3.5K
$97K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
45+ 0.3% |
$894 - $1.33K
|
14.9K
$413K
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
27+ 3.86% |
$536 - $799
|
727
$20.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26New |
$516 - $770
|
26
$720
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.58% |
$139 - $207
|
1.21K
$33.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.01% |
$596 - $888
|
333K
$9.24M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.01% |
$596 - $888
|
333K
$9.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-48- 0.23% |
$953 - $1.42K
|
20.5K
$568K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-59- 0.16% |
$1.17K - $1.75K
|
37.9K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-73- 73.0% |
$1.45K - $2.16K
|
27
$748
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-118- 10.68% |
$2.34K - $3.49K
|
987
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-136- 0.17% |
$2.7K - $4.03K
|
78.1K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-188- 1.19% |
$3.73K - $5.56K
|
15.6K
$433K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-282- 35.97% |
$5.6K - $8.35K
|
502
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-296- 0.34% |
$5.88K - $8.76K
|
87.7K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-437- 0.87% |
$8.68K - $12.9K
|
50K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-717- 14.32% |
$14.2K - $21.2K
|
4.29K
$119K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-755- 1.31% |
$15K - $22.3K
|
56.8K
$1.57M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-829- 2.89% |
$16.5K - $24.5K
|
27.8K
$771K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.09K- 55.36% |
$21.7K - $32.4K
|
882
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.17K- 0.31% |
$23.2K - $34.6K
|
378K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47K- 12.5% |
$29.3K - $43.6K
|
10.3K
$286K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.5K- 2.16% |
$29.8K - $44.4K
|
68K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.77K- 5.03% |
$35.2K - $52.5K
|
33.5K
$928K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.95K- 1.07% |
$38.7K - $57.7K
|
181K
$5.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.49K- 15.0% |
$49.4K - $73.6K
|
14.1K
$390K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.36K- 3.74% |
$66.7K - $99.3K
|
86.3K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.7K- 14.94% |
$73.4K - $109K
|
21K
$583K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.85K- 61.47% |
$76.5K - $114K
|
2.41K
$66.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5K- 4.35% |
$99.3K - $148K
|
110K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.39K- 30.14% |
$107K - $159K
|
12.5K
$346K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.63K- 3.33% |
$152K - $226K
|
221K
$6.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.7K- 38.42% |
$153K - $228K
|
12.3K
$342K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.72K- 7.13% |
$153K - $229K
|
101K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7.77K- 36.55% |
$154K - $230K
|
13.5K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.11K- 4.31% |
$161K - $240K
|
180K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 14.93% |
$259K - $386K
|
74.4K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.2K- 1.31% |
$382K - $569K
|
1.45M
$40.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-23.1K- 6.16% |
$459K - $684K
|
352K
$9.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30K- 5.7% |
$596K - $888K
|
496K
$13.8M
|