Purchases and Sales Made in Q3 2023 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
155+ 0.05% |
$3.25K - $3.92K
|
333K
$9.24M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
155+ 0.05% |
$3.25K - $3.92K
|
333K
$9.24M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
78+ 0.25% |
$1.63K - $1.97K
|
30.8K
$853K
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
BUY
|
- |
48+ 0.46% |
$1.01K - $1.22K
|
10.4K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.02% |
$41.9 - $50.6
|
9.75K
$270K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.01% |
$21 - $25.3
|
8.98K
$249K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 4.78% |
$1.38K - $1.67K
|
1.31K
$36.4K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 55.37% |
$1.4K - $1.7K
|
54
$1.5K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-251- 0.31% |
$5.26K - $6.36K
|
81.7K
$2.26M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-358- 0.09% |
$7.5K - $9.06K
|
401K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-472- 3.03% |
$9.89K - $12K
|
15.1K
$419K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-605- 12.22% |
$12.7K - $15.3K
|
4.34K
$120K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-609- 6.92% |
$12.8K - $15.4K
|
8.19K
$227K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-894- 2.31% |
$18.7K - $22.6K
|
37.9K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-950- 11.32% |
$19.9K - $24.1K
|
7.44K
$206K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.15K- 6.81% |
$24.1K - $29.1K
|
15.7K
$436K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.21K- 0.55% |
$25.4K - $30.6K
|
219K
$6.05M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.24K- 5.3% |
$25.9K - $31.3K
|
22.1K
$612K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 2.13% |
$39.3K - $47.5K
|
86.3K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.41K- 8.64% |
$50.4K - $60.9K
|
25.4K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.43K- 13.57% |
$50.8K - $61.4K
|
15.4K
$428K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.5K- 13.22% |
$52.3K - $63.2K
|
16.4K
$454K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.55K- 5.73% |
$53.4K - $64.6K
|
42K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.75K- 19.96% |
$57.7K - $69.7K
|
11K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-2.85K- 4.81% |
$59.8K - $72.2K
|
56.5K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.91K- 14.69% |
$61K - $73.7K
|
16.9K
$468K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.02K- 6.65% |
$63.3K - $76.5K
|
42.4K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.27K- 11.13% |
$68.5K - $82.7K
|
26.1K
$723K
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 24.92% |
$78.9K - $95.3K
|
11.3K
$314K
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 24.92% |
$78.9K - $95.3K
|
11.3K
$314K
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6K- 8.96% |
$126K - $152K
|
61K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-6.27K- 12.45% |
$131K - $159K
|
44.1K
$1.22M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-7.23K- 99.07% |
$151K - $183K
|
68
$1.88K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.83K- 12.81% |
$164K - $198K
|
53.3K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.41K- 6.43% |
$176K - $213K
|
122K
$3.39M
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-9.39K- 2.82% |
$197K - $238K
|
323K
$8.96M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.6K- 6.22% |
$244K - $295K
|
176K
$4.86M
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-14.4K- 54.62% |
$301K - $363K
|
11.9K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22K- 59.28% |
$461K - $556K
|
15.1K
$418K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-22.1K- 32.87% |
$462K - $559K
|
45K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-27.7K- 1.45% |
$580K - $701K
|
1.88M
$52.2M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-32.4K- 20.19% |
$678K - $820K
|
128K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36.5K- 11.17% |
$765K - $924K
|
290K
$8.04M
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-36.9K- 12.9% |
$774K - $935K
|
249K
$6.91M
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.2K- 18.07% |
$800K - $967K
|
173K
$4.8M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41K- 24.8% |
$859K - $1.04M
|
124K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-46.4K- 4.35% |
$973K - $1.18M
|
1.02M
$28.3M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-51.3K- 42.95% |
$1.07M - $1.3M
|
68.1K
$1.89M
|