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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.5K- 30.4% |
$1.12M - $1.35M
|
122K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.1K- 30.34% |
$1.45M - $1.75M
|
159K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-83.8K- 49.33% |
$1.76M - $2.12M
|
86K
$2.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-98.9K- 67.89% |
$2.07M - $2.51M
|
46.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Meros Investment Management, LP
Dallas, TX |
SELL
|
- |
-123K- 65.23% |
$2.59M - $3.12M
|
65.7K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-216K- 37.0% |
$4.52M - $5.46M
|
367K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-284K- 76.75% |
$5.96M - $7.2M
|
86.1K
$2.39M
|