Purchases and Sales Made in Q3 2024 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69New |
$1.41K - $1.72K
|
69
$1.91K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
61+ 1.16% |
$1.25K - $1.52K
|
5.32K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$1.13K - $1.37K
|
55
$1.52K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 10.19% |
$1.11K - $1.35K
|
584
$16.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
48+ 0.36% |
$984 - $1.2K
|
13.5K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44+ 0.45% |
$902 - $1.1K
|
9.84K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
44+ 15.94% |
$902 - $1.1K
|
320
$8.87K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44+ 0.45% |
$902 - $1.1K
|
9.84K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$615 - $750
|
30
$831
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21New |
$431 - $525
|
21
$582
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16+ 22.22% |
$328 - $400
|
88
$2.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$123 - $150
|
6
$166
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$20.5 - $25
|
1
$27.7
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 13.89% |
$103 - $125
|
31
$859
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 5.01% |
$451 - $550
|
417
$11.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-140- 2.42% |
$2.87K - $3.5K
|
5.64K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-144- 40.11% |
$2.95K - $3.6K
|
215
$5.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-505- 17.55% |
$10.4K - $12.6K
|
2.37K
$65.8K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-569- 2.51% |
$11.7K - $14.2K
|
22.1K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-757- 35.59% |
$15.5K - $18.9K
|
1.37K
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.08K- 3.53% |
$22.1K - $26.9K
|
29.4K
$815K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.11K- 3.37% |
$22.8K - $27.8K
|
32K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.22K- 3.29% |
$25K - $30.4K
|
35.8K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.31K- 1.48% |
$26.8K - $32.7K
|
86.8K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.41K- 4.74% |
$28.9K - $35.2K
|
28.4K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-1.64K- 3.27% |
$33.6K - $40.9K
|
48.4K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.34K- 1.15% |
$48K - $58.5K
|
201K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 17.84% |
$59.9K - $73K
|
13.5K
$373K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-3K- 5.11% |
$61.5K - $75K
|
55.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-3.61K- 13.25% |
$74K - $90.2K
|
23.6K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.78K- 6.74% |
$77.4K - $94.4K
|
52.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.1K- 23.6% |
$84.1K - $102K
|
13.3K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.94K- 0.38% |
$101K - $123K
|
1.31M
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5K- 6.96% |
$103K - $125K
|
66.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-5.5K- 19.12% |
$113K - $137K
|
23.3K
$645K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.87K- 2.24% |
$141K - $172K
|
300K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.82K- 23.39% |
$160K - $195K
|
25.6K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.09K- 41.31% |
$166K - $202K
|
11.5K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-11.7K- 32.19% |
$240K - $293K
|
24.7K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 42.28% |
$366K - $447K
|
24.4K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.7K- 43.12% |
$383K - $467K
|
24.6K
$683K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 24.3% |
$528K - $644K
|
80.3K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-28K- 23.31% |
$573K - $699K
|
92K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-36.9K- 51.04% |
$756K - $921K
|
35.4K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-38K- 13.93% |
$780K - $951K
|
235K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-49.7K- 3.88% |
$1.02M - $1.24M
|
1.23M
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59K- 11.42% |
$1.21M - $1.47M
|
458K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67.3K- 95.12% |
$1.38M - $1.68M
|
3.45K
$95.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-68.2K- 15.9% |
$1.4M - $1.71M
|
361K
$10M
|