Purchases and Sales Made in Q4 2023 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.62K- 83.38% |
$65.7K - $78.9K
|
722
$20K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.01K- 9.45% |
$72.7K - $87.2K
|
38.4K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.6K- 9.13% |
$83.4K - $100K
|
45.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-4.67K- 7.58% |
$84.6K - $102K
|
56.9K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-4.99K- 1.54% |
$90.5K - $109K
|
318K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5K- 8.2% |
$90.7K - $109K
|
56K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.95K- 2.05% |
$108K - $129K
|
284K
$7.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.16K- 1.89% |
$166K - $199K
|
475K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 43.44% |
$205K - $247K
|
14.8K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-14K- 1.08% |
$255K - $306K
|
1.29M
$35.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-17K- 17.56% |
$308K - $370K
|
79.8K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.6K- 17.62% |
$337K - $405K
|
87K
$2.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 33.3% |
$420K - $504K
|
46.3K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-26.5K- 46.89% |
$480K - $577K
|
30K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-32.9K- 38.23% |
$597K - $716K
|
53.1K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-36.8K- 46.35% |
$668K - $801K
|
42.6K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.6K- 6.86% |
$773K - $928K
|
579K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.4K- 44.81% |
$1.15M - $1.38M
|
78.1K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-70.7K- 13.01% |
$1.28M - $1.54M
|
473K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.2K- 48.67% |
$1.4M - $1.68M
|
81.4K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-81.4K- 22.15% |
$1.48M - $1.77M
|
286K
$7.93M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-82.9K- 24.11% |
$1.5M - $1.8M
|
261K
$7.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-94.8K- 54.77% |
$1.72M - $2.06M
|
78.3K
$2.17M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 45.87% |
$2.15M - $2.58M
|
140K
$3.87M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-136K- 45.49% |
$2.47M - $2.97M
|
163K
$4.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Voss Capital, LLC
Houston, TX |
SELL
|
- |
-172K- 18.36% |
$3.12M - $3.75M
|
765K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-497K- 94.98% |
$9.01M - $10.8M
|
26.3K
$727K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-524K- 95.08% |
$9.5M - $11.4M
|
27.1K
$750K
|