Latest Institutional Transactions on I3 Verticals, Inc. (IIIV)
This table provides information on the latest institutional transactions involving I3 Verticals, Inc. (IIIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 0.09% |
$7.86K - $9.69K
|
401K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
23.4K+ 44.8% |
$491K - $606K
|
75.6K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-48.9K- 13.8% |
$1.03M - $1.27M
|
305K
$7.76M
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.9KNew |
$314K - $387K
|
14.9K
$379K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28- 0.03% |
$588 - $726
|
86.8K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$322K - $397K
|
15.3K
$389K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
605+ 796.05% |
$12.7K - $15.7K
|
681
$17.3K
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
475+ 0.52% |
$9.98K - $12.3K
|
92.5K
$2.35M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.2K+ 19.98% |
$613K - $757K
|
175K
$4.45M
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-36.1K- 37.23% |
$759K - $936K
|
60.9K
$1.55M
|
|
Feb 13, 2025
Q4 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
23.1K+ 3.53% |
$485K - $598K
|
676K
$17.2M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 0.52% |
$2.65K - $3.27K
|
24.5K
$623K
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 28.28% |
$620K - $765K
|
134K
$3.4M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.76K- 46.65% |
$78.9K - $97.4K
|
4.3K
$109K
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
67.5K+ 32.29% |
$1.42M - $1.75M
|
277K
$7.02M
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9K- 19.57% |
$189K - $233K
|
37K
$940K
|
|
Feb 13, 2025
Q4 2024
|
Voss Capital, LLC
Houston, TX |
SELL
|
- |
-670K- 85.91% |
$14.1M - $17.4M
|
110K
$2.79M
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.16K+ 16.01% |
$45.3K - $55.9K
|
15.6K
$397K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.81K+ 52.42% |
$38K - $46.9K
|
5.26K
$134K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.58K+ 15.54% |
$54.2K - $66.9K
|
19.2K
$487K
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
36.1KNew |
$759K - $936K
|
36.1K
$917K
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-5.02K- 33.47% |
$105K - $130K
|
9.98K
$253K
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-800- 0.1% |
$16.8K - $20.7K
|
812K
$20.6M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04K+ 61.32% |
$127K - $156K
|
15.9K
$403K
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.49K+ 26.37% |
$31.3K - $38.6K
|
7.13K
$181K
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.4KNew |
$806K - $995K
|
38.4K
$975K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.42K+ 38.45% |
$92.8K - $115K
|
15.9K
$404K
|
|
Feb 12, 2025
Q4 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
237New |
$4.98K - $6.14K
|
237
$6.02K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.36K+ 25.32% |
$70.6K - $87.1K
|
16.6K
$422K
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$354K - $437K
|
16.9K
$429K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.87K+ 6.07% |
$102K - $126K
|
85.2K
$2.16M
|
|
Feb 12, 2025
Q4 2024
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
46.7K+ 5.0% |
$981K - $1.21M
|
980K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
657+ 3.98% |
$13.8K - $17K
|
17.2K
$436K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
294+ 50.34% |
$6.18K - $7.62K
|
878
$22.3K
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.37K+ 0.63% |
$70.9K - $87.4K
|
538K
$13.7M
|
|
Feb 12, 2025
Q4 2024
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
911KNew |
$19.1M - $23.6M
|
911K
$23.1M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12K+ 79.27% |
$251K - $310K
|
27.1K
$687K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 5.69% |
$16.2K - $20K
|
14.3K
$363K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.3KNew |
$90.3K - $111K
|
4.3K
$109K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.79KNew |
$122K - $150K
|
5.79K
$147K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 25.73% |
$2.16M - $2.66M
|
296K
$7.53M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.3K+ 1.48% |
$406K - $501K
|
1.33M
$33.7M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.91KNew |
$103K - $127K
|
4.91K
$125K
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
52.5K+ 10.74% |
$1.1M - $1.36M
|
541K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 1.97% |
$18.9K - $23.3K
|
46.7K
$1.19M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43- 1.81% |
$903 - $1.11K
|
2.33K
$59.2K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 33.02% |
$1.49K - $1.84K
|
144
$3.66K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.89K+ 688600.0% |
$145K - $178K
|
6.89K
$175K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.57K- 4.94% |
$201K - $248K
|
184K
$4.68M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 6.82% |
$24.7K - $30.5K
|
16.1K
$409K
|