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 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-20.2K- 1.12% |
$425K - $524K
|
1.79M
$45.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
578KNew |
$12.1M - $15M
|
578K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-164- 0.23% |
$3.45K - $4.25K
|
70.9K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
24.2K+ 49.8% |
$507K - $626K
|
72.7K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.4K+ 2.16% |
$29.5K - $36.4K
|
66.4K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$609 - $752
|
29
$737
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$630 - $778
|
60
$1.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 4.38% |
$294 - $363
|
334
$8.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 46.3% |
$525 - $648
|
79
$2.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-296- 2.54% |
$6.22K - $7.67K
|
11.4K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
167K+ 1855.87% |
$3.51M - $4.32M
|
176K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-286- 0.8% |
$6.01K - $7.41K
|
35.5K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
184KNew |
$3.86M - $4.76M
|
184K
$4.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
32.4KNew |
$680K - $839K
|
32.4K
$823K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16- 18.18% |
$336 - $415
|
72
$1.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-230- 0.33% |
$4.83K - $5.96K
|
69.8K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240New |
$5.04K - $6.22K
|
240
$6.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 99.91% |
$23.6K - $29.2K
|
1
$25.4
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.32K+ 62.43% |
$69.8K - $86.1K
|
8.65K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 19.35% |
$126 - $156
|
37
$940
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-328K- 90.86% |
$6.89M - $8.5M
|
33K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
6.24K+ 38.55% |
$131K - $162K
|
22.4K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.71K- 8.45% |
$99K - $122K
|
51K
$1.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
232New |
$4.87K - $6.01K
|
232
$5.89K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.04K- 2.35% |
$148K - $183K
|
293K
$7.43M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.82K+ 5.32% |
$37.3K - $45.5K
|
36K
$914K
|
|
|
Nov 15, 2024
Q3 2024
|
Abs Direct Equity Fund LLC
Greenwich, CT |
BUY
|
- |
10K+ 40.0% |
$205K - $250K
|
35K
$889K
|
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
15.7KNew |
$321K - $391K
|
15.7K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
12.5KNew |
$256K - $312K
|
12.5K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-757- 35.59% |
$15.5K - $18.9K
|
1.37K
$34.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.4K+ 20.42% |
$520K - $634K
|
150K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.2KNew |
$210K - $256K
|
10.2K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.12KNew |
$105K - $128K
|
5.12K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$123 - $150
|
6
$152
|
|
|
Nov 13, 2024
Q3 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5K- 6.96% |
$103K - $125K
|
66.8K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$1.13K - $1.37K
|
55
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
11.8K+ 3.54% |
$242K - $295K
|
345K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-38K- 13.93% |
$780K - $951K
|
235K
$5.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233New |
$4.78K - $5.82K
|
233
$5.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
534KNew |
$10.9M - $13.3M
|
534K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21New |
$431 - $525
|
21
$533
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
165New |
$3.38K - $4.12K
|
165
$4.19K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.03K+ 25.84% |
$165K - $201K
|
39.1K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.11K- 3.37% |
$22.8K - $27.8K
|
32K
$812K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69New |
$1.41K - $1.72K
|
69
$1.75K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$4.1K - $5K
|
200
$5.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 5.01% |
$451 - $550
|
417
$10.6K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-37.4K- 57.91% |
$708K - $889K
|
27.2K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-116- 1.19% |
$2.2K - $2.76K
|
9.62K
$244K
|
|