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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
32KNew |
$605K - $761K
|
32K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
337KNew |
$6.38M - $8.02M
|
337K
$8.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
51.6K+ 39.64% |
$976K - $1.23M
|
182K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
50KNew |
$947K - $1.19M
|
50K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
1.15K+ 1.78% |
$21.7K - $27.3K
|
65.7K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46K+ 2.65% |
$872K - $1.1M
|
1.78M
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
13.9KNew |
$263K - $330K
|
13.9K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
52.1K+ 14.8% |
$986K - $1.24M
|
404K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-115K- 66.55% |
$2.18M - $2.74M
|
57.9K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 5.89% |
$2.31K - $2.9K
|
1.95K
$49.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32- 62.75% |
$606 - $761
|
19
$483
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23New |
$435 - $547
|
23
$584
|
|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
13.5KNew |
$256K - $321K
|
13.5K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
48.7KNew |
$923K - $1.16M
|
48.7K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
475New |
$8.99K - $11.3K
|
475
$12.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.2KNew |
$514K - $646K
|
27.2K
$690K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2New |
$37.9 - $47.6
|
2
$50.8
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
52New |
$960 - $1.19K
|
52
$1.32K
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
30KNew |
$554K - $689K
|
30K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270New |
$4.99K - $6.2K
|
270
$6.86K
|
|
|
May 15, 2024
Q1 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
100KNew |
$1.85M - $2.3M
|
100K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
50.7KNew |
$936K - $1.16M
|
50.7K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4K+ 8.65% |
$99.7K - $124K
|
67.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
81.6KNew |
$1.51M - $1.87M
|
81.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$169K - $211K
|
9.17K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
29.8K+ 24.82% |
$550K - $684K
|
150K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-11K- 23.61% |
$203K - $252K
|
35.5K
$902K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-95- 0.85% |
$1.75K - $2.18K
|
11.1K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
179KNew |
$3.31M - $4.11M
|
179K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.96K- 27.27% |
$129K - $160K
|
18.6K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$351 - $436
|
19
$483
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.2KNew |
$300K - $373K
|
16.2K
$412K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.4KNew |
$155K - $193K
|
8.4K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.6K+ 13.15% |
$103K - $129K
|
48.2K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470New |
$8.68K - $10.8K
|
470
$11.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$20.5K - $25.5K
|
1.11K
$28.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.43K- 76.74% |
$44.9K - $55.8K
|
737
$18.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
64.9KNew |
$1.2M - $1.49M
|
64.9K
$1.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.74KNew |
$180K - $224K
|
9.74K
$247K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.04K- 6.19% |
$19.2K - $23.9K
|
15.8K
$401K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-524K- 95.08% |
$9.5M - $11.4M
|
27.1K
$688K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 76.8% |
$158K - $190K
|
20K
$509K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 43.44% |
$205K - $247K
|
14.8K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.8KNew |
$378K - $454K
|
20.8K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.4K- 44.81% |
$1.15M - $1.38M
|
78.1K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$174K - $209K
|
9.59K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
48New |
$871 - $1.04K
|
48
$1.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.2KNew |
$457K - $548K
|
25.2K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.1KNew |
$38.1K - $45.7K
|
2.1K
$53.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
806New |
$14.6K - $17.5K
|
806
$20.5K
|
|