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 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
133K+ 74.93% |
$2.48M - $3.5M
|
311K
$7.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-16.4K- 63.06% |
$305K - $431K
|
9.61K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
25KNew |
$466K - $657K
|
25K
$635K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.01KNew |
$168K - $237K
|
9.01K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$213K - $300K
|
11.4K
$290K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 34.62% |
$168 - $237
|
17
$432
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.3KNew |
$676K - $954K
|
36.3K
$922K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-32.3K- 23.19% |
$602K - $850K
|
107K
$2.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 262.96% |
$1.32K - $1.87K
|
98
$2.49K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32New |
$596 - $841
|
32
$813
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7KNew |
$199K - $281K
|
10.7K
$272K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.58% |
$139 - $207
|
1.21K
$30.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-188- 1.19% |
$3.73K - $5.56K
|
15.6K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.7K- 38.42% |
$153K - $228K
|
12.3K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9KNew |
$216K - $322K
|
10.9K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$2.98K - $4.44K
|
150
$3.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
464New |
$9.22K - $13.7K
|
464
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$274K - $408K
|
13.8K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$43.5K - $64.8K
|
2.19K
$55.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$541K - $807K
|
27.2K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-59- 0.16% |
$1.17K - $1.75K
|
37.9K
$963K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
592New |
$11.8K - $17.5K
|
592
$15K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17KNew |
$337K - $503K
|
17K
$432K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 99.34% |
$22.8K - $31K
|
7
$178
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
16K+ 213.69% |
$348K - $474K
|
23.5K
$596K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
38.8KNew |
$845K - $1.15M
|
38.8K
$985K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.5KNew |
$425K - $579K
|
19.5K
$496K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.69KClosed |
$168K - $228K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-26- 0.55% |
$567 - $771
|
4.74K
$120K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7Closed |
$153 - $207
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.23KNew |
$26.8K - $36.5K
|
1.23K
$31.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$8.72K - $11.9K
|
400
$10.2K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
40New |
$872 - $1.19K
|
40
$1.02K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
482New |
$10.5K - $14.3K
|
482
$12.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
229KNew |
$4.99M - $6.79M
|
229K
$5.82M
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.07KNew |
$169K - $228K
|
8.07K
$205K
|
|
|
May 17, 2022
Q1 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-103KClosed |
$2.17M - $2.91M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-10KClosed |
$210K - $282K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$330K - $444K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.5KClosed |
$219K - $295K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-12.1KClosed |
$254K - $341K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100New |
$2.1K - $2.82K
|
100
$2.54K
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-47.9KClosed |
$1.01M - $1.35M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
5.1K+ 16.89% |
$107K - $144K
|
35.3K
$897K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$227K - $304K
|
10.8K
$274K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-12.2KClosed |
$256K - $344K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85Closed |
$1.52K - $2.18K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.95KNew |
$34.9K - $49.9K
|
1.95K
$49.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-72Closed |
$1.29K - $1.84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-4.35KClosed |
$77.9K - $111K
|
0
$0
|
|