Latest Institutional Purchases of I3 Verticals, Inc. (IIIV)
This list provides information on the latest institutional transactions involving I3 Verticals, Inc. (IIIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
779K+ 485.85% |
$21.7M - $25.7M
|
939K
$27.1M
|
|
|
Nov 06, 2025
Q3 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
375K+ 159.88% |
$10.4M - $12.4M
|
610K
$17.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
112K+ 162.7% |
$3.11M - $3.69M
|
181K
$5.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107K+ 19.63% |
$2.99M - $3.54M
|
655K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
102KNew |
$2.83M - $3.35M
|
102K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
96.9KNew |
$2.69M - $3.19M
|
96.9K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
94.9K+ 59.4% |
$2.64M - $3.13M
|
255K
$7.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
90K+ 225.0% |
$2.5M - $2.97M
|
130K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
88.8KNew |
$2.47M - $2.93M
|
88.8K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.3KNew |
$1.9M - $2.25M
|
68.3K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.8KNew |
$1.55M - $1.84M
|
55.8K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 56.25% |
$1.49M - $1.77M
|
149K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
47.5K+ 22.7% |
$1.32M - $1.57M
|
257K
$7.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
45.9K+ 10.85% |
$1.28M - $1.51M
|
469K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
41K+ 18.15% |
$1.14M - $1.35M
|
267K
$7.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Teton Advisors, LLC
Greenwich, CT |
BUY
|
- |
35KNew |
$973K - $1.15M
|
35K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
34.7K+ 49.65% |
$965K - $1.14M
|
105K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2KNew |
$867K - $1.03M
|
31.2K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
28.9K+ 25.13% |
$804K - $952K
|
144K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24.7KNew |
$686K - $813K
|
24.7K
$711K
|
|
|
Nov 12, 2025
Q3 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
23.7K+ 2.07% |
$659K - $780K
|
1.17M
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.1KNew |
$502K - $595K
|
18.1K
$521K
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
16.7KNew |
$464K - $549K
|
16.7K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 3056.56% |
$460K - $545K
|
17.1K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15.2KNew |
$421K - $499K
|
15.2K
$437K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.1KNew |
$421K - $499K
|
15.1K
$437K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.1KNew |
$421K - $498K
|
15.1K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15.1K+ 129.31% |
$419K - $497K
|
26.7K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.5KNew |
$348K - $412K
|
12.5K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.4K+ 2.06% |
$318K - $377K
|
566K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10.8K+ 1.41% |
$301K - $357K
|
777K
$22.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
10.8KNew |
$300K - $356K
|
10.8K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 116.87% |
$299K - $355K
|
20K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.3K+ 1.59% |
$286K - $339K
|
658K
$19M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$284K - $337K
|
10.2K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.17KNew |
$255K - $302K
|
9.17K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.75K+ 58.09% |
$243K - $288K
|
23.8K
$687K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.75KNew |
$243K - $288K
|
8.75K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.31KNew |
$231K - $274K
|
8.31K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.22KNew |
$201K - $238K
|
7.22K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.85KNew |
$191K - $226K
|
6.85K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.72KNew |
$187K - $221K
|
6.72K
$194K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.21KNew |
$173K - $205K
|
6.21K
$179K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.89K+ 18.58% |
$136K - $161K
|
31.2K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.7K+ 4.55% |
$131K - $155K
|
108K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.09K+ 21.12% |
$114K - $135K
|
23.4K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.45KNew |
$68K - $80.6K
|
2.45K
$70.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32KNew |
$64.6K - $76.6K
|
2.32K
$67K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.28K+ 1.19% |
$63.4K - $75.1K
|
193K
$5.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06K+ 5.8% |
$57.3K - $67.9K
|
37.6K
$1.08M
|
|