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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.3KNew |
$90.3K - $111K
|
4.3K
$109K
|
|
|
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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.36K+ 25.32% |
$70.6K - $87.1K
|
16.6K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.32K+ 62.43% |
$69.8K - $86.1K
|
8.65K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.91KNew |
$61.2K - $75.5K
|
2.91K
$73.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.58K+ 15.54% |
$54.2K - $66.9K
|
19.2K
$487K
|
|
|
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
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.49K+ 26.37% |
$31.3K - $38.6K
|
7.13K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.4K+ 2.16% |
$29.5K - $36.4K
|
66.4K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.2K+ 4.09% |
$25.3K - $31.2K
|
30.6K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
912New |
$19.2K - $23.6K
|
912
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 1.97% |
$18.9K - $23.3K
|
46.7K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 5.69% |
$16.2K - $20K
|
14.3K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
657+ 3.98% |
$13.8K - $17K
|
17.2K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
649+ 2.63% |
$13.6K - $16.8K
|
25.3K
$642K
|
|
|
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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 0.09% |
$7.86K - $9.69K
|
401K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
294+ 50.34% |
$6.18K - $7.62K
|
878
$22.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240New |
$5.04K - $6.22K
|
240
$6.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
237New |
$4.98K - $6.14K
|
237
$6.02K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
232New |
$4.87K - $6.01K
|
232
$5.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 0.52% |
$2.65K - $3.27K
|
24.5K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
56+ 0.25% |
$1.18K - $1.45K
|
22.1K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39New |
$819 - $1.01K
|
39
$990
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$630 - $778
|
60
$1.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$609 - $752
|
29
$736
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 46.3% |
$525 - $648
|
79
$2.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 4.38% |
$294 - $363
|
334
$8.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$231 - $285
|
11
$279
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 19.35% |
$126 - $156
|
37
$939
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
534KNew |
$10.9M - $13.3M
|
534K
$13.6M
|
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
77.3K+ 106.61% |
$1.58M - $1.93M
|
150K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.4K+ 20.42% |
$520K - $634K
|
150K
$3.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
15.7KNew |
$321K - $391K
|
15.7K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
12.5KNew |
$256K - $312K
|
12.5K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
11.8K+ 3.54% |
$242K - $295K
|
345K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.2KNew |
$210K - $256K
|
10.2K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Abs Direct Equity Fund LLC
Greenwich, CT |
BUY
|
- |
10K+ 40.0% |
$205K - $250K
|
35K
$889K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.03K+ 25.84% |
$165K - $201K
|
39.1K
$993K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.12KNew |
$105K - $128K
|
5.12K
$130K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.82K+ 5.32% |
$37.3K - $45.5K
|
36K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
233New |
$4.78K - $5.82K
|
233
$5.92K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$4.1K - $5K
|
200
$5.08K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
165New |
$3.38K - $4.12K
|
165
$4.19K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69New |
$1.41K - $1.72K
|
69
$1.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$1.13K - $1.37K
|
55
$1.4K
|
|