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 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.1KNew |
$38.1K - $45.7K
|
2.1K
$51.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.43KNew |
$26K - $31.2K
|
1.43K
$35.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 36.88% |
$24.4K - $29.3K
|
4.99K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
959New |
$17.4K - $20.9K
|
959
$23.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
953+ 3.91% |
$17.3K - $20.7K
|
25.3K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
806New |
$14.6K - $17.5K
|
806
$19.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
791New |
$14.3K - $17.2K
|
791
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
521New |
$9.45K - $11.3K
|
521
$12.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$1.14K - $1.37K
|
63
$1.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
48New |
$871 - $1.04K
|
48
$1.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$181 - $218
|
10
$246
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
107KNew |
$2.24M - $2.7M
|
107K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50.7K+ 24.21% |
$1.06M - $1.28M
|
260K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2KNew |
$319K - $385K
|
15.2K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.1KNew |
$253K - $306K
|
12.1K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
687+ 44.27% |
$14.4K - $17.4K
|
2.24K
$55.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
618New |
$13K - $15.6K
|
618
$15.2K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115KNew |
$2.4M - $2.89M
|
115K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
50K+ 29.21% |
$1.05M - $1.26M
|
221K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
21.2KNew |
$444K - $534K
|
21.2K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.4KNew |
$385K - $464K
|
18.4K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$339K - $408K
|
16.2K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$14K - $16.9K
|
670
$16.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
426+ 4.9% |
$8.91K - $10.7K
|
9.12K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
93New |
$1.95K - $2.34K
|
93
$2.29K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
115KNew |
$2.67M - $3.44M
|
115K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
26.7KNew |
$616K - $794K
|
26.7K
$655K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
20.6K+ 1032.45% |
$477K - $615K
|
22.6K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
15.2KNew |
$351K - $452K
|
15.2K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
4.43KNew |
$102K - $132K
|
4.43K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$53.6K - $69.1K
|
2.32K
$57K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.23K+ 7.82% |
$51.5K - $66.4K
|
30.7K
$756K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.6K+ 17.77% |
$37.1K - $47.8K
|
10.6K
$261K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
133K+ 74.93% |
$2.48M - $3.5M
|
311K
$7.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.3KNew |
$676K - $954K
|
36.3K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
25KNew |
$466K - $657K
|
25K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$213K - $300K
|
11.4K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.01KNew |
$168K - $237K
|
9.01K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$7.45K - $10.5K
|
400
$9.84K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 262.96% |
$1.32K - $1.87K
|
98
$2.41K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32New |
$596 - $841
|
32
$787
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$541K - $807K
|
27.2K
$670K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17KNew |
$337K - $503K
|
17K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$274K - $408K
|
13.8K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9KNew |
$216K - $322K
|
10.9K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$43.5K - $64.8K
|
2.19K
$53.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
592New |
$11.8K - $17.5K
|
592
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
464New |
$9.22K - $13.7K
|
464
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150New |
$2.98K - $4.44K
|
150
$3.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.58% |
$139 - $207
|
1.21K
$29.8K
|
|