Institutional Ownership I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
57,863
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 66.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
53,902
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 200.29%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
52,280
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
52,212
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
51,045
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
48,745
shares
|
$1.21 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
48,500
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Nov 14, 2024 Q3 2024 |
48,363
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
48,200
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
Added 13.15%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
46,000
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.86%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
45,800
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2023
Reduced 9.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,973
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 30.53%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
42,918
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Added 252.48%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
41,036
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 112.32%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
39,888
shares
|
$992,812
0.0% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,099
shares
|
$973,174
0.0% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
35,545
shares
|
$884,715
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,351
shares
|
$879,886
0.0% of portfolio
|
Q3 2024
Reduced 51.04%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
32,970
shares
|
$820,623
0.0% of portfolio
|
Q4 2024
Reduced 90.86%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
32,386
shares
|
$806,087
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,976
shares
|
$795,882
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
29,403
shares
|
$731,840
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
28,357
shares
|
$705,805
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,027
shares
|
$672,702
0.0% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,625
shares
|
$637,806
0.0% of portfolio
|
Q3 2024
Reduced 23.39%
|