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 147 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 $592 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$288,549
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,842
shares
|
$277,741
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
9,615
shares
|
$271,335
0.0% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
8,646
shares
|
$243,990
0.0% of portfolio
|
Q4 2024
Added 62.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,052
shares
|
$227,227
0.0% of portfolio
|
Q3 2024
Added 65.68%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,887
shares
|
$194,351
0.02% of portfolio
|
Q4 2024
Added 688600.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
5,642
shares
|
$159,217
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
5,124
shares
|
$144,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
4,992
shares
|
$140,874
0.0% of portfolio
|
Q4 2023
Added 36.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,451
shares
|
$97,387
0.0% of portfolio
|
Q3 2024
Reduced 95.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,330
shares
|
$65,752
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,239
shares
|
$63,184
0.0% of portfolio
|
Q3 2023
Added 44.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,950
shares
|
$55,029
0.0% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,950
shares
|
$55,029
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,370
shares
|
$38,661
0.0% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,231
shares
|
$34,738
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
737
shares
|
$20,798
0.0% of portfolio
|
Q1 2024
Reduced 76.74%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
584
shares
|
$16,480
0.0% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
500
shares
|
$14,110
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
417
shares
|
$11,767
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
334
shares
|
$9,425
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
270
shares
|
$7,619
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
265
shares
|
$7,478
0.0% of portfolio
|
Q3 2020
Reduced 88.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
240
shares
|
$6,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
233
shares
|
$6,575
0.0% of portfolio
|
Q3 2024
New holding
|