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 164 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 $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,296
shares
|
$101,815
0.0% of portfolio
|
Q4 2024
Reduced 46.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,912
shares
|
$69,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,330
shares
|
$55,221
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,239
shares
|
$53,064
0.0% of portfolio
|
Q3 2023
Added 44.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,950
shares
|
$46,215
0.0% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,950
shares
|
$46,215
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,370
shares
|
$32,469
0.0% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,231
shares
|
$29,174
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
912
shares
|
$21,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
878
shares
|
$20,808
0.0% of portfolio
|
Q4 2024
Added 50.34%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
737
shares
|
$17,466
0.0% of portfolio
|
Q1 2024
Reduced 76.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
681
shares
|
$16,139
0.0% of portfolio
|
Q4 2024
Added 796.05%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
500
shares
|
$11,850
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
417
shares
|
$9,882
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
334
shares
|
$7,915
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
270
shares
|
$6,399
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
265
shares
|
$6,280
0.0% of portfolio
|
Q3 2020
Reduced 88.09%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
240
shares
|
$5,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
237
shares
|
$5,616
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
233
shares
|
$5,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
232
shares
|
$5,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
144
shares
|
$3,412
0.0% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
79
shares
|
$1,872
0.0% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
72
shares
|
$1,706
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
Added 100.0%
|