Purchases and Sales Made in Q2 2022 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q2 2022. The information is specifically focused on institutions that hold shares of i3 Verticals, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
784New |
$17.1K - $23.2K
|
784
$21.7K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
740+ 1.31% |
$16.1K - $21.9K
|
57.4K
$1.59M
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700New |
$15.3K - $20.7K
|
700
$19.4K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
505+ 34.33% |
$11K - $15K
|
1.98K
$54.8K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
482New |
$10.5K - $14.3K
|
482
$13.4K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$8.72K - $11.9K
|
400
$11.1K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
191New |
$4.16K - $5.66K
|
191
$5.29K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
121New |
$2.64K - $3.59K
|
121
$3.35K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
99+ 0.62% |
$2.16K - $2.93K
|
16K
$442K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
40New |
$872 - $1.19K
|
40
$1.11K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
21New |
$458 - $622
|
21
$582
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 31.58% |
$131 - $178
|
13
$360
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7Closed |
$153 - $207
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-26- 0.55% |
$567 - $771
|
4.74K
$131K
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-37- 0.25% |
$806 - $1.1K
|
14.9K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-37- 1.06% |
$806 - $1.1K
|
3.45K
$95.5K
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-71- 0.76% |
$1.55K - $2.1K
|
9.24K
$256K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-71- 0.76% |
$1.55K - $2.1K
|
9.24K
$256K
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-75- 0.02% |
$1.63K - $2.22K
|
333K
$9.24M
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-75- 0.02% |
$1.63K - $2.22K
|
333K
$9.24M
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$2.18K - $2.96K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-191Closed |
$4.16K - $5.66K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-307- 2.89% |
$6.69K - $9.1K
|
10.3K
$286K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-483- 2.63% |
$10.5K - $14.3K
|
17.9K
$495K
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-493- 0.73% |
$10.7K - $14.6K
|
66.8K
$1.85M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-538- 4.36% |
$11.7K - $15.9K
|
11.8K
$327K
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600Closed |
$13.1K - $17.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-662- 0.84% |
$14.4K - $19.6K
|
78.3K
$2.17M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 99.34% |
$22.8K - $31K
|
7
$194
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.61K- 50.61% |
$35.1K - $47.7K
|
1.57K
$43.5K
|
|
Jul 20, 2022
Q2 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-1.72K- 1.89% |
$37.4K - $50.8K
|
89K
$2.47M
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.79K- 4.82% |
$38.9K - $52.9K
|
35.3K
$977K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.88K- 27.27% |
$40.9K - $55.6K
|
5.01K
$139K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.48K- 69.13% |
$53.9K - $73.4K
|
1.11K
$30.6K
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.5K- 13.26% |
$54.5K - $74.1K
|
16.4K
$453K
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.99K- 1.61% |
$65.1K - $88.6K
|
183K
$5.07M
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.11K- 7.56% |
$67.7K - $92.1K
|
38K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 1.44% |
$68.1K - $92.6K
|
213K
$5.92M
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.92K- 1.01% |
$85.4K - $116K
|
383K
$10.6M
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-5.12K- 52.4% |
$111K - $152K
|
4.65K
$129K
|
|
Jul 20, 2022
Q2 2022
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.45K- 29.91% |
$119K - $162K
|
12.8K
$354K
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.44K- 23.84% |
$140K - $191K
|
20.6K
$570K
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.25KClosed |
$158K - $215K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.45KClosed |
$162K - $221K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.69KClosed |
$168K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.54K- 4.25% |
$186K - $253K
|
192K
$5.33M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.66K- 7.11% |
$210K - $286K
|
126K
$3.5M
|
|
Aug 15, 2022
Q2 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.74KClosed |
$212K - $289K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.97K- 4.17% |
$217K - $295K
|
229K
$6.35M
|