Purchases and Sales Made in Q4 2023 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.81K+ 211.48% |
$69.2K - $83K
|
5.62K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
3.44K+ 0.64% |
$62.4K - $74.9K
|
541K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
3.18K+ 4673.53% |
$57.6K - $69.2K
|
3.25K
$89.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 4.16% |
$50.4K - $60.5K
|
69.6K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.77K+ 29.28% |
$50.3K - $60.3K
|
12.2K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.67K+ 8.66% |
$48.4K - $58.1K
|
33.5K
$927K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 2.92% |
$41.1K - $49.4K
|
79.9K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.1KNew |
$38.1K - $45.7K
|
2.1K
$58.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.84K+ 30.98% |
$33.3K - $40K
|
7.76K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.49K+ 13.53% |
$27.1K - $32.5K
|
12.5K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.43KNew |
$26K - $31.2K
|
1.43K
$39.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 36.88% |
$24.4K - $29.3K
|
4.99K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.17K+ 205.24% |
$21.3K - $25.6K
|
1.75K
$48.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.15K+ 0.52% |
$20.8K - $24.9K
|
220K
$6.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.03K+ 2.44% |
$18.6K - $22.3K
|
43K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
959New |
$17.4K - $20.9K
|
959
$26.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
953+ 3.91% |
$17.3K - $20.7K
|
25.3K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
806New |
$14.6K - $17.5K
|
806
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
800+ 1.82% |
$14.5K - $17.4K
|
44.9K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
791New |
$14.3K - $17.2K
|
791
$21.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
574+ 43.68% |
$10.4K - $12.5K
|
1.89K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
521New |
$9.45K - $11.3K
|
521
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
501+ 0.4% |
$9.09K - $10.9K
|
125K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
225+ 0.49% |
$4.08K - $4.9K
|
46.5K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69+ 0.46% |
$1.25K - $1.5K
|
15.2K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
67New |
$1.22K - $1.46K
|
67
$1.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$1.14K - $1.37K
|
63
$1.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
48New |
$871 - $1.04K
|
48
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$181 - $218
|
10
$277
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
8+ 0.09% |
$145 - $174
|
8.99K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-12- 0.31% |
$218 - $261
|
3.81K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-18- 0.18% |
$327 - $392
|
9.73K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-46- 0.41% |
$834 - $1K
|
11.2K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-111- 0.03% |
$2.01K - $2.42K
|
401K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145- 0.17% |
$2.63K - $3.16K
|
86.1K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-217- 1.66% |
$3.94K - $4.72K
|
12.8K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-219- 6.47% |
$3.97K - $4.77K
|
3.17K
$87.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-301- 0.71% |
$5.46K - $6.55K
|
42.1K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-376- 2.44% |
$6.82K - $8.19K
|
15.1K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-636- 1.68% |
$11.5K - $13.8K
|
37.2K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-783- 1.47% |
$14.2K - $17K
|
52.5K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-927- 12.46% |
$16.8K - $20.2K
|
6.52K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.01K- 3.97% |
$18.3K - $22K
|
24.4K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.11K- 43.13% |
$20.1K - $24.1K
|
1.46K
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.13K- 6.69% |
$20.5K - $24.6K
|
15.8K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.48K- 2.44% |
$26.8K - $32.2K
|
59K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.54K- 9.79% |
$27.9K - $33.5K
|
14.2K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.83K- 13.15% |
$33.1K - $39.7K
|
12.1K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 36.49% |
$57.1K - $68.5K
|
5.48K
$152K
|