Purchases and Sales Made in Q4 2024 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q4 2024. 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 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.3KNew |
$90.3K - $111K
|
4.3K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.37K+ 0.63% |
$70.9K - $87.4K
|
538K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.36K+ 25.32% |
$70.6K - $87.1K
|
16.6K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.32K+ 62.43% |
$69.8K - $86.1K
|
8.65K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.91KNew |
$61.2K - $75.5K
|
2.91K
$71.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.58K+ 15.54% |
$54.2K - $66.9K
|
19.2K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.16K+ 16.01% |
$45.3K - $55.9K
|
15.6K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.81K+ 52.42% |
$38K - $46.9K
|
5.26K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.49K+ 26.37% |
$31.3K - $38.6K
|
7.13K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.4K+ 2.16% |
$29.5K - $36.4K
|
66.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.2K+ 4.09% |
$25.3K - $31.2K
|
30.6K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
912New |
$19.2K - $23.6K
|
912
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 1.97% |
$18.9K - $23.3K
|
46.7K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 5.69% |
$16.2K - $20K
|
14.3K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
657+ 3.98% |
$13.8K - $17K
|
17.2K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
649+ 2.63% |
$13.6K - $16.8K
|
25.3K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
605+ 796.05% |
$12.7K - $15.7K
|
681
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
475+ 0.52% |
$9.98K - $12.3K
|
92.5K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 0.09% |
$7.86K - $9.69K
|
401K
$9.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
294+ 50.34% |
$6.18K - $7.62K
|
878
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
240New |
$5.04K - $6.22K
|
240
$5.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
237New |
$4.98K - $6.14K
|
237
$5.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
232New |
$4.87K - $6.01K
|
232
$5.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 0.52% |
$2.65K - $3.27K
|
24.5K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
56+ 0.25% |
$1.18K - $1.45K
|
22.1K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39New |
$819 - $1.01K
|
39
$959
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$630 - $778
|
60
$1.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$609 - $752
|
29
$713
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 46.3% |
$525 - $648
|
79
$1.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 4.38% |
$294 - $363
|
334
$8.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$231 - $285
|
11
$270
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 19.35% |
$126 - $156
|
37
$910
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16- 18.18% |
$336 - $415
|
72
$1.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28- 0.03% |
$588 - $726
|
86.8K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43- 1.81% |
$903 - $1.11K
|
2.33K
$57.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 33.02% |
$1.49K - $1.84K
|
144
$3.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-164- 0.23% |
$3.45K - $4.25K
|
70.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-197- 0.45% |
$4.14K - $5.11K
|
43.8K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-230- 0.33% |
$4.83K - $5.96K
|
69.8K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-286- 0.8% |
$6.01K - $7.41K
|
35.5K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-296- 2.54% |
$6.22K - $7.67K
|
11.4K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-800- 0.1% |
$16.8K - $20.7K
|
812K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 99.91% |
$23.6K - $29.2K
|
1
$24.6
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 6.82% |
$24.7K - $30.5K
|
16.1K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.2K- 2.93% |
$25.3K - $31.2K
|
39.8K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 15.51% |
$43.9K - $54.1K
|
11.4K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-2.29K- 4.74% |
$48.2K - $59.5K
|
46.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.58K- 1.84% |
$54.2K - $66.9K
|
138K
$3.39M
|