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Get Institutions for : 
I3 Verticals Inc (IIIV)  
$19.98 0.07 (0.35%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    4
Total shares held : 
 20,395,329  
% of shares held : 
 85.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 -510,179  
% of shares held change : 
   -2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.39  
Last Quarter's Ending Price : 
 $21.17  
Last Quarter's Average Price : 
 $20.06  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (0.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 160,916
 0.79%
 
Increased Positions :
57
 1,648,413
 8.08%
 
Unchanged Positions :
26
 1,414,182
 6.93%
 
Decreased Positions :
47
-1,377,028
-6.75%
 
Closed Positions :
14
-942,480
-4.62%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVISORY SERVICES NETWORK, LLC 1748 *Closed 2024-03-31 0 $0 -959
   TIEDEMANN WEALTH MANAGEMENT, LLC 275 *Closed 2023-09-30 0 $0 -18,750
   Y-Intercept (Hong Kong) Ltd 1347 *Closed 2024-03-31 0 $0 -26,915
   SG AMERICAS SECURITIES LLC 2639 *Closed 2024-03-31 0 $0 -7,762
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 530 *Closed 2024-03-31 0 $0 -12,148
   SILVERCREST ASSET MANAGEMENT GROUP LLC 826 *Closed 2023-12-31 0 $0 -260,265
   Meros Investment Management LP 44 *Closed 2023-12-31 0 $0 -65,743
   MERCER GLOBAL ADVISORS INC /ADV 2025 *Closed 2023-12-31 0 $0 -15,208
   SIMPLEX TRADING LLC 2691 *Closed 2024-03-31 0 $0 -1,746
   WAYNE HUMMER ASSET MANAGEMENT CO 813 *Closed 2024-03-31 0 $0 -78,284
   QUANTBOT TECHNOLOGIES LLC 1781 *Closed 2024-03-31 0 $0 -4,885
   WELLINGTON MANAGEMENT CO LLP 1849 *Closed 2023-12-31 0 $0 -86,120
   CHANNING CAPITAL MANAGEMENT LLC 141 *Closed 2023-12-31 0 $0 -16,198
   Lindbrook Capital LLC 2715 *Closed 2024-03-31 0 $0 -67
   CAPWEALTH ADVISORS, LLC 98 *Closed 2024-03-31 0 $0 -10,796
   OCCUDO QUANTITATIVE STRATEGIES LP 1037 *Closed 2023-12-31 0 $0 -12,085
   Operose Advisors LLC 659 *Closed 2023-12-31 0 $0 -618
   Semanteon Capital Management LP 294 *Closed 2024-03-31 0 $0 -17,285
   SHAKER INVESTMENTS LLC/OH 92 *Closed 2024-03-31 0 $0 -23,910
   PHOENIX INVESTMENT COUNSEL INC 284 *Closed 2023-12-31 0 $0 -15,177
   PRINCIPAL FINANCIAL GROUP INC 2525 *Closed 2024-03-31 0 $0 -12,234
   WEISS MULTI-STRATEGY ADVISERS LLC 468 *Closed 2024-03-31 0 $0 -78,141
  22 Records found
  1    
  Page 1 of 1
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