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I3 Verticals LLC

CUSIP: 44933TAB2 | 30 institutional holders

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2024

Piper Sandler & Co.9,550,000
7.1% of portfolio›$9.4M
DeepCurrents Investment Group LLC8,723,000
0.3% of portfolio›$8.4M
SSI Investment Management LLC2,600,000
0.2% of portfolio›$2.5M
Palisade Capital Management, LP1,149,000
0.0% of portfolio›$1.1M
Steward Partners Investment Advisory, LLC50,000
0.0% of portfolio›$49.0K
Commonwealth Equity Services, LLC25,000
0.0% of portfolio›$25
Raymond James Financial Inc25,000
0.0% of portfolio›$24.5K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Piper Sandler & Co.
9,550,000$9.4M7.1%GARPVery HighMinneapolis, MN2025-02-10
DeepCurrents Investment Group LLC
8,723,000$8.4M0.3%GARPHighNew York, NY2025-02-14
SSI Investment Management LLC
2,600,000$2.5M0.2%Agg GrowthMediumLos Angeles, CA2025-02-10
Palisade Capital Management, LP
1,149,000$1.1M0.0%CoreLowFort Lee, NJ2025-02-14
Steward Partners Investment Advisory, LLC
50,000$49.0K0.0%CoreLowStamford, CT2025-02-06
Commonwealth Equity Services, LLC
25,000$250.0%ETFLowWaltham, MA2025-02-10
Raymond James Financial Inc
25,000$24.5K0.0%IndexLowSt. Petersburg, FL2025-04-23
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-02-13