Stock Transactions — I3 VERTICALS INC

Total Bought
2,499,925
61 transactions
Total Sold
2,053,576
63 transactions
Net
+446,349
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Long Path Partners LP0577,706+577,7060.005.06+5.06buy
MASON CAPITAL MANAGEMENT LLC0337,099+337,0990.001.38+1.38buy
ROYCE & ASSOCIATES LP150,000440,000+290,0000.030.09+0.06buy
CONFLUENCE INVESTMENT MANAGEMENT LLC151,202306,540+155,3380.050.10+0.05buy
Voss Capital, LP605,000760,182+155,1821.141.68+0.53buy
HEARTLAND ADVISORS INC599,800719,250+119,4500.720.89+0.17buy
Assenagon Asset Management S.A.322,011429,065+107,0540.020.02+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC170,957251,069+80,1120.080.12+0.04buy
Hood River Capital Management LLC1,119,9311,190,184+70,2530.570.54-0.03buy
COOPER CREEK PARTNERS MANAGEMENT LLC351,891403,962+52,0710.330.33-0.00buy
Shellback Capital, LP130,087181,652+51,5650.200.29+0.09buy
North Reef Capital Management LP050,000+50,0000.000.05+0.05buy
BALYASNY ASSET MANAGEMENT L.P.031,974+31,9740.000.00+0.00buy
CONTINENTAL ADVISORS LLC028,769+28,7690.000.49+0.49buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC27,92156,057+28,1360.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC506,870534,142+27,2720.000.00-0.00buy
Sequoia Financial Advisors, LLC027,154+27,1540.000.01+0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP28,95953,672+24,7130.000.00+0.00buy
HRT FINANCIAL LP021,540+21,5400.000.00+0.00buy
AVANTAX ADVISORY SERVICES, INC.016,206+16,2060.000.00+0.00buy
VANGUARD GROUP INC1,296,1321,311,286+15,1540.000.00-0.00buy
Bank of New York Mellon Corp106,039120,116+14,0770.000.00+0.00buy
Seelaus Asset Management LLC013,885+13,8850.000.31+0.31buy
DIMENSIONAL FUND ADVISORS LP470,614484,494+13,8800.000.00-0.00buy
Nebula Research & Development LLC13,42527,239+13,8140.070.10+0.03buy
Yorktown Management & Research Co Inc013,500+13,5000.000.32+0.32buy
STATE STREET CORP480,119493,279+13,1600.000.00-0.00buy
Ranger Investment Management, L.P.1,122,9851,136,100+13,1151.651.71+0.05buy
Dana Investment Advisors, Inc.55,21567,361+12,1460.040.05+0.01buy
GOLDMAN SACHS GROUP INC220,835232,740+11,9050.000.00-0.00buy
GAMCO INVESTORS, INC. ET AL108,412120,013+11,6010.030.03+0.00buy
Covenant Partners, LLC174,041185,590+11,5491.161.25+0.08buy
BANK OF AMERICA CORP /DE/19,54529,767+10,2220.000.00+0.00buy
Invesco Ltd.34,44643,328+8,8820.000.00+0.00buy
JANE STREET GROUP, LLC24,77633,447+8,6710.000.00+0.00buy
Rock Creek Group, LP06,495+6,4950.000.02+0.02buy
ALLIANCEBERNSTEIN L.P.10,99017,371+6,3810.000.00+0.00buy
RHUMBLINE ADVISERS31,29437,049+5,7550.000.00+0.00buy
ARGENT CAPITAL MANAGEMENT LLC8,75514,066+5,3110.010.01+0.00buy
SG Americas Securities, LLC05,262+5,2620.000.00+0.00buy
Tower Research Capital LLC (TRC)4044,860+4,4560.000.00+0.00buy
Russell Investments Group, Ltd.294,166298,414+4,2480.010.01-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC61,27564,946+3,6710.000.00-0.00buy
State of Wyoming9,08112,176+3,0950.030.04+0.01buy
PITCAIRN CO13,81816,439+2,6210.020.02+0.00buy
ROYAL BANK OF CANADA31,19133,687+2,4960.000.00+0.00buy
MetLife Investment Management, LLC11,06913,472+2,4030.000.00+0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.3,3825,782+2,4000.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC43,75045,700+1,9500.000.00+0.00buy
STIFEL FINANCIAL CORP86,30288,151+1,8490.000.00-0.00buy
CITIGROUP INC3,7835,214+1,4310.000.00+0.00buy
Select Equity Group, L.P.64,58365,730+1,1470.010.01+0.00buy
Cresset Asset Management, LLC15,43416,383+9490.000.00-0.00buy
SWS Partners0475+4750.000.00+0.00buy
NBC SECURITIES, INC.842997+1550.000.00+0.00buy
CWM, LLC145276+1310.000.00+0.00buy
FEDERATED HERMES, INC.51,90051,969+690.000.00-0.00buy
NISA INVESTMENT ADVISORS, LLC2736+90.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND8,9838,990+70.000.00-0.00buy
Mariner, LLC42,28442,286+20.000.00-0.00buy
GAMMA Investing LLC02+20.000.00+0.00buy
Ameritas Investment Partners, Inc.2,2392,23900.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)4,9924,99200.000.00-0.00hold
Palogic Value Management, L.P.149,789149,78901.481.40-0.08hold
LBMC INVESTMENT ADVISORS, LLC10,70010,70000.020.02-0.00hold
Swiss National Bank45,80045,80000.000.00-0.00hold
First Horizon Advisors, Inc.545400.000.00-0.00hold
HARBERT FUND ADVISORS, INC.81,60681,60601.291.45+0.16hold
QUADRANT CAPITAL GROUP LLC27027000.000.00-0.00hold
TBH Global Asset Management, LLC23,33923,33900.110.11+0.01hold
Beacon Capital Management, LLC525200.000.00-0.00hold
Gilliland Jeter Wealth Management LLC8,4008,40000.070.06-0.00hold
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,7409,74000.000.00-0.00hold
WESBANCO BANK INC64,94764,94700.060.05-0.00hold
SALEM INVESTMENT COUNSELORS INC1,9501,95000.000.00-0.00hold
KORNITZER CAPITAL MANAGEMENT INC /KS48,20048,20000.020.02-0.00hold
NICHOLAS COMPANY, INC.333,325333,32500.130.12-0.00hold
AMALGAMATED BANK73773700.000.00-0.00hold
BANK OF MONTREAL /CAN/400,788400,78800.000.00-0.00hold
AlphaQuest LLC10-10.000.00-0.00sell
ROTHSCHILD INVESTMENT LLC50-50.000.00-0.00sell
COMERICA BANK2,1332,127-60.000.00-0.00sell
Cornerstone Planning Group LLC190-190.000.00-0.00sell
UMB Bank, n.a.472439-330.000.00-0.00sell
SEI INVESTMENTS CO13,53413,476-580.000.00-0.00sell
JANUS HENDERSON GROUP PLC9,7319,615-1160.000.00-0.00sell
Steward Partners Investment Advisory, LLC2,0721,950-1220.000.00-0.00sell
Conestoga Capital Advisors, LLC70,22270,002-2200.020.02-0.00sell
HUNTINGTON NATIONAL BANK928530-3980.000.00-0.00sell
Avior Wealth Management, LLC4700-4700.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM23,19722,653-5440.000.00-0.00sell
WOLVERINE ASSET MANAGEMENT LLC7910-7910.000.00-0.00sell
YHB Investment Advisors, Inc.1,1120-1,1120.000.00-0.00sell
METROPOLITAN LIFE INSURANCE CO/NY1,3200-1,3200.000.00-0.00sell
DEUTSCHE BANK AG\15,49614,064-1,4320.000.00-0.00sell
Legal & General Group Plc36,83434,135-2,6990.000.00-0.00sell
Teton Advisors, Inc.76,79171,791-5,0000.620.66+0.04sell
ABS Direct Equity Fund LLC30,00025,000-5,0000.670.62-0.05sell
PNC FINANCIAL SERVICES GROUP, INC.7,0781,791-5,2870.000.00-0.00sell
PNC FINANCIAL SERVICES GROUP, INC.7,0781,087-5,9910.000.00-0.00sell
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