Institutional Ownership Invesco Mortgage Capital Inc. (IVR)
This table provides information about the institutional ownership of Invesco Mortgage Capital Inc. (IVR). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
130
shares
|
$1,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
120
shares
|
$1,015
0.0% of portfolio
|
Q3 2024
Reduced 89.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
109
shares
|
$922
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103
shares
|
$871
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$846
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
100
shares
|
$846
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
94
shares
|
$795
0.0% of portfolio
|
Q4 2024
Reduced 26.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
79
shares
|
$668
0.0% of portfolio
|
Q2 2024
Added 54.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
78
shares
|
$659
0.0% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
76
shares
|
$642
0.0% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
57
shares
|
$482
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
55
shares
|
$465
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
54
shares
|
$456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
42
shares
|
$355
0.0% of portfolio
|
Q2 2024
Reduced 79.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$253
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
16
shares
|
$135
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
15
shares
|
$126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2023
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|