Purchases and Sales Made in Q4 2025 in Invesco Mortgage Capital Inc. (IVR)
This table provides information about the institutional ownership of Invesco Mortgage Capital Inc. (IVR) during Q4 2025. The information is specifically focused on institutions that hold shares of Invesco Mortgage Capital Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
446K+ 68.78% |
$3.2M - $3.51M
|
1.09M
$8.33M
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
169K+ 4.53% |
$1.21M - $1.33M
|
3.9M
$29.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4KNew |
$81.9K - $89.7K
|
11.4K
$86.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.69K+ 13.54% |
$62.3K - $68.3K
|
72.8K
$554K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.41K+ 654.15% |
$53.1K - $58.2K
|
8.54K
$65K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
6.13K+ 81.59% |
$44K - $48.2K
|
13.6K
$104K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.4KNew |
$24.4K - $26.7K
|
3.4K
$25.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.79K+ 6.79% |
$12.8K - $14K
|
28.1K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 7.78% |
$10.7K - $11.7K
|
20.6K
$157K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$8.91K - $9.77K
|
1.24K
$9.46K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
350New |
$2.51K - $2.75K
|
350
$2.66K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
333New |
$2.39K - $2.62K
|
333
$2.53K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
185+ 31.36% |
$1.33K - $1.45K
|
775
$5.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
143+ 1.17% |
$1.03K - $1.12K
|
12.4K
$94.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30New |
$215 - $236
|
30
$228
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
30New |
$215 - $236
|
30
$228
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 83.33% |
$251 - $275
|
7
$53.3
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-158- 25.82% |
$1.13K - $1.24K
|
454
$3.45K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-391- 0.61% |
$2.8K - $3.07K
|
63.9K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.68K- 28.3% |
$26.4K - $28.9K
|
9.32K
$70.9K
|
|