Latest Institutional Transactions on Invesco Ltd. (IVZ)
This table provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 3.9% |
$5.91K - $7.68K
|
12K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
SELL
|
- |
-8.54M- 36.87% |
$104M - $135M
|
14.6M
$344M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.03K+ 11.96% |
$48.9K - $63.5K
|
37.7K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-10K- 80.0% |
$121K - $158K
|
2.5K
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.88K+ 40.61% |
$71.4K - $92.8K
|
20.4K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.93KNew |
$23.4K - $30.4K
|
1.93K
$45.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
10KNew |
$121K - $158K
|
10K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.61KNew |
$105K - $136K
|
8.61K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
2.6K+ 1.27% |
$31.6K - $41K
|
207K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.1KNew |
$268K - $348K
|
22.1K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-3.85K- 19.01% |
$46.7K - $60.7K
|
16.4K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
10.9KNew |
$132K - $171K
|
10.9K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.31K- 38.47% |
$88.8K - $115K
|
11.7K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
899+ 16.45% |
$10.9K - $14.2K
|
6.36K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-10.7K- 33.62% |
$130K - $169K
|
21.1K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
348KNew |
$4.23M - $5.49M
|
348K
$8.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 28.57% |
$121 - $158
|
45
$1.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
75KNew |
$911K - $1.18M
|
75K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.41K- 40.18% |
$17.2K - $22.3K
|
2.11K
$49.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-151- 1.18% |
$1.83K - $2.38K
|
12.6K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-279K- 91.88% |
$3.39M - $4.41M
|
24.7K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129New |
$1.57K - $2.03K
|
129
$3.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 35.71% |
$60.7 - $78.9
|
19
$447
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
40New |
$486 - $631
|
40
$941
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-996- 0.43% |
$12.1K - $15.7K
|
230K
$5.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
289K+ 187.59% |
$3.5M - $4.55M
|
443K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
36New |
$437 - $568
|
36
$847
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-23.2K- 34.93% |
$282K - $366K
|
43.2K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.92M- 74.61% |
$23.3M - $30.2M
|
652K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
336New |
$4.08K - $5.3K
|
336
$7.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-664- 13.58% |
$8.06K - $10.5K
|
4.22K
$99.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
788New |
$9.57K - $12.4K
|
788
$18.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
25.4KNew |
$309K - $401K
|
25.4K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 24.11% |
$328 - $426
|
139
$3.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.95K- 6.12% |
$23.7K - $30.8K
|
30K
$705K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-450- 21.43% |
$5.46K - $7.1K
|
1.65K
$38.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-56.3K- 83.13% |
$683K - $887K
|
11.4K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
70.1KNew |
$851K - $1.11M
|
70.1K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
37.4K+ 110.5% |
$454K - $590K
|
71.2K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
732New |
$8.89K - $11.5K
|
732
$17.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-41- 53.95% |
$498 - $647
|
35
$823
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.42K- 23.2% |
$90.1K - $117K
|
24.6K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.03K- 28.06% |
$61K - $79.3K
|
12.9K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-278- 2.44% |
$3.37K - $4.38K
|
11.1K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
168K+ 358.62% |
$2.04M - $2.65M
|
215K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.2K- 0.7% |
$14.6K - $18.9K
|
170K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
481+ 1.39% |
$5.84K - $7.59K
|
35.1K
$827K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-347- 2.87% |
$4.21K - $5.47K
|
11.7K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
565New |
$6.86K - $8.91K
|
565
$13.3K
|
|