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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
10.3KNew |
$156K - $188K
|
10.3K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.9K+ 4.67% |
$28.7K - $34.7K
|
42.7K
$752K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
73.1K+ 322.95% |
$1.1M - $1.33M
|
95.7K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-111K- 78.61% |
$1.67M - $2.02M
|
30.2K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.41K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$154K - $186K
|
10.2K
$180K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.16KNew |
$47.7K - $57.6K
|
3.16K
$55.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
19.4K+ 52.29% |
$293K - $353K
|
56.5K
$996K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.75K- 23.65% |
$56.6K - $68.3K
|
12.1K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
123+ 12.3% |
$1.86K - $2.24K
|
1.12K
$19.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-8.61K- 34.17% |
$130K - $157K
|
16.6K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.9K- 73.08% |
$28.7K - $34.6K
|
700
$12.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.1KNew |
$409K - $494K
|
27.1K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36New |
$543 - $656
|
36
$635
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
29.5KNew |
$445K - $538K
|
29.5K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47.3KNew |
$714K - $862K
|
47.3K
$834K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
146+ 1.34% |
$2.2K - $2.66K
|
11.1K
$195K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17New |
$257 - $310
|
17
$300
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
125KNew |
$1.88M - $2.27M
|
125K
$2.19M
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-35.3K- 1.39% |
$442K - $638K
|
2.5M
$44.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-420- 80.46% |
$5.26K - $7.59K
|
102
$1.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 1.32% |
$113 - $163
|
690
$12.2K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
179New |
$2.24K - $3.23K
|
179
$3.16K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.19K- 59.74% |
$102K - $148K
|
5.52K
$97.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
43New |
$538 - $777
|
43
$758
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.71K - $12.6K
|
696
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-125K- 91.23% |
$1.57M - $2.26M
|
12K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-498- 4.15% |
$6.23K - $9K
|
11.5K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34.1KNew |
$427K - $616K
|
34.1K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
481KNew |
$6.02M - $8.69M
|
481K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
112New |
$1.4K - $2.02K
|
112
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.64K- 14.95% |
$33K - $47.7K
|
15K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-23.7K- 24.44% |
$297K - $429K
|
73.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 8.57% |
$14.5K - $21K
|
12.4K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-432- 17.45% |
$5.41K - $7.81K
|
2.04K
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-125K- 47.17% |
$1.57M - $2.26M
|
140K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
48.5K+ 196.36% |
$607K - $876K
|
73.2K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
644K+ 2923.09% |
$8.06M - $11.6M
|
666K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
77.8KNew |
$974K - $1.41M
|
77.8K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
181KNew |
$2.27M - $3.27M
|
181K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.8KNew |
$147K - $212K
|
11.8K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-58.5K- 79.77% |
$732K - $1.06M
|
14.8K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
191New |
$2.39K - $3.45K
|
191
$3.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
64.5KNew |
$808K - $1.17M
|
64.5K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-70K- 46.75% |
$876K - $1.26M
|
79.7K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4K- 5.1% |
$30K - $43.3K
|
44.6K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-366Closed |
$4.58K - $6.61K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
98.1K+ 57.21% |
$1.23M - $1.77M
|
270K
$4.75M
|
|