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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 36.9% |
$864 - $1.25K
|
256
$4.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.5K- 17.24% |
$31.3K - $45.2K
|
12K
$196K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$2.32K - $3.34K
|
185
$3.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$203K - $292K
|
16.2K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
700+ 74.95% |
$8.76K - $12.6K
|
1.63K
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256New |
$3.21K - $4.63K
|
256
$4.19K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
77New |
$964 - $1.39K
|
77
$1.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
60.4K+ 41.88% |
$756K - $1.09M
|
205K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9.37K- 46.53% |
$117K - $169K
|
10.8K
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-83- 12.06% |
$1.04K - $1.5K
|
605
$9.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 92.59% |
$7.51K - $10.8K
|
48
$785
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 20.51% |
$100 - $145
|
47
$769
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$12.5K - $18.1K
|
2K
$32.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
2.8K+ 124.72% |
$35.1K - $50.6K
|
5.05K
$82.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
86+ 6.79% |
$1.08K - $1.55K
|
1.35K
$22.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
310+ 30.19% |
$3.88K - $5.6K
|
1.34K
$21.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
5.51K+ 551100.0% |
$69K - $99.6K
|
5.51K
$90.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
519KNew |
$6.5M - $9.38M
|
519K
$8.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
407New |
$5.1K - $7.35K
|
407
$6.66K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
18.3K+ 11.47% |
$229K - $330K
|
178K
$2.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-920- 94.85% |
$11.5K - $16.6K
|
50
$818
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
230+ 1.35% |
$2.88K - $4.16K
|
17.3K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
24.3KNew |
$304K - $439K
|
24.3K
$397K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.66MNew |
$51.5M - $67.3M
|
3.66M
$59.8M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.51K- 8.37% |
$91.7K - $120K
|
71.2K
$1.17M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
31.8KNew |
$447K - $584K
|
31.8K
$520K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
73.4KNew |
$1.03M - $1.35M
|
73.4K
$1.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
78.9KNew |
$1.11M - $1.45M
|
78.9K
$1.29M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.42K- 10.22% |
$20K - $26.1K
|
12.4K
$204K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1- 2.13% |
$14.1 - $18.4
|
46
$753
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.7KNew |
$24K - $31.3K
|
1.7K
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-805- 2.54% |
$11.3K - $14.8K
|
30.9K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
652+ 2.32% |
$9.19K - $12K
|
28.8K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.85K+ 5.67% |
$26.1K - $34K
|
34.5K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.72K+ 98.85% |
$24.2K - $31.6K
|
3.46K
$56.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
186K+ 20.8% |
$2.62M - $3.42M
|
1.08M
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$225K - $294K
|
16K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 2.8% |
$14.8K - $19.4K
|
38.6K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.1K- 5.31% |
$29.6K - $38.6K
|
37.4K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$411K - $537K
|
29.2K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
150New |
$2.11K - $2.76K
|
150
$2.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
17.7KNew |
$249K - $325K
|
17.7K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
66.2KNew |
$932K - $1.22M
|
66.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.57K- 80.7% |
$92.6K - $121K
|
1.57K
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-5.7K- 8.13% |
$80.3K - $105K
|
64.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 10.85% |
$352K - $460K
|
255K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
26.1KNew |
$368K - $480K
|
26.1K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-56K- 5.82% |
$789K - $1.03M
|
906K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 54.12% |
$13K - $16.9K
|
780
$12.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-294- 0.54% |
$4.14K - $5.41K
|
54.5K
$891K
|
|