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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
150New |
$2.11K - $2.76K
|
150
$2.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
17.7KNew |
$249K - $325K
|
17.7K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
66.2KNew |
$932K - $1.22M
|
66.2K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.57K- 80.7% |
$92.6K - $121K
|
1.57K
$27.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-5.7K- 8.13% |
$80.3K - $105K
|
64.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 10.85% |
$352K - $460K
|
255K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
26.1KNew |
$368K - $480K
|
26.1K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-56K- 5.82% |
$789K - $1.03M
|
906K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 54.12% |
$13K - $16.9K
|
780
$13.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-294- 0.54% |
$4.14K - $5.41K
|
54.5K
$960K
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-28.8K- 11.15% |
$406K - $530K
|
230K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-6.19K- 9.84% |
$87.2K - $114K
|
56.7K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.46K+ 1.26% |
$20.5K - $26.8K
|
117K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.15K- 26.68% |
$115K - $150K
|
22.4K
$395K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
27.3KNew |
$384K - $501K
|
27.3K
$480K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.91K- 91.65% |
$83.2K - $109K
|
538
$9.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.55K+ 20.98% |
$35.9K - $46.8K
|
14.7K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.6K- 49.14% |
$558K - $728K
|
41K
$722K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.82KNew |
$39.7K - $51.8K
|
2.82K
$49.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
8.3K+ 1037.5% |
$117K - $153K
|
9.1K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 8.67% |
$23.1K - $30.2K
|
20.6K
$363K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18.2KNew |
$256K - $335K
|
18.2K
$321K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-3.51K- 9.03% |
$49.4K - $64.5K
|
35.4K
$623K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
179KNew |
$2.53M - $3.3M
|
179K
$3.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 20.92% |
$1.35K - $1.77K
|
555
$9.78K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.89K- 63.87% |
$40.7K - $53.1K
|
1.63K
$28.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.76K- 1.57% |
$38.9K - $50.8K
|
173K
$3.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
12.6K+ 13.08% |
$177K - $232K
|
109K
$1.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
278New |
$3.92K - $5.12K
|
278
$4.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 3.38% |
$30.5K - $39.8K
|
61.8K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-900- 7.89% |
$12.7K - $16.6K
|
10.5K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
585New |
$8.24K - $10.8K
|
585
$10.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$14.1 - $18.4
|
7
$123
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.69K- 7.85% |
$37.9K - $49.6K
|
31.6K
$558K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
15.2K+ 26.02% |
$219K - $266K
|
73.7K
$1.3M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
537New |
$7.72K - $9.38K
|
537
$9.47K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57K+ 16.71% |
$36.9K - $44.8K
|
17.9K
$316K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.25K- 30.83% |
$89.8K - $109K
|
14K
$247K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-99.9K- 21.53% |
$1.44M - $1.75M
|
364K
$6.42M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$16.6K - $20.2K
|
1.16K
$20.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
350New |
$5.03K - $6.11K
|
350
$6.17K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
748New |
$10.8K - $13.1K
|
748
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
50KNew |
$719K - $874K
|
50K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20.8K+ 45.14% |
$299K - $363K
|
66.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
560KNew |
$8.05M - $9.78M
|
560K
$9.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-294- 32.96% |
$4.23K - $5.14K
|
598
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
200K+ 57.14% |
$2.88M - $3.49M
|
550K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-758K- 43.11% |
$10.9M - $13.2M
|
1M
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-10.4K- 42.98% |
$150K - $182K
|
13.8K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.53K- 11.49% |
$21.9K - $26.6K
|
11.7K
$207K
|
|