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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1K- 89.05% |
$14.8K - $19.3K
|
123
$2.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
82New |
$1.22K - $1.59K
|
82
$1.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-13.5K- 32.93% |
$200K - $261K
|
27.5K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.47K+ 9.09% |
$21.8K - $28.5K
|
17.7K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25.6K- 61.61% |
$379K - $494K
|
15.9K
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$313K - $408K
|
21.1K
$497K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.13% |
$14.8 - $19.3
|
33
$776
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$133 - $174
|
9
$212
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 122.22% |
$489 - $638
|
60
$1.41K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
142+ 4.09% |
$2.38K - $2.65K
|
3.61K
$85K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.12K- 8.15% |
$18.9K - $20.9K
|
12.7K
$298K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$16.8 - $18.6
|
1
$23.5
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-26.1K- 57.59% |
$438K - $486K
|
19.2K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 2.36% |
$500K - $555K
|
1.29M
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-383K- 24.67% |
$6.43M - $7.14M
|
1.17M
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-43- 50.0% |
$722 - $801
|
43
$1.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-26.7K- 16.46% |
$448K - $497K
|
135K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
14.3KNew |
$240K - $266K
|
14.3K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
24.2KNew |
$406K - $451K
|
24.2K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
6.15KNew |
$103K - $115K
|
6.15K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
281K+ 295.79% |
$4.72M - $5.24M
|
376K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.43K+ 6.09% |
$24.1K - $26.7K
|
25K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
110K+ 679.41% |
$1.84M - $2.04M
|
126K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-583- 50.56% |
$9.78K - $10.9K
|
570
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
130KNew |
$2.18M - $2.42M
|
130K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$5.03K - $5.59K
|
300
$7.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
14.1KNew |
$236K - $262K
|
14.1K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.1KNew |
$857K - $951K
|
51.1K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-667- 8.7% |
$11.2K - $12.4K
|
7K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-169- 1.31% |
$2.84K - $3.15K
|
12.8K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
80New |
$1.34K - $1.49K
|
80
$1.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.1K+ 58.39% |
$287K - $319K
|
46.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 20.83% |
$83.9 - $93.1
|
29
$682
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
21.8KNew |
$366K - $406K
|
21.8K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10KNew |
$168K - $186K
|
10K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20.2KNew |
$339K - $377K
|
20.2K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34.4KNew |
$577K - $640K
|
34.4K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33New |
$554 - $615
|
33
$776
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-212- 44.26% |
$3.56K - $3.95K
|
267
$6.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 1.31% |
$139K - $154K
|
622K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-700- 42.84% |
$11.7K - $13K
|
934
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
37KNew |
$621K - $689K
|
37K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$1.16K - $1.29K
|
69
$1.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.1KNew |
$706K - $784K
|
42.1K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
107New |
$1.8K - $1.99K
|
107
$2.52K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-425- 1.36% |
$7.13K - $7.92K
|
30.9K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5K+ 66.95% |
$84K - $93.2K
|
12.5K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 112.46% |
$11.4K - $12.6K
|
1.28K
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.38K+ 17.83% |
$39.9K - $44.2K
|
15.7K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
163+ 25.75% |
$2.74K - $3.04K
|
796
$18.7K
|
|