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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-33- 1.85% |
$475 - $577
|
1.75K
$28.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.73% |
$129 - $157
|
1.24K
$20.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 6.96% |
$20.5K - $24.9K
|
22K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$1.44K - $1.75K
|
100
$1.64K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
23.7KNew |
$341K - $415K
|
23.7K
$388K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
599+ 2.01% |
$8.61K - $10.5K
|
30.4K
$498K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 33.73% |
$1.24K - $1.5K
|
169
$2.76K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 16.67% |
$173 - $210
|
84
$1.37K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.43K- 14.3% |
$63.7K - $77.3K
|
26.5K
$434K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.76K+ 6.21% |
$86.6K - $116K
|
98.4K
$1.61M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172KNew |
$2.59M - $3.48M
|
172K
$2.82M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.19K+ 293.29% |
$32.9K - $44.2K
|
2.93K
$47.9K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$1.77K - $2.38K
|
118
$1.93K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 9.35% |
$692 - $930
|
446
$7.3K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
39.8K+ 241.63% |
$599K - $805K
|
56.3K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 40.45% |
$45.6K - $61.3K
|
4.47K
$73.1K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$247K - $332K
|
16.4K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
40.1KNew |
$604K - $811K
|
40.1K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
157KNew |
$2.36M - $3.17M
|
157K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-183- 1.69% |
$2.75K - $3.7K
|
10.7K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 34.54% |
$94.9K - $127K
|
24.6K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.6K+ 43.9% |
$340K - $457K
|
74.2K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.8K+ 5.55% |
$27.1K - $36.5K
|
34.3K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109New |
$1.64K - $2.2K
|
109
$1.78K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-79.6K- 22.25% |
$1.2M - $1.61M
|
278K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42.9K- 68.07% |
$645K - $867K
|
20.1K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.8KNew |
$328K - $441K
|
21.8K
$357K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
815+ 1.26% |
$12.3K - $16.5K
|
65.5K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$49.5K - $66.6K
|
3.29K
$53.9K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 47.05% |
$242K - $326K
|
18.1K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.38K+ 8.83% |
$126K - $169K
|
103K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.84K- 8.42% |
$27.7K - $37.2K
|
20K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.13K- 97.59% |
$62.1K - $83.4K
|
102
$1.67K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
283New |
$4.26K - $5.72K
|
283
$4.63K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.14MNew |
$47.2M - $63.4M
|
3.14M
$51.3M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
811New |
$12.2K - $16.4K
|
811
$13.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
32New |
$481 - $647
|
32
$524
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3KNew |
$260K - $350K
|
17.3K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 95.57% |
$218K - $292K
|
29.6K
$484K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
700+ 14.29% |
$10.5K - $14.1K
|
5.6K
$91.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$301 - $404
|
20
$327
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$165 - $222
|
11
$180
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
649+ 19.36% |
$9.76K - $13.1K
|
4K
$65.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-48- 31.37% |
$722 - $970
|
105
$1.72K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62.1K+ 124.2% |
$933K - $1.25M
|
112K
$1.83M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
15.2KNew |
$228K - $306K
|
15.2K
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$6.12K - $8.23K
|
407
$6.66K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.4K- 0.49% |
$172K - $231K
|
2.34M
$38.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.62KNew |
$39.4K - $53K
|
2.62K
$42.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-22.1K- 74.65% |
$332K - $447K
|
7.5K
$123K
|
|