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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.14MNew |
$47.2M - $63.4M
|
3.14M
$40.7M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
811New |
$12.2K - $16.4K
|
811
$10.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
32New |
$481 - $647
|
32
$415
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3KNew |
$260K - $350K
|
17.3K
$224K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 95.57% |
$218K - $292K
|
29.6K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
700+ 14.29% |
$10.5K - $14.1K
|
5.6K
$72.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$301 - $404
|
20
$259
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$165 - $222
|
11
$143
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
649+ 19.36% |
$9.76K - $13.1K
|
4K
$51.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-48- 31.37% |
$722 - $970
|
105
$1.36K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62.1K+ 124.2% |
$933K - $1.25M
|
112K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
15.2KNew |
$228K - $306K
|
15.2K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$6.12K - $8.23K
|
407
$5.28K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.4K- 0.49% |
$172K - $231K
|
2.34M
$30.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.62KNew |
$39.4K - $53K
|
2.62K
$34K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-22.1K- 74.65% |
$332K - $447K
|
7.5K
$97.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
28.5KNew |
$429K - $576K
|
28.5K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
134New |
$2.02K - $2.71K
|
134
$1.74K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
201New |
$3.02K - $4.06K
|
201
$2.61K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
502+ 5.64% |
$7.55K - $10.1K
|
9.4K
$122K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
697New |
$10.5K - $14.1K
|
697
$9.04K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.8KNew |
$177K - $238K
|
11.8K
$153K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5K- 24.78% |
$75.2K - $101K
|
15.2K
$197K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$19.9K - $28.7K
|
1.45K
$18.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.6K- 74.6% |
$241K - $348K
|
5.99K
$77.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
45New |
$617 - $890
|
45
$584
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-27.7K- 49.43% |
$380K - $548K
|
28.3K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.46KNew |
$20K - $28.8K
|
1.46K
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
320New |
$4.39K - $6.33K
|
320
$4.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-46- 0.24% |
$631 - $909
|
19.4K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-137K- 100.0% |
$1.88M - $2.71M
|
3
$38.9
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4KNew |
$156K - $225K
|
11.4K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-134K- 86.79% |
$1.83M - $2.64M
|
20.3K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.4K+ 60.72% |
$184K - $265K
|
35.5K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$1.47K - $2.12K
|
107
$1.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.1KNew |
$152K - $219K
|
11.1K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-408K- 64.46% |
$5.59M - $8.06M
|
225K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.06% |
$82.3 - $119
|
10.4K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4K+ 2.65% |
$54.9K - $79.1K
|
155K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-650- 2.02% |
$8.92K - $12.9K
|
31.5K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50New |
$686 - $989
|
50
$649
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11K- 6.09% |
$151K - $218K
|
170K
$2.21M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.35KNew |
$101K - $145K
|
7.35K
$95.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
24.5K+ 7.1% |
$336K - $484K
|
369K
$4.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
54.1KNew |
$742K - $1.07M
|
54.1K
$701K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.12KNew |
$15.4K - $22.2K
|
1.12K
$14.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
700New |
$9.6K - $13.8K
|
700
$9.08K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
334+ 0.56% |
$4.58K - $6.6K
|
60.2K
$780K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
852New |
$11.7K - $16.8K
|
852
$11.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
27.2KNew |
$373K - $537K
|
27.2K
$352K
|
|