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 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 8.67% |
$23.1K - $30.2K
|
20.6K
$484K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-3.51K- 9.03% |
$49.4K - $64.5K
|
35.4K
$831K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
179KNew |
$2.53M - $3.3M
|
179K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 20.92% |
$1.35K - $1.77K
|
555
$13.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.89K- 63.87% |
$40.7K - $53.1K
|
1.63K
$38.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.76K- 1.57% |
$38.9K - $50.8K
|
173K
$4.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
12.6K+ 13.08% |
$177K - $232K
|
109K
$2.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
278New |
$3.92K - $5.12K
|
278
$6.54K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 3.38% |
$30.5K - $39.8K
|
61.8K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-900- 7.89% |
$12.7K - $16.6K
|
10.5K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
585New |
$8.24K - $10.8K
|
585
$13.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$14.1 - $18.4
|
7
$165
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.69K- 7.85% |
$37.9K - $49.6K
|
31.6K
$744K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-172KClosed |
$2.48M - $3.01M
|
0
$0
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
537New |
$7.72K - $9.38K
|
537
$12.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.25K- 30.83% |
$89.8K - $109K
|
14K
$330K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-99.9K- 21.53% |
$1.44M - $1.75M
|
364K
$8.56M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$16.6K - $20.2K
|
1.16K
$27.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
350New |
$5.03K - $6.11K
|
350
$8.23K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
748New |
$10.8K - $13.1K
|
748
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
50KNew |
$719K - $874K
|
50K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20.8K+ 45.14% |
$299K - $363K
|
66.9K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
560KNew |
$8.05M - $9.78M
|
560K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
200K+ 57.14% |
$2.88M - $3.49M
|
550K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.16K+ 3.87% |
$16.7K - $20.3K
|
31.2K
$734K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.56% |
$1.14K - $1.38K
|
14.2K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-71.8K- 29.07% |
$1.03M - $1.25M
|
175K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3K- 1.78% |
$43.1K - $52.4K
|
166K
$3.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-475- 4.47% |
$6.83K - $8.3K
|
10.1K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-21- 51.22% |
$302 - $367
|
20
$470
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-38K- 78.52% |
$546K - $663K
|
10.4K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-25K- 16.13% |
$360K - $437K
|
130K
$3.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
677New |
$9.74K - $11.8K
|
677
$15.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.73% |
$129 - $157
|
1.24K
$29.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 6.96% |
$20.5K - $24.9K
|
22K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$1.44K - $1.75K
|
100
$2.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
23.7KNew |
$341K - $415K
|
23.7K
$559K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 33.73% |
$1.24K - $1.5K
|
169
$3.97K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 16.67% |
$173 - $210
|
84
$1.98K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.43K- 14.3% |
$63.7K - $77.3K
|
26.5K
$624K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172KNew |
$2.59M - $3.48M
|
172K
$4.05M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.19K+ 293.29% |
$32.9K - $44.2K
|
2.93K
$68.9K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$1.77K - $2.38K
|
118
$2.78K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 9.35% |
$692 - $930
|
446
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
39.8K+ 241.63% |
$599K - $805K
|
56.3K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 40.45% |
$45.6K - $61.3K
|
4.47K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$247K - $332K
|
16.4K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
40.1KNew |
$604K - $811K
|
40.1K
$944K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-183- 1.69% |
$2.75K - $3.7K
|
10.7K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 34.54% |
$94.9K - $127K
|
24.6K
$578K
|
|