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 15, 2019
Q1 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.49MClosed |
$24.4M - $30.1M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-11.8KClosed |
$193K - $238K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-191KClosed |
$3.14M - $3.87M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-104KClosed |
$1.71M - $2.1M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-70.6KClosed |
$1.16M - $1.43M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-17.3KClosed |
$284K - $350K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$250K - $307K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-368Closed |
$6.05K - $7.45K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-205Closed |
$3.37K - $4.15K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-53.1KClosed |
$872K - $1.07M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-35Closed |
$575 - $708
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45Closed |
$739 - $911
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-32.5KClosed |
$534K - $657K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-88Closed |
$1.45K - $1.78K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-71Closed |
$1.17K - $1.44K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-50Closed |
$822 - $1.01K
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-54KClosed |
$887K - $1.09M
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Conning Inc.
|
SELL
|
- |
-12.4KClosed |
$204K - $251K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Gvo Asset Management LTD
|
SELL
|
- |
-77.5KClosed |
$1.27M - $1.57M
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-2.54KClosed |
$41.7K - $51.4K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-300Closed |
$4.93K - $6.07K
|
0
$0
|
|
Apr 02, 2019
Q1 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-195Closed |
$3.2K - $3.95K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 26, 2019
Q4 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-46.7KClosed |
$733K - $1.08M
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-36.5KClosed |
$573K - $848K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.2KClosed |
$18.9K - $27.9K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-400Closed |
$6.28K - $9.3K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.38KClosed |
$21.7K - $32.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-285KClosed |
$4.48M - $6.63M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Wolverine Asset Management LLC
|
SELL
|
CALL |
-325KClosed |
$5.11M - $7.55M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-31.7KClosed |
$498K - $737K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.4KClosed |
$258K - $382K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$163K - $241K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-22.8KClosed |
$358K - $530K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-54.7KClosed |
$859K - $1.27M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Srb Corp
Boston, MA |
SELL
|
- |
-21.9KClosed |
$345K - $510K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-1.28MClosed |
$20M - $29.6M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-746KClosed |
$11.7M - $17.3M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-127KClosed |
$2M - $2.95M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.34KClosed |
$147K - $217K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.82KClosed |
$139K - $205K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1KClosed |
$252K - $373K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150KClosed |
$2.36M - $3.49M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-59KClosed |
$926K - $1.37M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-289KClosed |
$4.53M - $6.71M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115New |
$1.81K - $2.67K
|
115
$1.49K
|
|
Feb 12, 2019
Q4 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-30.1KClosed |
$474K - $701K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Tcw Group Inc
|
SELL
|
- |
-372KClosed |
$5.84M - $8.64M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
400New |
$6.28K - $9.3K
|
400
$5.19K
|