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 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
502+ 40.91% |
$7.45K - $8.91K
|
1.73K
$28.3K
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-3.97K- 2.87% |
$58.9K - $70.3K
|
134K
$2.19M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.13K+ 4.53% |
$91.1K - $109K
|
141K
$2.31M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
664KNew |
$9.85M - $11.8M
|
664K
$10.9M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.85K- 5.0% |
$27.5K - $32.8K
|
35.1K
$575K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 32.39% |
$342 - $408
|
94
$1.54K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.49% |
$8.91K - $10.6K
|
123K
$2.01M
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
282+ 0.83% |
$4.19K - $5K
|
34.3K
$562K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
63.6K+ 90.11% |
$945K - $1.13M
|
134K
$2.2M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$6.16K - $7.36K
|
415
$6.79K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-7.44K- 6.05% |
$110K - $132K
|
115K
$1.89M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-78- 0.67% |
$1.16K - $1.38K
|
11.6K
$191K
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.8KNew |
$339K - $404K
|
22.8K
$373K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
50.2KNew |
$745K - $891K
|
50.2K
$821K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
86+ 16.67% |
$1.28K - $1.53K
|
602
$9.85K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5KNew |
$230K - $274K
|
15.5K
$253K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.47KNew |
$111K - $133K
|
7.47K
$122K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
22.6K+ 24.43% |
$335K - $400K
|
115K
$1.88M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.25K- 1.47% |
$18.5K - $22.1K
|
83.5K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.01K- 18.02% |
$15K - $17.9K
|
4.59K
$75.2K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
35+ 5.07% |
$520 - $621
|
726
$11.9K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$401 - $479
|
27
$442
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.64K+ 3.17% |
$24.4K - $29.2K
|
53.6K
$877K
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-23K- 4.46% |
$341K - $407K
|
492K
$8.05M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
303+ 19.92% |
$4.5K - $5.38K
|
1.82K
$29.8K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.5K+ 3.33% |
$245K - $292K
|
512K
$8.37M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.71K+ 24.85% |
$25.4K - $30.3K
|
8.59K
$141K
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
197+ 0.27% |
$2.93K - $3.49K
|
72.5K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.36K- 1.99% |
$20.2K - $24.1K
|
67K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-35K- 29.39% |
$520K - $621K
|
84.1K
$1.38M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
816+ 4.46% |
$12.1K - $14.5K
|
19.1K
$312K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$386 - $461
|
26
$425
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
14+ 0.14% |
$208 - $248
|
10.3K
$169K
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
90.9K+ 53.23% |
$1.35M - $1.61M
|
262K
$4.28M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.41% |
$89.1 - $106
|
433
$7.08K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
159KNew |
$2.37M - $2.83M
|
159K
$2.61M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43.4K- 47.38% |
$644K - $770K
|
48.2K
$789K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.7K+ 14.26% |
$218K - $261K
|
118K
$1.93M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.93K+ 13.76% |
$58.3K - $69.6K
|
32.5K
$531K
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1K- 8.19% |
$14.9K - $17.8K
|
11.2K
$184K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-244- 1.55% |
$3.62K - $4.33K
|
15.5K
$253K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-830- 84.52% |
$12.3K - $14.7K
|
152
$2.49K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.9K- 5.4% |
$206K - $247K
|
243K
$3.98M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05K+ 68.03% |
$15.6K - $18.6K
|
2.59K
$42.4K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.49% |
$2.82K - $3.37K
|
38.5K
$630K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 0.84% |
$2.66K - $3.18K
|
21.5K
$352K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43.9KNew |
$652K - $779K
|
43.9K
$719K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$14.9 - $17.7
|
9
$147
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-828- 0.2% |
$12.3K - $14.7K
|
418K
$6.84M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-768- 3.19% |
$11.4K - $13.6K
|
23.3K
$382K
|