Latest Institutional Purchases of Invesco Ltd. (IVZ)
This list provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
504KNew |
$8.46M - $9.39M
|
504K
$9.7M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
74.5K+ 867.5% |
$1.25M - $1.39M
|
83.1K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
69.2K+ 132.3% |
$1.16M - $1.29M
|
122K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
65.3K+ 264.16% |
$1.1M - $1.22M
|
90K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
41.3K+ 14.82% |
$692K - $769K
|
320K
$6.15M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.2K+ 83.5% |
$675K - $750K
|
88.4K
$1.7M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
40.2K+ 176.29% |
$674K - $749K
|
63K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$638K - $708K
|
38K
$731K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3KNew |
$626K - $695K
|
37.3K
$717K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
33.5K+ 81.1% |
$562K - $624K
|
74.8K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21KNew |
$353K - $392K
|
21K
$404K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3KNew |
$291K - $323K
|
17.3K
$333K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.5K+ 41.9% |
$243K - $270K
|
49.1K
$944K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$223K - $248K
|
13.3K
$256K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.1K+ 89.85% |
$220K - $244K
|
27.7K
$532K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
12KNew |
$202K - $224K
|
12K
$231K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$181K - $201K
|
10.8K
$208K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 438.63% |
$177K - $196K
|
12.9K
$249K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
9.32KNew |
$156K - $174K
|
9.32K
$179K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.99K+ 51.66% |
$134K - $149K
|
23.4K
$451K
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.09K+ 5.28% |
$102K - $113K
|
122K
$2.34M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.89K+ 13.4% |
$98.8K - $110K
|
49.8K
$958K
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.78K+ 6.3% |
$97K - $108K
|
97.4K
$1.87M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.32K+ 3.97% |
$89.3K - $99.2K
|
140K
$2.68M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5K+ 66.95% |
$84K - $93.2K
|
12.5K
$240K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.72K+ 4.74% |
$62.4K - $69.3K
|
82.2K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.51K+ 32.11% |
$58.9K - $65.4K
|
14.5K
$278K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.31K+ 10.16% |
$55.6K - $61.7K
|
35.9K
$691K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 16.7% |
$45.4K - $50.4K
|
18.9K
$363K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.68K+ 16.45% |
$45K - $50K
|
19K
$365K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.62K+ 7.79% |
$43.9K - $48.7K
|
36.2K
$696K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.53KNew |
$42.4K - $47K
|
2.53K
$48.6K
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.38K+ 17.83% |
$39.9K - $44.2K
|
15.7K
$302K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.32K+ 1.45% |
$38.9K - $43.1K
|
162K
$3.11M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 8.45% |
$27.1K - $30.1K
|
20.7K
$398K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.56K+ 11.03% |
$26.2K - $29.1K
|
15.7K
$302K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51K+ 1.83% |
$25.4K - $28.2K
|
84.1K
$1.62M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.22K+ 1.94% |
$20.5K - $22.8K
|
64.2K
$1.23M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 112.46% |
$11.4K - $12.6K
|
1.28K
$24.6K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
677+ 1.47% |
$11.4K - $12.6K
|
46.7K
$898K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
390+ 3.43% |
$6.54K - $7.27K
|
11.8K
$226K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$223K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
280+ 18.79% |
$4.7K - $5.22K
|
1.77K
$34K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 110.17% |
$3.27K - $3.63K
|
372
$7.15K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 26.08% |
$2.94K - $3.26K
|
846
$16.3K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
163+ 25.75% |
$2.74K - $3.04K
|
796
$15.3K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.73% |
$1.98K - $2.2K
|
16.2K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
104+ 40.78% |
$1.75K - $1.94K
|
359
$6.9K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66New |
$1.11K - $1.23K
|
66
$1.27K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27New |
$453 - $503
|
27
$519
|