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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74M+ 989.73% |
$39.2M - $43M
|
1.92M
$45.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.27MNew |
$28.4M - $31.2M
|
1.27M
$29.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
948K+ 1.82% |
$21.3M - $23.4M
|
53M
$1.25B
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
285K+ 2834.74% |
$6.41M - $7.04M
|
295K
$6.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
224K+ 1848.17% |
$5.03M - $5.52M
|
236K
$5.55M
|
|
|
Jan 29, 2026
Q4 2025
|
Imc Chicago, LLC
|
BUY
|
- |
135K+ 406.74% |
$3.03M - $3.33M
|
168K
$3.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45.8KNew |
$1.03M - $1.13M
|
45.8K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45.3K+ 1165.89% |
$1.02M - $1.12M
|
49.1K
$1.16M
|
|
|
Jan 30, 2026
Q4 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
38.7K+ 10.73% |
$869K - $954K
|
399K
$9.39M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
38.3K+ 27.15% |
$860K - $944K
|
179K
$4.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
37.3K+ 18.86% |
$839K - $921K
|
235K
$5.54M
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.7KNew |
$488K - $536K
|
21.7K
$511K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20.7KNew |
$464K - $510K
|
20.7K
$486K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
20.2K+ 58.5% |
$455K - $499K
|
54.9K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
19.4KNew |
$436K - $479K
|
19.4K
$457K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
18.3K+ 10.25% |
$411K - $451K
|
197K
$4.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
17.7K+ 50.08% |
$397K - $435K
|
52.9K
$1.24M
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
BUY
|
- |
17.2KNew |
$386K - $423K
|
17.2K
$404K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.6K+ 70.02% |
$373K - $410K
|
40.4K
$949K
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
15.7K+ 568.84% |
$353K - $387K
|
18.5K
$434K
|
|
|
Jan 27, 2026
Q4 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14.9KNew |
$336K - $368K
|
14.9K
$351K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7K+ 38.23% |
$286K - $314K
|
46K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$275K - $302K
|
12.2K
$288K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.7K+ 18.9% |
$262K - $288K
|
73.4K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
11.5K+ 21.45% |
$258K - $283K
|
65K
$1.53M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$256K - $281K
|
11.4K
$268K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.21KNew |
$207K - $227K
|
9.21K
$217K
|
|
|
Jan 30, 2026
Q4 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.58KNew |
$193K - $212K
|
8.58K
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.32K+ 27.7% |
$187K - $205K
|
38.4K
$902K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.28KNew |
$186K - $204K
|
8.28K
$195K
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.88KNew |
$177K - $194K
|
7.88K
$185K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
7.48KNew |
$168K - $184K
|
7.48K
$176K
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.75K+ 6.6% |
$152K - $166K
|
109K
$2.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.45K+ 26.41% |
$122K - $134K
|
26.1K
$613K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.62K+ 12.71% |
$104K - $114K
|
41K
$964K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.1K+ 3.62% |
$92.1K - $101K
|
117K
$2.76M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
4.03KNew |
$90.5K - $99.4K
|
4.03K
$94.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.5K+ 15.36% |
$78.6K - $86.2K
|
26.3K
$618K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.45K+ 9.16% |
$77.5K - $85.1K
|
41.1K
$966K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.18K+ 20.94% |
$71.5K - $78.4K
|
18.4K
$432K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.62K+ 7.96% |
$58.8K - $64.5K
|
35.5K
$834K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 10.21% |
$53.7K - $59K
|
25.8K
$607K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27K+ 19.52% |
$51.1K - $56.1K
|
13.9K
$327K
|
|
|
Jan 29, 2026
Q4 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.15K+ 3.15% |
$48.4K - $53.1K
|
70.5K
$1.66M
|
|
|
Jan 29, 2026
Q4 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.98K+ 21.27% |
$44.5K - $48.9K
|
11.3K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 16.61% |
$39.4K - $43.2K
|
12.3K
$290K
|
|
|
Jan 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$37.2K - $40.8K
|
1.66K
$38.9K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.6K+ 1.65% |
$36K - $39.5K
|
98.6K
$2.32M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 8.34% |
$33K - $36.2K
|
19.1K
$448K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 9.93% |
$29.3K - $32.2K
|
14.4K
$340K
|
|