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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1KNew |
$15.1K - $18.2K
|
1K
$18.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
146+ 1.34% |
$2.2K - $2.66K
|
11.1K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
139New |
$2.1K - $2.53K
|
139
$2.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
123+ 12.3% |
$1.86K - $2.24K
|
1.12K
$21.2K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$1.51K - $1.82K
|
100
$1.89K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
87+ 42.03% |
$1.31K - $1.59K
|
294
$5.56K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.51K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36New |
$543 - $656
|
36
$681
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.19% |
$317 - $383
|
11K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17New |
$257 - $310
|
17
$321
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 1.45% |
$45.3 - $54.7
|
210
$3.97K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$30.2 - $36.4
|
16.1K
$304K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
644K+ 2923.09% |
$8.06M - $11.6M
|
666K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
519KNew |
$6.5M - $9.38M
|
519K
$9.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
481KNew |
$6.02M - $8.69M
|
481K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
181KNew |
$2.27M - $3.27M
|
181K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
98.1K+ 57.21% |
$1.23M - $1.77M
|
270K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
77.8KNew |
$974K - $1.41M
|
77.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
64.5KNew |
$808K - $1.17M
|
64.5K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
60.4K+ 41.88% |
$756K - $1.09M
|
205K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
48.5K+ 196.36% |
$607K - $876K
|
73.2K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34.1KNew |
$427K - $616K
|
34.1K
$645K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
24.3KNew |
$304K - $439K
|
24.3K
$459K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
18.3K+ 11.47% |
$229K - $330K
|
178K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$203K - $292K
|
16.2K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.8KNew |
$147K - $212K
|
11.8K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
5.51K+ 551100.0% |
$69K - $99.6K
|
5.51K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.94K+ 27.01% |
$61.8K - $89.2K
|
23.2K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85KNew |
$48.3K - $69.6K
|
3.85K
$72.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
2.8K+ 124.72% |
$35.1K - $50.6K
|
5.05K
$95.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$12.5K - $18.1K
|
2K
$37.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.71K - $12.6K
|
696
$13.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
407New |
$5.1K - $7.35K
|
407
$7.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
310+ 30.19% |
$3.88K - $5.6K
|
1.34K
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256New |
$3.21K - $4.63K
|
256
$4.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
249New |
$3.12K - $4.5K
|
249
$4.71K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
230+ 1.35% |
$2.88K - $4.16K
|
17.3K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
191New |
$2.39K - $3.45K
|
191
$3.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$2.32K - $3.34K
|
185
$3.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
179New |
$2.24K - $3.23K
|
179
$3.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
112New |
$1.4K - $2.02K
|
112
$2.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
86+ 6.79% |
$1.08K - $1.55K
|
1.35K
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
77New |
$964 - $1.39K
|
77
$1.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 36.9% |
$864 - $1.25K
|
256
$4.84K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
43New |
$538 - $777
|
43
$813
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
24New |
$300 - $434
|
24
$454
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 1.32% |
$113 - $163
|
690
$13K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 20.51% |
$100 - $145
|
47
$889
|
|