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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
36New |
$437 - $568
|
36
$847
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 24.11% |
$328 - $426
|
139
$3.27K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$316 - $410
|
26
$612
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$267 - $347
|
22
$517
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$267 - $347
|
22
$517
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21New |
$255 - $331
|
21
$494
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 93.75% |
$182 - $237
|
31
$729
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15+ 88.24% |
$182 - $237
|
32
$753
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 15.48% |
$158 - $205
|
97
$2.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 28.57% |
$121 - $158
|
45
$1.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 35.71% |
$60.7 - $78.9
|
19
$447
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.28% |
$36.4 - $47.3
|
238
$5.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.93% |
$12.1 - $15.8
|
108
$2.54K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$12.1 - $15.8
|
1
$23.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
196K+ 373.02% |
$2.9M - $3.78M
|
248K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
59.6K+ 53.02% |
$883K - $1.15M
|
172K
$4.05M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
52.3KNew |
$775K - $1.01M
|
52.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35.1KNew |
$520K - $678K
|
35.1K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
31.2KNew |
$462K - $603K
|
31.2K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
30KNew |
$445K - $580K
|
30K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
29.7KNew |
$440K - $574K
|
29.7K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.6K+ 24.38% |
$439K - $573K
|
151K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
28.6KNew |
$424K - $553K
|
28.6K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
21.6KNew |
$320K - $418K
|
21.6K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$313K - $408K
|
21.1K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.5KNew |
$288K - $376K
|
19.5K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
15.4KNew |
$229K - $298K
|
15.4K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
15.4KNew |
$229K - $298K
|
15.4K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
15.3K+ 45.3% |
$227K - $297K
|
49.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
14.8KNew |
$219K - $286K
|
14.8K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
14.6KNew |
$216K - $282K
|
14.6K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.4KNew |
$199K - $260K
|
13.4K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.2KNew |
$151K - $198K
|
10.2K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.41K+ 68.25% |
$125K - $163K
|
20.7K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.94KNew |
$118K - $154K
|
7.94K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.14K+ 49.4% |
$106K - $138K
|
21.6K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.71K+ 22.75% |
$69.8K - $91.1K
|
25.4K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.51K+ 33.7% |
$66.8K - $87.2K
|
17.9K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.18K+ 39.06% |
$61.9K - $80.8K
|
14.9K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.66K+ 3.56% |
$39.4K - $51.5K
|
77.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$31.6K - $41.2K
|
2.13K
$50.1K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.47K+ 9.09% |
$21.8K - $28.5K
|
17.7K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
836+ 3.91% |
$12.4K - $16.2K
|
22.2K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
422+ 2.38% |
$6.25K - $8.16K
|
18.1K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
219New |
$3.25K - $4.24K
|
219
$5.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 14.29% |
$1.96K - $2.55K
|
1.06K
$24.8K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
125New |
$1.85K - $2.42K
|
125
$2.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
82New |
$1.22K - $1.59K
|
82
$1.93K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56+ 31.28% |
$830 - $1.08K
|
235
$5.53K
|
|