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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$815 - $1.06K
|
55
$1.29K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51New |
$756 - $986
|
51
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
45New |
$667 - $870
|
45
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
32New |
$474 - $619
|
32
$753
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 100.0% |
$296 - $387
|
40
$941
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$296 - $387
|
20
$470
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
14New |
$207 - $271
|
14
$329
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$133 - $174
|
9
$212
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.13% |
$14.8 - $19.3
|
33
$776
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
281K+ 295.79% |
$4.72M - $5.24M
|
376K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
130KNew |
$2.18M - $2.42M
|
130K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
110K+ 679.41% |
$1.84M - $2.04M
|
126K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.1KNew |
$857K - $951K
|
51.1K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.1KNew |
$706K - $784K
|
42.1K
$990K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
37KNew |
$621K - $689K
|
37K
$870K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34.4KNew |
$577K - $640K
|
34.4K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 2.36% |
$500K - $555K
|
1.29M
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
24.2KNew |
$406K - $451K
|
24.2K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
21.8KNew |
$366K - $406K
|
21.8K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21KNew |
$353K - $392K
|
21K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20.2KNew |
$339K - $377K
|
20.2K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.1K+ 58.39% |
$287K - $319K
|
46.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
14.3KNew |
$240K - $266K
|
14.3K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
14.1KNew |
$236K - $262K
|
14.1K
$331K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$223K - $248K
|
13.3K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
12KNew |
$202K - $224K
|
12K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10KNew |
$168K - $186K
|
10K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
6.15KNew |
$103K - $115K
|
6.15K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5K+ 66.95% |
$84K - $93.2K
|
12.5K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.38K+ 17.83% |
$39.9K - $44.2K
|
15.7K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.43K+ 6.09% |
$24.1K - $26.7K
|
25K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 112.46% |
$11.4K - $12.6K
|
1.28K
$30.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$5.03K - $5.59K
|
300
$7.06K
|
|