Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 547 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,700
shares
|
$30,175
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,634
shares
|
$29,003
0.01% of portfolio
|
Q4 2023
Added 74.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,601
shares
|
$28,417
0.0% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$28,400
0.01% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,550
shares
|
$27,512
0.0% of portfolio
|
Q3 2024
Added 484.91%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,545
shares
|
$27,423
0.0% of portfolio
|
Q2 2024
Added 126.21%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,490
shares
|
$26,447
0.0% of portfolio
|
Q2 2024
Added 151.26%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,473
shares
|
$26,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,353
shares
|
$24,015
0.0% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,257
shares
|
$22,311
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,170
shares
|
$20,767
0.0% of portfolio
|
Q3 2024
Added 93.07%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,153
shares
|
$20,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,123
shares
|
$19,933
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,123
shares
|
$19,933
0.0% of portfolio
|
Q1 2024
Added 12.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,041
shares
|
$18,477
0.0% of portfolio
|
Q2 2024
Added 9.69%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,032
shares
|
$18,318
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,023
shares
|
$18,158
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,001
shares
|
$17,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$17,750
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$17,750
0.0% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
950
shares
|
$16,862
0.0% of portfolio
|
Q2 2022
Added 102.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
918
shares
|
$16,294
0.0% of portfolio
|
Q3 2024
Added 57.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
858
shares
|
$15,229
0.0% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
848
shares
|
$15,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
822
shares
|
$14,590
0.0% of portfolio
|
Q3 2024
Added 325.91%
|