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 $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
115
shares
|
$2,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
112
shares
|
$1,957
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
101
shares
|
$1,765
0.0% of portfolio
|
Q3 2024
Added 288.46%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
101
shares
|
$1,765
0.0% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
98
shares
|
$1,713
0.0% of portfolio
|
Q2 2024
Added 117.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
97
shares
|
$1,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
94
shares
|
$1,643
0.0% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
91
shares
|
$1,590
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
86
shares
|
$1,503
0.0% of portfolio
|
Q2 2024
Added 115.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
86
shares
|
$1,503
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
80
shares
|
$1,398
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
77
shares
|
$1,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
64
shares
|
$1,118
0.0% of portfolio
|
Q3 2024
Reduced 68.78%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
60
shares
|
$1,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
55
shares
|
$961
0.0% of portfolio
|
Q2 2024
Reduced 64.52%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
53
shares
|
$926
0.0% of portfolio
|
Q3 2024
Reduced 72.4%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
51
shares
|
$891
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
51
shares
|
$891
0.0% of portfolio
|
Q2 2024
Added 24.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
50
shares
|
$874
0.0% of portfolio
|
Q4 2023
Reduced 94.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47
shares
|
$821
0.0% of portfolio
|
Q4 2023
Added 20.51%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
45
shares
|
$786
0.0% of portfolio
|
Q2 2024
Reduced 68.75%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
45
shares
|
$786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$751
0.0% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
41
shares
|
$716
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
27
shares
|
$471
0.0% of portfolio
|
Q3 2024
New holding
|