Purchases and Sales Made in Q1 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2023. The information is specifically focused on institutions that hold shares of Invesco Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
142+ 1.02% |
$2.14K - $2.87K
|
14.1K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
134New |
$2.02K - $2.71K
|
134
$2.58K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$1.77K - $2.38K
|
118
$2.27K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
112+ 0.34% |
$1.68K - $2.26K
|
32.7K
$628K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.17% |
$1.64K - $2.2K
|
64.9K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109New |
$1.64K - $2.2K
|
109
$2.1K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
86+ 0.41% |
$1.29K - $1.74K
|
21.2K
$408K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76+ 1.42% |
$1.14K - $1.54K
|
5.42K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
75+ 0.29% |
$1.13K - $1.52K
|
25.8K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
74+ 4.76% |
$1.11K - $1.5K
|
1.63K
$31.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 20.16% |
$1.11K - $1.5K
|
441
$8.48K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$1.1K - $1.48K
|
73
$1.4K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
68+ 7.39% |
$1.02K - $1.37K
|
988
$19K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 25.64% |
$902 - $1.21K
|
294
$5.65K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49+ 0.2% |
$737 - $990
|
24.2K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
47+ 29.38% |
$707 - $950
|
207
$3.98K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46+ 0.41% |
$692 - $930
|
11.3K
$216K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.21% |
$496 - $667
|
15.7K
$301K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
32New |
$481 - $647
|
32
$615
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.12% |
$391 - $525
|
21.5K
$414K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
24New |
$361 - $485
|
24
$462
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$301 - $404
|
20
$385
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
14New |
$211 - $283
|
14
$269
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$165 - $222
|
11
$212
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
10+ 1000.0% |
$150 - $202
|
11
$212
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.65% |
$120 - $162
|
1.23K
$23.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.03% |
$90.2 - $121
|
19.2K
$368K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 1.05% |
$90.2 - $121
|
575
$11.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.01% |
$75.2 - $101
|
63.7K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$15 - $20.2
|
2.74K
$52.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.7% |
$15 - $20.2
|
38
$731
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 0.77% |
$75.2 - $101
|
642
$12.3K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 0.31% |
$150 - $202
|
3.24K
$62.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 17.24% |
$226 - $303
|
72
$1.38K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-18- 7.56% |
$271 - $364
|
220
$4.23K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-23- 41.07% |
$346 - $465
|
33
$635
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-37- 9.2% |
$556 - $748
|
365
$7.02K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 1.21% |
$677 - $909
|
3.68K
$70.7K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-45Closed |
$677 - $909
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 9.35% |
$692 - $930
|
446
$8.58K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-48- 31.37% |
$722 - $970
|
105
$2.02K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-48- 50.53% |
$722 - $970
|
47
$904
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-52- 0.47% |
$782 - $1.05K
|
11K
$212K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 57.14% |
$902 - $1.21K
|
45
$865
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-67- 0.22% |
$1.01K - $1.35K
|
30K
$578K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 8.86% |
$1.16K - $1.56K
|
792
$15.2K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-97- 5.26% |
$1.46K - $1.96K
|
1.75K
$33.6K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-119- 0.37% |
$1.79K - $2.4K
|
31.6K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-119- 0.73% |
$1.79K - $2.4K
|
16.2K
$311K
|