Purchases and Sales Made in Q1 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
526+ 3.48% |
$7.94K - $9.58K
|
15.7K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
426+ 3.79% |
$6.43K - $7.76K
|
11.7K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
423+ 264.38% |
$6.38K - $7.71K
|
583
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
416+ 8.74% |
$6.28K - $7.58K
|
5.17K
$90K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
399+ 2.85% |
$6.02K - $7.27K
|
14.4K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
379+ 0.48% |
$5.72K - $6.91K
|
79.1K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 11.28% |
$5.69K - $6.87K
|
3.72K
$64.7K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
356+ 0.92% |
$5.37K - $6.49K
|
39.1K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
342+ 39.4% |
$5.16K - $6.23K
|
1.21K
$21K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
316+ 12.84% |
$4.77K - $5.76K
|
2.78K
$48.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
296+ 94.27% |
$4.47K - $5.39K
|
610
$10.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
276+ 0.84% |
$4.16K - $5.03K
|
33.1K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
260+ 1.1% |
$3.92K - $4.74K
|
24K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
252New |
$3.8K - $4.59K
|
252
$4.38K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
232+ 0.24% |
$3.5K - $4.23K
|
98.7K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
225+ 0.46% |
$3.4K - $4.1K
|
48.8K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 0.3% |
$3.02K - $3.64K
|
67.4K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
185+ 4.01% |
$2.79K - $3.37K
|
4.8K
$83.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
160+ 1.24% |
$2.41K - $2.92K
|
13K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
146+ 1.34% |
$2.2K - $2.66K
|
11.1K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
139New |
$2.1K - $2.53K
|
139
$2.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
134+ 0.14% |
$2.02K - $2.44K
|
99.2K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
124+ 2.01% |
$1.87K - $2.26K
|
6.31K
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
123+ 12.3% |
$1.86K - $2.24K
|
1.12K
$19.5K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
123+ 0.21% |
$1.86K - $2.24K
|
59.3K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
105+ 0.75% |
$1.58K - $1.91K
|
14.1K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
104New |
$1.57K - $1.89K
|
104
$1.81K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.08% |
$1.51K - $1.82K
|
123K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$1.51K - $1.82K
|
100
$1.74K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$1.51K - $1.82K
|
100
$1.74K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$1.43K - $1.73K
|
19.5K
$339K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
87+ 42.03% |
$1.31K - $1.59K
|
294
$5.11K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
87+ 108.75% |
$1.31K - $1.59K
|
167
$2.9K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
86+ 0.05% |
$1.3K - $1.57K
|
159K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.39K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.39K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
74New |
$1.12K - $1.35K
|
74
$1.29K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 17.47% |
$1.04K - $1.26K
|
464
$8.07K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
61+ 0.47% |
$920 - $1.11K
|
13.1K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55+ 55.0% |
$830 - $1K
|
155
$2.7K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
51+ 0.39% |
$770 - $929
|
13K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 18.22% |
$739 - $893
|
318
$5.53K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 17.45% |
$724 - $875
|
323
$5.62K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 4.01% |
$724 - $875
|
1.25K
$21.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36New |
$543 - $656
|
36
$626
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 62.5% |
$528 - $638
|
91
$1.58K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
32+ 0.42% |
$483 - $583
|
7.62K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.19% |
$317 - $383
|
11K
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
19+ 0.16% |
$287 - $346
|
12.1K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 3.13% |
$272 - $328
|
593
$10.3K
|