Purchases and Sales Made in Q3 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.5K+ 14.57% |
$191K - $249K
|
107K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
13.5K+ 31.56% |
$190K - $249K
|
56.3K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
13.2K+ 78.24% |
$186K - $242K
|
30K
$522K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 7.31% |
$184K - $241K
|
192K
$3.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
12.6K+ 13.08% |
$177K - $232K
|
109K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
12.3K+ 18.94% |
$174K - $227K
|
77.4K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
12.2K+ 8.29% |
$172K - $224K
|
159K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
11.8K+ 568.97% |
$166K - $217K
|
13.8K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.6KNew |
$163K - $213K
|
11.6K
$201K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.6KNew |
$163K - $213K
|
11.6K
$201K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.2KNew |
$158K - $206K
|
11.2K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.2K+ 41.39% |
$158K - $206K
|
38.2K
$665K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
10.7KNew |
$150K - $196K
|
10.7K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
10.3KNew |
$145K - $190K
|
10.3K
$179K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
10.3K+ 12.89% |
$145K - $189K
|
90.2K
$1.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.8K+ 6.24% |
$138K - $180K
|
167K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
9.03K+ 57.78% |
$127K - $166K
|
24.7K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.69K+ 5.11% |
$122K - $160K
|
179K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.43K+ 13.74% |
$119K - $155K
|
69.8K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
8.3K+ 1037.5% |
$117K - $153K
|
9.1K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.99K+ 44.54% |
$113K - $147K
|
25.9K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.43K+ 93.22% |
$105K - $137K
|
15.4K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.21K+ 581.84% |
$102K - $133K
|
8.45K
$147K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.4K+ 37.91% |
$90.2K - $118K
|
23.3K
$405K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.25K+ 7.33% |
$88K - $115K
|
91.5K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.25K+ 44.56% |
$88K - $115K
|
20.3K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.76K+ 1.86% |
$81.1K - $106K
|
316K
$5.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
5.7K+ 8.79% |
$80.3K - $105K
|
70.5K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.4KNew |
$76.1K - $99.4K
|
5.4K
$93.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.14K+ 16.81% |
$72.4K - $94.6K
|
35.7K
$621K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.08K+ 0.13% |
$71.5K - $93.4K
|
3.9M
$67.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.45K+ 10.03% |
$62.7K - $81.9K
|
48.8K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.41K+ 7.96% |
$62.1K - $81.1K
|
59.8K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
4.22KNew |
$59.5K - $77.7K
|
4.22K
$73.4K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.75K+ 2.09% |
$52.8K - $69K
|
183K
$3.18M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.65K+ 236.53% |
$51.4K - $67.1K
|
5.19K
$90.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.65K+ 236.53% |
$51.4K - $67.1K
|
5.19K
$90.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.23K+ 10.69% |
$45.5K - $59.4K
|
33.4K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.9K+ 1.18% |
$40.8K - $53.3K
|
249K
$4.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.85K+ 4.51% |
$40.1K - $52.4K
|
65.9K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.82KNew |
$39.7K - $51.8K
|
2.82K
$49K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.8K+ 1.41% |
$39.5K - $51.5K
|
201K
$3.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.75K+ 9.72% |
$38.7K - $50.5K
|
31K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.55K+ 20.98% |
$35.9K - $46.8K
|
14.7K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51K+ 2.52% |
$35.4K - $46.2K
|
102K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.51KNew |
$35.3K - $46.1K
|
2.51K
$43.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 2.61% |
$32.6K - $42.6K
|
91K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.24K+ 1.73% |
$31.6K - $41.3K
|
132K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
2.24K+ 5.46% |
$31.5K - $41.1K
|
43.2K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.18KNew |
$30.7K - $40.1K
|
2.18K
$37.9K
|