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 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
118+ 1072.73% |
$1.66K - $2.17K
|
129
$2.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 3.27% |
$1.38K - $1.8K
|
3.09K
$53.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 20.92% |
$1.35K - $1.77K
|
555
$9.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79+ 0.98% |
$1.11K - $1.45K
|
8.12K
$141K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 0.14% |
$1.07K - $1.4K
|
52.6K
$915K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 0.19% |
$845 - $1.1K
|
31.4K
$546K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
59+ 0.46% |
$831 - $1.09K
|
13K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
59+ 9.37% |
$831 - $1.09K
|
689
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49+ 0.18% |
$690 - $902
|
26.8K
$465K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 5.92% |
$676 - $883
|
859
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
46+ 0.11% |
$648 - $846
|
43.2K
$751K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
39+ 5.11% |
$550 - $718
|
802
$13.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
36+ 15.72% |
$507 - $662
|
265
$4.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 3.48% |
$507 - $662
|
1.07K
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34+ 0.16% |
$479 - $626
|
21.4K
$373K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32New |
$451 - $589
|
32
$556
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
25+ 227.27% |
$352 - $460
|
36
$626
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.49% |
$310 - $405
|
1.5K
$26.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 5.59% |
$282 - $368
|
378
$6.57K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.0% |
$282 - $368
|
473K
$8.23M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$225 - $294
|
16
$278
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10+ 28.57% |
$141 - $184
|
45
$783
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
8+ 1.19% |
$113 - $147
|
681
$11.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 2.64% |
$84.5 - $110
|
233
$4.05K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.63% |
$14.1 - $18.4
|
39
$678
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$14.1 - $18.4
|
7
$122
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$14.1 - $18.4
|
819
$14.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$14.1 - $18.4
|
20.4K
$355K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1- 2.13% |
$14.1 - $18.4
|
46
$800
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 0.9% |
$84.5 - $110
|
660
$11.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 12.64% |
$155 - $202
|
76
$1.32K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 9.04% |
$465 - $607
|
332
$5.77K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-42- 6.22% |
$592 - $773
|
633
$11K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-43- 9.0% |
$606 - $791
|
435
$7.56K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-49- 8.6% |
$690 - $902
|
521
$9.06K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-66- 0.57% |
$930 - $1.21K
|
11.6K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-67- 0.52% |
$944 - $1.23K
|
12.8K
$222K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-75- 12.56% |
$1.06K - $1.38K
|
522
$9.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-89- 4.35% |
$1.25K - $1.64K
|
1.96K
$34K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-105- 0.11% |
$1.48K - $1.93K
|
93.7K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-105- 17.47% |
$1.48K - $1.93K
|
496
$8.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-162- 6.56% |
$2.28K - $2.98K
|
2.31K
$40.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-200- 0.88% |
$2.82K - $3.68K
|
22.4K
$390K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-209- 1.27% |
$2.94K - $3.85K
|
16.2K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-221- 1.15% |
$3.11K - $4.07K
|
18.9K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-224- 3.86% |
$3.16K - $4.12K
|
5.58K
$97K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-294- 0.54% |
$4.14K - $5.41K
|
54.5K
$947K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-355- 1.86% |
$5K - $6.53K
|
18.8K
$326K
|