Purchases and Sales Made in Q3 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
336+ 57.73% |
$4.99K - $5.96K
|
918
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
321New |
$4.77K - $5.69K
|
321
$5.58K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
303+ 19.92% |
$4.5K - $5.38K
|
1.82K
$31.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
282+ 0.83% |
$4.19K - $5K
|
34.3K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
279New |
$4.14K - $4.95K
|
279
$4.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Arga Investment Management, LP
|
BUY
|
- |
277+ 0.28% |
$4.11K - $4.91K
|
99.1K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
266New |
$3.95K - $4.72K
|
266
$4.63K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
258+ 50.0% |
$3.83K - $4.58K
|
774
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
255New |
$3.79K - $4.52K
|
255
$4.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
231+ 1.23% |
$3.43K - $4.1K
|
19K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
225+ 0.71% |
$3.34K - $3.99K
|
31.7K
$552K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
203+ 43.38% |
$3.01K - $3.6K
|
671
$11.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
197+ 0.27% |
$2.93K - $3.49K
|
72.5K
$1.26M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
189+ 53.24% |
$2.81K - $3.35K
|
544
$9.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 0.84% |
$2.66K - $3.18K
|
21.5K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
161New |
$2.39K - $2.86K
|
161
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
141+ 6.02% |
$2.09K - $2.5K
|
2.48K
$43.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130+ 0.95% |
$1.93K - $2.31K
|
13.8K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
122+ 18.13% |
$1.81K - $2.16K
|
795
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120+ 16.26% |
$1.78K - $2.13K
|
858
$14.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$1.41K - $1.69K
|
19.7K
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.32% |
$1.4K - $1.67K
|
29.8K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.68% |
$1.31K - $1.56K
|
13K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
86+ 16.67% |
$1.28K - $1.53K
|
602
$10.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
77New |
$1.14K - $1.37K
|
77
$1.34K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 288.46% |
$1.11K - $1.33K
|
101
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
52+ 0.4% |
$772 - $922
|
13K
$226K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
52+ 0.4% |
$772 - $922
|
13K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
49+ 0.38% |
$728 - $869
|
12.9K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
45New |
$668 - $798
|
45
$783
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43+ 100.0% |
$639 - $763
|
86
$1.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
35+ 5.07% |
$520 - $621
|
726
$12.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 35.48% |
$490 - $585
|
126
$2.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32+ 3.23% |
$475 - $568
|
1.02K
$17.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 10.26% |
$475 - $568
|
344
$5.98K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 14.61% |
$475 - $568
|
251
$4.36K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$401 - $479
|
27
$470
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$386 - $461
|
26
$452
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
24New |
$356 - $426
|
24
$417
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 32.39% |
$342 - $408
|
94
$1.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 14.19% |
$327 - $390
|
177
$3.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
14+ 0.14% |
$208 - $248
|
10.3K
$180K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.88% |
$163 - $195
|
1.26K
$21.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$149 - $177
|
10
$174
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.11% |
$104 - $124
|
6.32K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 6.32% |
$89.1 - $106
|
101
$1.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.41% |
$89.1 - $106
|
433
$7.53K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.78% |
$74.3 - $88.7
|
648
$11.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$74.3 - $88.7
|
159K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 3.41% |
$44.6 - $53.2
|
91
$1.58K
|