Purchases and Sales Made in Q4 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 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 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
21KNew |
$263K - $380K
|
21K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
20.1KNew |
$252K - $363K
|
20.1K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.1K+ 26.93% |
$251K - $363K
|
94.7K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
19.7K+ 27.33% |
$247K - $356K
|
91.7K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.2K+ 830.94% |
$240K - $347K
|
21.5K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
18.7K+ 58.82% |
$234K - $338K
|
50.6K
$972K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
18.3K+ 11.47% |
$229K - $330K
|
178K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$224K - $323K
|
17.9K
$344K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6KNew |
$208K - $300K
|
16.6K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 31.96% |
$207K - $299K
|
68.4K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$203K - $292K
|
16.2K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
16.1KNew |
$202K - $291K
|
16.1K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 10.09% |
$196K - $284K
|
171K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.8KNew |
$185K - $267K
|
14.8K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.2K+ 53.35% |
$178K - $256K
|
40.8K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1K+ 19.43% |
$177K - $255K
|
86.8K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
14KNew |
$176K - $253K
|
14K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
13.6K+ 3.52% |
$171K - $246K
|
401K
$7.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13K+ 18.67% |
$163K - $235K
|
82.8K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
13KNew |
$163K - $235K
|
13K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.9KNew |
$161K - $233K
|
12.9K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
12.4K+ 6.96% |
$156K - $225K
|
191K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.8KNew |
$147K - $212K
|
11.8K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$137K - $198K
|
11K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
10.9K+ 6.41% |
$137K - $198K
|
182K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.8KNew |
$136K - $196K
|
10.8K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.4K+ 78.45% |
$130K - $187K
|
23.6K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3K+ 42.55% |
$130K - $187K
|
34.7K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.25K+ 30.94% |
$116K - $167K
|
39.2K
$753K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.04KNew |
$113K - $163K
|
9.04K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
8.5K+ 201.33% |
$106K - $154K
|
12.7K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.45K+ 40.63% |
$106K - $153K
|
29.3K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8.24K+ 9.14% |
$103K - $149K
|
98.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.11K+ 29.74% |
$102K - $147K
|
35.4K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.91K+ 50.51% |
$99.1K - $143K
|
23.6K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.9K+ 13.22% |
$99K - $143K
|
67.7K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
7.58KNew |
$95K - $137K
|
7.58K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.18K+ 53.45% |
$89.9K - $130K
|
20.6K
$397K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.1K+ 10.78% |
$88.9K - $128K
|
73K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.99K+ 10.16% |
$87.6K - $126K
|
75.9K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.44KNew |
$80.6K - $116K
|
6.44K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.11KNew |
$76.5K - $110K
|
6.11K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.57K+ 0.33% |
$69.7K - $101K
|
1.69M
$32.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
5.51K+ 551100.0% |
$69K - $99.6K
|
5.51K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.45K+ 40.74% |
$68.2K - $98.4K
|
18.8K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.39K+ 30.21% |
$67.5K - $97.4K
|
23.2K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.16K+ 8.12% |
$64.6K - $93.2K
|
68.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.08K+ 15.21% |
$63.6K - $91.8K
|
38.5K
$740K
|