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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-920- 94.85% |
$11.5K - $16.6K
|
50
$871
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-969- 1.84% |
$12.1K - $17.5K
|
51.6K
$899K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.02K- 1.02% |
$12.8K - $18.5K
|
99.1K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.05K- 7.46% |
$13.1K - $18.9K
|
13K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.05K- 0.42% |
$13.1K - $18.9K
|
251K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 8.57% |
$14.5K - $21K
|
12.4K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.19K- 7.25% |
$14.9K - $21.5K
|
15.2K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 2.99% |
$15K - $21.7K
|
39K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 5.82% |
$15.7K - $22.6K
|
20.3K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.29K- 1.62% |
$16.1K - $23.2K
|
78.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-1.35K- 0.54% |
$16.8K - $24.3K
|
248K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 2.93% |
$18.3K - $26.4K
|
48.3K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.71K- 1.21% |
$21.4K - $30.9K
|
139K
$2.43M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.79K- 5.66% |
$22.4K - $32.3K
|
29.8K
$519K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2.07K- 14.95% |
$25.9K - $37.4K
|
11.8K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.18K- 5.95% |
$27.2K - $39.3K
|
34.4K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.25K- 7.5% |
$28.2K - $40.7K
|
27.8K
$484K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.28K- 5.89% |
$28.5K - $41.2K
|
36.4K
$635K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.36K- 10.29% |
$29.5K - $42.6K
|
20.5K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.36K- 2.32% |
$29.5K - $42.6K
|
99.1K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4K- 5.1% |
$30K - $43.3K
|
44.6K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.5K- 17.24% |
$31.3K - $45.2K
|
12K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.53K- 13.59% |
$31.7K - $45.8K
|
16.1K
$280K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 4.19% |
$32.9K - $47.4K
|
60K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.64K- 14.95% |
$33K - $47.7K
|
15K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.67K- 7.48% |
$33.5K - $48.3K
|
33K
$576K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.74K- 7.41% |
$34.3K - $49.5K
|
34.3K
$597K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-3.13K- 13.92% |
$39.2K - $56.6K
|
19.4K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.23K- 4.45% |
$40.4K - $58.3K
|
69.2K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.23K- 13.86% |
$40.4K - $58.3K
|
20.1K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 17.36% |
$42.3K - $61.1K
|
16.1K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3.39K- 27.41% |
$42.4K - $61.2K
|
8.97K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.57K- 5.66% |
$44.7K - $64.6K
|
59.6K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-3.73K- 11.45% |
$46.6K - $67.3K
|
28.8K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.73K- 11.58% |
$46.7K - $67.4K
|
28.5K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.78K- 17.51% |
$47.3K - $68.3K
|
17.8K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.94K- 19.91% |
$49.3K - $71.2K
|
15.8K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.94K- 4.02% |
$49.3K - $71.2K
|
94K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.12K- 6.45% |
$51.6K - $74.4K
|
59.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4.52K- 23.9% |
$56.6K - $81.7K
|
14.4K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.76K- 8.93% |
$59.6K - $86K
|
48.5K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.77K- 3.54% |
$59.7K - $86.2K
|
130K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5K- 9.35% |
$62.6K - $90.4K
|
48.5K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 3.64% |
$64.3K - $92.7K
|
136K
$2.37M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.94K- 9.12% |
$74.3K - $107K
|
59.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.42K- 10.69% |
$80.3K - $116K
|
53.6K
$934K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.75K- 1.33% |
$84.4K - $122K
|
501K
$8.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-7.24K- 10.29% |
$90.7K - $131K
|
63.1K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.33K- 86.73% |
$91.7K - $132K
|
1.12K
$19.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.78K- 5.91% |
$97.4K - $141K
|
124K
$2.16M
|