Purchases and Sales Made in Q4 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
65.3K+ 264.16% |
$1.1M - $1.22M
|
90K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.2K+ 83.5% |
$675K - $750K
|
88.4K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3KNew |
$626K - $695K
|
37.3K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21KNew |
$353K - $392K
|
21K
$366K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$223K - $248K
|
13.3K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$181K - $201K
|
10.8K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
9.32KNew |
$156K - $174K
|
9.32K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.89K+ 13.4% |
$98.8K - $110K
|
49.8K
$868K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.78K+ 6.3% |
$97K - $108K
|
97.4K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.51K+ 32.11% |
$58.9K - $65.4K
|
14.5K
$252K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 16.7% |
$45.4K - $50.4K
|
18.9K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.68K+ 16.45% |
$45K - $50K
|
19K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.62K+ 7.79% |
$43.9K - $48.7K
|
36.2K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.53KNew |
$42.4K - $47K
|
2.53K
$44K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51K+ 1.83% |
$25.4K - $28.2K
|
84.1K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 18.0% |
$20.5K - $22.7K
|
8K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
390+ 3.43% |
$6.54K - $7.27K
|
11.8K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
280+ 18.79% |
$4.7K - $5.22K
|
1.77K
$30.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 110.17% |
$3.27K - $3.63K
|
372
$6.48K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 26.08% |
$2.94K - $3.26K
|
846
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27New |
$453 - $503
|
27
$470
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$336 - $373
|
20
$348
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.71% |
$185 - $205
|
1.56K
$27.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$168 - $186
|
10
$174
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 5.49% |
$83.9 - $93.1
|
96
$1.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.87% |
$33.6 - $37.3
|
232
$4.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 8.91% |
$151 - $168
|
92
$1.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 0.33% |
$352 - $391
|
6.3K
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 68.32% |
$1.16K - $1.29K
|
32
$557
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 0.45% |
$1.33K - $1.47K
|
17.6K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.28% |
$1.63K - $1.81K
|
34.2K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 1.19% |
$3.78K - $4.19K
|
18.7K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-270- 0.99% |
$4.53K - $5.03K
|
26.9K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-371- 0.23% |
$6.23K - $6.91K
|
158K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-603- 1.72% |
$10.1K - $11.2K
|
34.5K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-790- 14.48% |
$13.3K - $14.7K
|
4.67K
$81.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-922- 14.43% |
$15.5K - $17.2K
|
5.47K
$95.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 2.52% |
$17.1K - $19K
|
39.6K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.03K- 3.23% |
$50.8K - $56.4K
|
90.5K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 23.77% |
$64.4K - $71.5K
|
12.3K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.8K- 49.73% |
$181K - $201K
|
10.9K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12K- 22.43% |
$201K - $224K
|
41.5K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.7K- 99.9% |
$297K - $330K
|
17
$296
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-22K- 4.47% |
$369K - $410K
|
470K
$8.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33K- 4.97% |
$554K - $615K
|
631K
$11M
|