Latest Institutional Transactions on Invesco Ltd. (IVZ)
This table provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
139New |
$2.1K - $2.53K
|
139
$2.41K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3K+ 15.95% |
$45.3K - $54.7K
|
21.8K
$379K
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
656K+ 2712.89% |
$9.9M - $12M
|
680K
$11.8M
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-637- 5.67% |
$9.61K - $11.6K
|
10.6K
$184K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.73K+ 8.34% |
$56.2K - $67.9K
|
48.4K
$840K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
51.2KNew |
$773K - $933K
|
51.2K
$889K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.8KNew |
$209K - $252K
|
13.8K
$240K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-333- 0.28% |
$5.02K - $6.07K
|
117K
$2.03M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-25.2K- 99.96% |
$380K - $459K
|
11
$191
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-14K- 45.05% |
$211K - $255K
|
17K
$296K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.03KNew |
$15.6K - $18.8K
|
1.03K
$17.9K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.7K- 3.43% |
$221K - $267K
|
412K
$7.15M
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
9.75K+ 35.54% |
$147K - $178K
|
37.2K
$645K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.01K+ 4.44% |
$30.3K - $36.6K
|
47.3K
$821K
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$30.2 - $36.4
|
16.1K
$279K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-21KClosed |
$317K - $383K
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7- 38.89% |
$106 - $128
|
11
$191
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
10.3KNew |
$156K - $188K
|
10.3K
$180K
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.9K+ 4.67% |
$28.7K - $34.7K
|
42.7K
$741K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
2.7K+ 9.38% |
$40.7K - $49.2K
|
31.5K
$547K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.24KNew |
$18.7K - $22.6K
|
1.24K
$21.5K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
73.1K+ 322.95% |
$1.1M - $1.33M
|
95.7K
$1.66M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
691New |
$10.4K - $12.6K
|
691
$12K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$175K - $211K
|
11.6K
$201K
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-111K- 78.61% |
$1.67M - $2.02M
|
30.2K
$523K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.39K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
87+ 108.75% |
$1.31K - $1.59K
|
167
$2.9K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-305- 23.7% |
$4.6K - $5.56K
|
982
$17K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$154K - $186K
|
10.2K
$177K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.16KNew |
$47.7K - $57.6K
|
3.16K
$54.9K
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
19.4K+ 52.29% |
$293K - $353K
|
56.5K
$981K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80New |
$1.21K - $1.46K
|
80
$1.39K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.75K- 23.65% |
$56.6K - $68.3K
|
12.1K
$210K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
123+ 12.3% |
$1.86K - $2.24K
|
1.12K
$19.5K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.8K+ 14.13% |
$42.3K - $51K
|
22.6K
$393K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-8.61K- 34.17% |
$130K - $157K
|
16.6K
$288K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.9K- 73.08% |
$28.7K - $34.6K
|
700
$12.2K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
225+ 0.46% |
$3.4K - $4.1K
|
48.8K
$847K
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-18K- 3.38% |
$272K - $328K
|
515K
$8.94M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.1KNew |
$409K - $494K
|
27.1K
$471K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 10.47% |
$136 - $164
|
95
$1.65K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.08% |
$1.51K - $1.82K
|
123K
$2.14M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36New |
$543 - $656
|
36
$625
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
29.5KNew |
$445K - $538K
|
29.5K
$512K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-882- 5.44% |
$13.3K - $16.1K
|
15.3K
$266K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
757New |
$11.4K - $13.8K
|
757
$13.1K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47.3KNew |
$714K - $862K
|
47.3K
$821K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.8K- 33.96% |
$27.2K - $32.8K
|
3.5K
$60.8K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
146+ 1.34% |
$2.2K - $2.66K
|
11.1K
$192K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17New |
$257 - $310
|
17
$295
|