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 |
---|---|---|---|---|---|---|---|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 4.01% |
$724 - $875
|
1.25K
$20.9K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
125KNew |
$1.88M - $2.27M
|
125K
$2.09M
|
|
Q4 2023 | |||||||
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.79K- 5.66% |
$22.4K - $32.3K
|
29.8K
$499K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-420- 80.46% |
$5.26K - $7.59K
|
102
$1.71K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 1.32% |
$113 - $163
|
690
$11.6K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
179New |
$2.24K - $3.23K
|
179
$3K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.19K- 59.74% |
$102K - $148K
|
5.52K
$92.4K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
43New |
$538 - $777
|
43
$720
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.71K - $12.6K
|
696
$11.7K
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-125K- 91.23% |
$1.57M - $2.26M
|
12K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-498- 4.15% |
$6.23K - $9K
|
11.5K
$193K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
93+ 22.04% |
$1.16K - $1.68K
|
515
$8.63K
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34.1KNew |
$427K - $616K
|
34.1K
$571K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
481KNew |
$6.02M - $8.69M
|
481K
$8.05M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
112New |
$1.4K - $2.02K
|
112
$1.88K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.64K- 14.95% |
$33K - $47.7K
|
15K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$188K
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-23.7K- 24.44% |
$297K - $429K
|
73.4K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$2.4K - $3.47K
|
192
$3.22K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 8.57% |
$14.5K - $21K
|
12.4K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-432- 17.45% |
$5.41K - $7.81K
|
2.04K
$34.2K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-125K- 47.17% |
$1.57M - $2.26M
|
140K
$2.35M
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
48.5K+ 196.36% |
$607K - $876K
|
73.2K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
644K+ 2923.09% |
$8.06M - $11.6M
|
666K
$11.2M
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
77.8KNew |
$974K - $1.41M
|
77.8K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
181KNew |
$2.27M - $3.27M
|
181K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.8KNew |
$147K - $212K
|
11.8K
$197K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-434- 22.2% |
$5.43K - $7.84K
|
1.52K
$25.5K
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-58.5K- 79.77% |
$732K - $1.06M
|
14.8K
$248K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
191New |
$2.39K - $3.45K
|
191
$3.2K
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
64.5KNew |
$808K - $1.17M
|
64.5K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-70K- 46.75% |
$876K - $1.26M
|
79.7K
$1.34M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4K- 5.1% |
$30K - $43.3K
|
44.6K
$747K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-366Closed |
$4.58K - $6.61K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
98.1K+ 57.21% |
$1.23M - $1.77M
|
270K
$4.51M
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 2.99% |
$15K - $21.7K
|
39K
$653K
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-20.1K- 45.09% |
$251K - $363K
|
24.4K
$409K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.71K- 1.21% |
$21.4K - $30.9K
|
139K
$2.33M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13- 9.63% |
$163 - $235
|
122
$2.04K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
249New |
$3.12K - $4.5K
|
249
$4.17K
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-52K- 69.43% |
$651K - $940K
|
22.9K
$384K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
85New |
$1.06K - $1.54K
|
85
$1.42K
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-438- 1.78% |
$5.48K - $7.91K
|
24.2K
$406K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85KNew |
$48.3K - $69.6K
|
3.85K
$64.6K
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.94K+ 27.01% |
$61.8K - $89.2K
|
23.2K
$389K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
24New |
$300 - $434
|
24
$402
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 36.9% |
$864 - $1.25K
|
256
$4.29K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.5K- 17.24% |
$31.3K - $45.2K
|
12K
$201K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$2.32K - $3.34K
|
185
$3.1K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$203K - $292K
|
16.2K
$271K
|