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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$16.6K - $20.2K
|
1.16K
$20.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
350New |
$5.03K - $6.11K
|
350
$6.29K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
748New |
$10.8K - $13.1K
|
748
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
50KNew |
$719K - $874K
|
50K
$899K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20.8K+ 45.14% |
$299K - $363K
|
66.9K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
560KNew |
$8.05M - $9.78M
|
560K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-294- 32.96% |
$4.23K - $5.14K
|
598
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
200K+ 57.14% |
$2.88M - $3.49M
|
550K
$9.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-758K- 43.11% |
$10.9M - $13.2M
|
1M
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-10.4K- 42.98% |
$150K - $182K
|
13.8K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.53K- 11.49% |
$21.9K - $26.6K
|
11.7K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.16K+ 3.87% |
$16.7K - $20.3K
|
31.2K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34- 46.58% |
$489 - $594
|
39
$701
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.56% |
$1.14K - $1.38K
|
14.2K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-71.8K- 29.07% |
$1.03M - $1.25M
|
175K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3K- 1.78% |
$43.1K - $52.4K
|
166K
$2.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-475- 4.47% |
$6.83K - $8.3K
|
10.1K
$182K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-21- 51.22% |
$302 - $367
|
20
$360
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-38K- 78.52% |
$546K - $663K
|
10.4K
$187K
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-25K- 16.13% |
$360K - $437K
|
130K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
677New |
$9.74K - $11.8K
|
677
$12.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-33- 1.85% |
$475 - $577
|
1.75K
$31.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.73% |
$129 - $157
|
1.24K
$22.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 6.96% |
$20.5K - $24.9K
|
22K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$1.44K - $1.75K
|
100
$1.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
23.7KNew |
$341K - $415K
|
23.7K
$427K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
599+ 2.01% |
$8.61K - $10.5K
|
30.4K
$547K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 33.73% |
$1.24K - $1.5K
|
169
$3.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 16.67% |
$173 - $210
|
84
$1.51K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.43K- 14.3% |
$63.7K - $77.3K
|
26.5K
$477K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172KNew |
$2.59M - $3.48M
|
172K
$3.1M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.19K+ 293.29% |
$32.9K - $44.2K
|
2.93K
$52.7K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$1.77K - $2.38K
|
118
$2.12K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 9.35% |
$692 - $930
|
446
$8.02K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
39.8K+ 241.63% |
$599K - $805K
|
56.3K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 40.45% |
$45.6K - $61.3K
|
4.47K
$80.4K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$247K - $332K
|
16.4K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
40.1KNew |
$604K - $811K
|
40.1K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
157KNew |
$2.36M - $3.17M
|
157K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-183- 1.69% |
$2.75K - $3.7K
|
10.7K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 34.54% |
$94.9K - $127K
|
24.6K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.6K+ 43.9% |
$340K - $457K
|
74.2K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.8K+ 5.55% |
$27.1K - $36.5K
|
34.3K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109New |
$1.64K - $2.2K
|
109
$1.96K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-79.6K- 22.25% |
$1.2M - $1.61M
|
278K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42.9K- 68.07% |
$645K - $867K
|
20.1K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.67KNew |
$100K - $135K
|
6.67K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.8KNew |
$328K - $441K
|
21.8K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
815+ 1.26% |
$12.3K - $16.5K
|
65.5K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$49.5K - $66.6K
|
3.29K
$59.2K
|
|