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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-53.8KClosed |
$1.17M - $1.43M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.2KClosed |
$222K - $271K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-380Closed |
$8.27K - $10.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-29KClosed |
$631K - $770K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.17K- 5.01% |
$25.4K - $31K
|
22.1K
$398K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
320+ 3.85% |
$6.96K - $8.49K
|
8.63K
$155K
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-9.41KClosed |
$205K - $250K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
171New |
$3.72K - $4.54K
|
171
$3.07K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35Closed |
$762 - $929
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-1.6KClosed |
$34.9K - $42.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
800New |
$17.4K - $21.2K
|
800
$14.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-66.1KClosed |
$1.44M - $1.75M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-40.7KClosed |
$886K - $1.08M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.05KNew |
$22.8K - $27.9K
|
1.05K
$18.9K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$245K - $282K
|
10.5K
$188K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-998- 2.49% |
$23.4K - $26.9K
|
39.1K
$703K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-50- 50.0% |
$1.17K - $1.35K
|
50
$899
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25.5KClosed |
$598K - $688K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.5KClosed |
$362K - $417K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.06KClosed |
$189K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.69KClosed |
$39.5K - $45.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.7K- 20.16% |
$63.2K - $72.8K
|
10.7K
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.34K - $2.7K
|
100
$1.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-16.8KClosed |
$393K - $453K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-7.71KClosed |
$181K - $208K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-28.2KClosed |
$660K - $760K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-7.58KClosed |
$178K - $204K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$304 - $350
|
13
$234
|
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.58MClosed |
$60.3M - $69.4M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-58.6KClosed |
$1.37M - $1.58M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.97K+ 5.46% |
$92.9K - $107K
|
76.7K
$1.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-300Closed |
$7.03K - $8.09K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-21.1KClosed |
$494K - $568K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-9.55KClosed |
$224K - $257K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-14.5KClosed |
$340K - $391K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-14.6KClosed |
$342K - $394K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-11.9KClosed |
$279K - $322K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-200Closed |
$4.68K - $5.39K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.57KClosed |
$177K - $204K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.37KNew |
$78.9K - $90.8K
|
3.37K
$60.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-136Closed |
$3.19K - $3.67K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-410- 46.75% |
$9.6K - $11K
|
467
$8.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-12KClosed |
$281K - $323K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$1.08K - $1.24K
|
46
$827
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.5KClosed |
$269K - $309K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-256KClosed |
$6M - $6.9M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-161Closed |
$3.77K - $4.34K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-124Closed |
$2.9K - $3.34K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.66K- 32.59% |
$42.6K - $48.6K
|
3.43K
$61.7K
|
|