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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-119KClosed |
$3.05M - $3.48M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
14.7KNew |
$377K - $430K
|
14.7K
$264K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.7KClosed |
$995K - $1.14M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$1.23K - $1.41K
|
48
$863
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-309Closed |
$7.94K - $9.06K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.91KClosed |
$254K - $291K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
44.8K+ 246.15% |
$1.15M - $1.31M
|
63K
$1.13M
|
|
Aug 12, 2021
Q2 2021
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-121KClosed |
$3.1M - $3.54M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17Closed |
$437 - $499
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
6.19K+ 5.16% |
$159K - $182K
|
126K
$2.27M
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$551K - $629K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
SELL
|
- |
-10.8KClosed |
$279K - $318K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.1KClosed |
$284K - $324K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-89.5KClosed |
$2.3M - $2.62M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-11.3KClosed |
$290K - $331K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-33.9KClosed |
$870K - $994K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-43.3KClosed |
$1.11M - $1.27M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$2.57K - $2.93K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13.6KClosed |
$350K - $399K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.3KClosed |
$213K - $243K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.1KClosed |
$620K - $708K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-349Closed |
$8.97K - $10.2K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-27.6KClosed |
$708K - $808K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-39.7KClosed |
$1.02M - $1.17M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-149KClosed |
$3.83M - $4.38M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-40.5KClosed |
$1.04M - $1.19M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$25.8K - $29.5K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-109KClosed |
$2.8M - $3.2M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-564Closed |
$14.5K - $16.5K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-68.4KClosed |
$1.76M - $2.01M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-13.8KClosed |
$356K - $406K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-82.9KClosed |
$2.13M - $2.43M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16.8KClosed |
$430K - $491K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-442KClosed |
$11.4M - $13M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
150+ 50.0% |
$3.85K - $4.4K
|
450
$8.09K
|
|
Q1 2021 | |||||||
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-905Closed |
$15.3K - $23.5K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$18.1K - $27.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.7KClosed |
$266K - $407K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-1.64MClosed |
$27.7M - $42.5M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.13KClosed |
$53.1K - $81.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-85KClosed |
$1.44M - $2.21M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-52KClosed |
$881K - $1.35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.53KClosed |
$42.9K - $65.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-30.2KClosed |
$511K - $784K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.54KClosed |
$26K - $39.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-56.8KClosed |
$963K - $1.48M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.77KClosed |
$30K - $46.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53.4KClosed |
$906K - $1.39M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.43KClosed |
$24.2K - $37.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
574New |
$9.73K - $14.9K
|
574
$10.3K
|