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 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.21KClosed |
$18.5K - $22.2K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-620Closed |
$9.52K - $11.4K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Versor Investments LP
|
SELL
|
- |
-28.4KClosed |
$436K - $523K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3KClosed |
$46.1K - $55.3K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-68.7KClosed |
$1.05M - $1.27M
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11KClosed |
$168K - $202K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Advisors Inc
|
SELL
|
- |
-434KClosed |
$6.66M - $8M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Washington Trust Bank
|
SELL
|
- |
-11.1KClosed |
$171K - $205K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-500Closed |
$7.68K - $9.22K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-700Closed |
$10.7K - $12.9K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Cullinan Associates Inc
|
SELL
|
- |
-132KClosed |
$2.03M - $2.44M
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
PUT |
983New |
$15.1K - $18.1K
|
983
$16.5K
|
|
Jan 14, 2020
Q4 2019
|
Univest Financial Corp
|
SELL
|
- |
-24.1KClosed |
$370K - $444K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Century Link Investment Management CO
|
SELL
|
- |
-29.6KClosed |
$454K - $546K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.8KNew |
$377K - $520K
|
24.8K
$415K
|
|
Nov 14, 2019
Q3 2019
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-6.12MClosed |
$93M - $128M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
19.6KNew |
$298K - $410K
|
19.6K
$328K
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.5MClosed |
$38M - $52.4M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-15.8KClosed |
$240K - $331K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Mutual Insurance CO
|
SELL
|
- |
-65.7KClosed |
$999K - $1.38M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-9.26KClosed |
$141K - $194K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Profund Advisors LLC
|
SELL
|
- |
-10.2KClosed |
$155K - $215K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
$1.54K - $2.12K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-584- 18.06% |
$8.88K - $12.2K
|
2.65K
$44.4K
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-58.5KClosed |
$889K - $1.23M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11.1KClosed |
$168K - $232K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-81.7KClosed |
$1.24M - $1.71M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.6KClosed |
$237K - $326K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01KClosed |
$45.8K - $63.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-105Closed |
$1.6K - $2.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-92Closed |
$1.4K - $1.93K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-816Closed |
$12.4K - $17.1K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Arcadia Investment Management Corp
|
SELL
|
- |
-650Closed |
$9.88K - $13.6K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-606Closed |
$9.21K - $12.7K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$153K - $211K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-1.86MClosed |
$28.3M - $39M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.2KClosed |
$230K - $318K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-231Closed |
$3.51K - $4.84K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$9.12K - $12.6K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122KClosed |
$1.85M - $2.55M
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
First Hawaiian Bank
|
SELL
|
- |
-16.2KClosed |
$247K - $341K
|
0
$0
|
|
Q2 2019 | |||||||
Jun 23, 2021
Q2 2019
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6KClosed |
$207K - $233K
|
0
$0
|
|
Sep 06, 2019
Q2 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90Closed |
$1.76K - $1.98K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-60Closed |
$1.17K - $1.32K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-68.8KClosed |
$1.34M - $1.51M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$21.7K - $24.4K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952Closed |
$18.6K - $20.9K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-27Closed |
$528 - $593
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-14Closed |
$274 - $308
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-92.8KClosed |
$1.81M - $2.04M
|
0
$0
|