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 14, 2019
Q4 2018
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-1.28MClosed |
$20M - $29.6M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-746KClosed |
$11.7M - $17.3M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-127KClosed |
$2M - $2.95M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.34KClosed |
$147K - $217K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.82KClosed |
$139K - $205K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1KClosed |
$252K - $373K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150KClosed |
$2.36M - $3.49M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-59KClosed |
$926K - $1.37M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-289KClosed |
$4.53M - $6.71M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115New |
$1.81K - $2.67K
|
115
$1.93K
|
|
Feb 12, 2019
Q4 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-30.1KClosed |
$474K - $701K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Tcw Group Inc
|
SELL
|
- |
-372KClosed |
$5.84M - $8.64M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
400New |
$6.28K - $9.3K
|
400
$6.7K
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-531Closed |
$8.34K - $12.3K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Park Circle CO
|
SELL
|
- |
-800Closed |
$12.6K - $18.6K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-110Closed |
$1.73K - $2.56K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-57Closed |
$895 - $1.32K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$3.14K - $4.65K
|
200
$3.35K
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-396Closed |
$6.22K - $9.2K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.85KClosed |
$29K - $42.9K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-4.14KClosed |
$65K - $96.1K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-60.3KClosed |
$948K - $1.4M
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-26.9KClosed |
$422K - $625K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-10.8KClosed |
$170K - $251K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-667KClosed |
$10.5M - $15.5M
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-148Closed |
$2.33K - $3.44K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-131KClosed |
$2.06M - $3.05M
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Howard Capital Management Inc.
|
SELL
|
- |
-550KClosed |
$8.64M - $12.8M
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.7KClosed |
$183K - $271K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-3KClosed |
$47.1K - $69.7K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Tealwood Asset Management Inc
|
SELL
|
- |
-127KClosed |
$1.99M - $2.94M
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Coastline Trust CO
|
SELL
|
- |
-28.8KClosed |
$453K - $670K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-47.5KClosed |
$746K - $1.1M
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-26- 0.77% |
$595 - $711
|
3.34K
$55.9K
|
|
Nov 16, 2018
Q3 2018
|
Exane Asset Management
|
SELL
|
- |
-1.56KClosed |
$35.6K - $42.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-1.8KClosed |
$41.2K - $49.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
120KNew |
$2.74M - $3.28M
|
120K
$2.01M
|
|
Nov 14, 2018
Q3 2018
|
Boston Partners
Boston, MA |
SELL
|
- |
-38.7KClosed |
$886K - $1.06M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-342Closed |
$7.82K - $9.36K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-409KClosed |
$9.36M - $11.2M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-49.6KClosed |
$1.13M - $1.36M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-20KClosed |
$457K - $547K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.9KClosed |
$181K - $216K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.19KClosed |
$210K - $251K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-120Closed |
$2.75K - $3.28K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-50.7KClosed |
$1.16M - $1.39M
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-35.5KClosed |
$812K - $972K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-41.7KClosed |
$954K - $1.14M
|
0
$0
|