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 |
---|---|---|---|---|---|---|---|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
120KNew |
$2.74M - $3.28M
|
120K
$2.15M
|
|
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
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-694Closed |
$15.9K - $19K
|
0
$0
|
|
Nov 01, 2018
Q3 2018
|
Community Trust & Investment CO
|
SELL
|
- |
-507KClosed |
$11.6M - $13.9M
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.77M
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Eulav Asset Management
|
SELL
|
- |
-120KClosed |
$2.75M - $3.28M
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
10KNew |
$229K - $274K
|
10K
$180K
|
|
Oct 18, 2018
Q3 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-144Closed |
$3.29K - $3.94K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.3KClosed |
$144K - $172K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Center Star Asset Management, LLC
|
SELL
|
- |
-5.9KClosed |
$135K - $162K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
E&G Advisors, LP
|
SELL
|
- |
-8.5KClosed |
$194K - $233K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.45KClosed |
$171K - $205K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-11KClosed |
$292K - $350K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-54.7KClosed |
$1.45M - $1.74M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Leuthold Group, LLC
|
SELL
|
- |
-99.4KClosed |
$2.63M - $3.16M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-650Closed |
$17.2K - $20.7K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-7.9KClosed |
$209K - $251K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-9.59KClosed |
$254K - $305K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-26.9KClosed |
$712K - $854K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Twin Capital Management Inc
|
SELL
|
- |
-57.2KClosed |
$1.52M - $1.82M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-10.8KClosed |
$287K - $344K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.49KClosed |
$172K - $206K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.9KClosed |
$1.03M - $1.23M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-24.6KClosed |
$652K - $782K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.29KClosed |
$193K - $232K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Brown Advisory Inc
|
SELL
|
- |
-7.74KClosed |
$205K - $246K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.8KClosed |
$287K - $345K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-195Closed |
$5.17K - $6.2K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100Closed |
$2.65K - $3.18K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
First Long Island Investors, LLC
|
SELL
|
- |
-348KClosed |
$9.22M - $11.1M
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-115Closed |
$3.05K - $3.65K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.79KClosed |
$207K - $248K
|
0
$0
|
|
Aug 06, 2018
Q2 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-29.2KClosed |
$775K - $929K
|
0
$0
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
46New |
$1.22K - $1.46K
|
46
$827
|
|
Aug 01, 2018
Q2 2018
|
Forward Management, LLC
|
SELL
|
- |
-18KClosed |
$476K - $570K
|
0
$0
|
|
Jul 27, 2018
Q2 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-63.2KClosed |
$1.68M - $2.01M
|
0
$0
|
|
Jul 26, 2018
Q2 2018
|
Middleton & CO Inc
|
SELL
|
- |
-22.1KClosed |
$587K - $703K
|
0
$0
|
|
Jul 25, 2018
Q2 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-27.8KClosed |
$738K - $884K
|
0
$0
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
8.11K+ 50.8% |
$215K - $258K
|
24.1K
$433K
|
|
Jul 20, 2018
Q2 2018
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-29KClosed |
$769K - $922K
|
0
$0
|