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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
3.53K+ 11.55% |
$52.4K - $62.6K
|
34.1K
$613K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
266New |
$3.95K - $4.72K
|
266
$4.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.8K+ 75.23% |
$220K - $263K
|
34.6K
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$1.41K - $1.69K
|
19.7K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.78% |
$2.97K - $3.55K
|
25.3K
$455K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.81K+ 304.04% |
$26.8K - $32K
|
2.4K
$43.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-293- 0.31% |
$4.35K - $5.2K
|
93.6K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.9K+ 39.39% |
$117K - $140K
|
27.9K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70.7K+ 591.24% |
$1.05M - $1.25M
|
82.6K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
41.3KNew |
$613K - $733K
|
41.3K
$742K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
633New |
$9.4K - $11.2K
|
633
$11.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.32% |
$1.4K - $1.67K
|
29.8K
$535K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-327- 1.16% |
$4.86K - $5.8K
|
28K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-205- 1.41% |
$3.04K - $3.64K
|
14.4K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.19K- 2.84% |
$17.6K - $21.1K
|
40.6K
$730K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-666- 7.99% |
$9.89K - $11.8K
|
7.67K
$138K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.19K+ 1.95% |
$92K - $110K
|
324K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.44K- 2.63% |
$21.4K - $25.6K
|
53.5K
$962K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.9KNew |
$280K - $335K
|
18.9K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
161New |
$2.39K - $2.86K
|
161
$2.89K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.67K- 27.41% |
$114K - $136K
|
20.3K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
757New |
$11.2K - $13.4K
|
757
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 14.19% |
$327 - $390
|
177
$3.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.95K+ 4.32% |
$58.6K - $70.1K
|
95.4K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
52.3KNew |
$777K - $928K
|
52.3K
$941K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-460- 0.86% |
$6.83K - $8.16K
|
53.1K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-134K- 57.78% |
$1.98M - $2.37M
|
97.6K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.45K- 3.85% |
$51.2K - $61.1K
|
86.2K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$7.43K - $8.87K
|
500
$8.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.24K- 22.83% |
$48.1K - $57.4K
|
10.9K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
941+ 4.39% |
$14K - $16.7K
|
22.4K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.9K- 30.69% |
$147K - $176K
|
22.4K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$44.6 - $53.2
|
3
$53.9
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.02K+ 1.32% |
$15.1K - $18.1K
|
78.5K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 6.35% |
$15.7K - $18.7K
|
17.7K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.95K+ 714.29% |
$88.4K - $106K
|
6.78K
$122K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.4K+ 109.11% |
$287K - $343K
|
37.1K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 6.32% |
$89.1 - $106
|
101
$1.82K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.42K+ 3.47% |
$35.9K - $42.9K
|
72K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.9K- 54.29% |
$28.2K - $33.7K
|
1.6K
$28.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 14.61% |
$475 - $568
|
251
$4.51K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 4.29% |
$6.93K - $8.28K
|
11.4K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 3.41% |
$44.6 - $53.2
|
91
$1.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-950- 76.74% |
$14.1K - $16.9K
|
288
$5.18K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-500K- 20.0% |
$7.43M - $8.87M
|
2M
$36M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 288.46% |
$1.11K - $1.33K
|
101
$1.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 10.53% |
$2.97K - $3.55K
|
1.7K
$30.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
278KNew |
$4.13M - $4.94M
|
278K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
394+ 1.17% |
$5.85K - $6.99K
|
33.9K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.32% |
$44.6 - $53.2
|
230
$4.14K
|