Latest Institutional Purchases of Invesco Ltd. (IVZ)
This list provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.07% |
$151 - $210
|
14.9K
$272K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
47K+ 313.33% |
$749K - $1.1M
|
62K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
43.8KNew |
$698K - $1.02M
|
43.8K
$801K
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
26.6KNew |
$423K - $619K
|
26.6K
$486K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
20.3KNew |
$323K - $472K
|
20.3K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$226K - $331K
|
14.2K
$260K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.78K+ 58.63% |
$140K - $205K
|
23.7K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.2K+ 40.45% |
$115K - $168K
|
25K
$457K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.41K+ 7.88% |
$54.3K - $79.5K
|
46.7K
$853K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.72% |
$41.9K - $61.3K
|
41.8K
$763K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
2.43K+ 27.96% |
$38.7K - $56.6K
|
11.1K
$203K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 19.82% |
$29.9K - $43.7K
|
11.3K
$207K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
899+ 5.31% |
$14.3K - $21K
|
17.8K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
635+ 3.1% |
$10.1K - $14.8K
|
21.1K
$386K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
508New |
$8.09K - $11.8K
|
508
$9.29K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
480+ 102.13% |
$7.65K - $11.2K
|
950
$17.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
376New |
$5.99K - $8.76K
|
376
$6.87K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
171New |
$2.72K - $3.99K
|
171
$3.13K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
162New |
$2.58K - $3.78K
|
162
$2.96K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
143+ 21.54% |
$2.28K - $3.33K
|
807
$14.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
83New |
$1.32K - $1.93K
|
83
$1.52K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
57New |
$908 - $1.33K
|
57
$1.04K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33New |
$526 - $769
|
33
$603
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24New |
$382 - $559
|
24
$439
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$271 - $396
|
17
$311
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 85.71% |
$95.6 - $140
|
13
$238
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$95.6 - $140
|
6
$110
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
47.7K+ 28.68% |
$889K - $1.19M
|
214K
$3.91M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$268K - $358K
|
14.4K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$578 - $772
|
31
$567
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.05KNew |
$22.8K - $27.9K
|
1.05K
$19.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
800New |
$17.4K - $21.2K
|
800
$14.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
750New |
$16.3K - $19.9K
|
750
$13.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325New |
$7.07K - $8.62K
|
325
$5.94K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
320+ 3.85% |
$6.96K - $8.49K
|
8.63K
$158K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
306New |
$6.66K - $8.12K
|
306
$5.59K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
171New |
$3.72K - $4.54K
|
171
$3.13K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
166New |
$3.61K - $4.4K
|
166
$3.03K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
108New |
$2.35K - $2.87K
|
108
$1.97K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20New |
$435 - $531
|
20
$366
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10New |
$218 - $265
|
10
$183
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$245K - $282K
|
10.5K
$191K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.97K+ 5.46% |
$92.9K - $107K
|
76.7K
$1.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.37KNew |
$78.9K - $90.8K
|
3.37K
$61.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.34K - $2.7K
|
100
$1.83K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$1.08K - $1.24K
|
46
$841
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$304 - $350
|
13
$238
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
44.8K+ 246.15% |
$1.15M - $1.31M
|
63K
$1.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
14.7KNew |
$377K - $430K
|
14.7K
$268K
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
6.19K+ 5.16% |
$159K - $182K
|
126K
$2.31M
|
|