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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
941+ 4.39% |
$14K - $16.7K
|
22.4K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
816+ 4.46% |
$12.1K - $14.5K
|
19.1K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
757New |
$11.2K - $13.4K
|
757
$13.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
675+ 2.88% |
$10K - $12K
|
24.1K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
633New |
$9.4K - $11.2K
|
633
$11.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
629+ 325.91% |
$9.34K - $11.2K
|
822
$15K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
533+ 4.38% |
$7.92K - $9.46K
|
12.7K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
502+ 40.91% |
$7.45K - $8.91K
|
1.73K
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$7.43K - $8.87K
|
500
$9.14K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 4.29% |
$6.93K - $8.28K
|
11.4K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$6.16K - $7.36K
|
415
$7.59K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
394+ 1.17% |
$5.85K - $6.99K
|
33.9K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
336+ 57.73% |
$4.99K - $5.96K
|
918
$16.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
321New |
$4.77K - $5.69K
|
321
$5.87K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
303+ 19.92% |
$4.5K - $5.38K
|
1.82K
$33.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
282+ 0.83% |
$4.19K - $5K
|
34.3K
$627K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
266New |
$3.95K - $4.72K
|
266
$4.86K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
231+ 1.23% |
$3.43K - $4.1K
|
19K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
203+ 43.38% |
$3.01K - $3.6K
|
671
$12.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
197+ 0.27% |
$2.93K - $3.49K
|
72.5K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 0.84% |
$2.66K - $3.18K
|
21.5K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
161New |
$2.39K - $2.86K
|
161
$2.94K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$1.41K - $1.69K
|
19.7K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.32% |
$1.4K - $1.67K
|
29.8K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
86+ 16.67% |
$1.28K - $1.53K
|
602
$11K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
77New |
$1.14K - $1.37K
|
77
$1.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 288.46% |
$1.11K - $1.33K
|
101
$1.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
35+ 5.07% |
$520 - $621
|
726
$13.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 35.48% |
$490 - $585
|
126
$2.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 10.26% |
$475 - $568
|
344
$6.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 14.61% |
$475 - $568
|
251
$4.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$401 - $479
|
27
$494
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$386 - $461
|
26
$475
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 32.39% |
$342 - $408
|
94
$1.72K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 14.19% |
$327 - $390
|
177
$3.24K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
14+ 0.14% |
$208 - $248
|
10.3K
$189K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.88% |
$163 - $195
|
1.26K
$23K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.11% |
$104 - $124
|
6.32K
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 1.41% |
$89.1 - $106
|
433
$7.92K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 6.32% |
$89.1 - $106
|
101
$1.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$74.3 - $88.7
|
159K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$44.6 - $53.2
|
3
$54.8
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$44.6 - $53.2
|
3
$54.8
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 3.41% |
$44.6 - $53.2
|
91
$1.66K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.32% |
$44.6 - $53.2
|
230
$4.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$29.7 - $35.5
|
2
$36.6
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$14.9 - $17.7
|
9
$165
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.51MNew |
$49.7M - $59.4M
|
3.51M
$64.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.34M+ 134.59% |
$47.4M - $56.6M
|
5.83M
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.75M+ 117.36% |
$39M - $46.6M
|
5.1M
$93.2M
|
|