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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
137+ 0.51% |
$1.94K - $2.32K
|
27.1K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
135+ 1.04% |
$1.91K - $2.29K
|
13.1K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128+ 20.98% |
$1.81K - $2.17K
|
738
$12.3K
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
128+ 0.13% |
$1.81K - $2.17K
|
98.8K
$1.64M
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
125+ 1.03% |
$1.77K - $2.12K
|
12.2K
$203K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$1.91K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$1.91K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
107New |
$1.52K - $1.81K
|
107
$1.78K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
100+ 0.51% |
$1.42K - $1.69K
|
19.6K
$325K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
97New |
$1.37K - $1.64K
|
97
$1.61K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92+ 9.69% |
$1.3K - $1.56K
|
1.04K
$17.3K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 0.84% |
$1.05K - $1.25K
|
8.92K
$148K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69+ 0.2% |
$978 - $1.17K
|
34K
$565K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
60New |
$850 - $1.02K
|
60
$996
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
57+ 0.6% |
$808 - $966
|
9.53K
$158K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
53+ 117.78% |
$751 - $898
|
98
$1.63K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
51New |
$723 - $864
|
51
$847
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 115.0% |
$652 - $779
|
86
$1.43K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 14.52% |
$638 - $762
|
355
$5.89K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 75.47% |
$567 - $678
|
93
$1.54K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 0.2% |
$567 - $678
|
20.1K
$333K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 3.35% |
$496 - $593
|
1.08K
$17.9K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
31+ 0.17% |
$439 - $525
|
18.6K
$309K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 4.55% |
$397 - $474
|
643
$10.7K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24+ 0.01% |
$340 - $407
|
284K
$4.72M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24+ 0.13% |
$340 - $407
|
18.5K
$307K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
17+ 0.02% |
$241 - $288
|
99.2K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 17.33% |
$184 - $220
|
88
$1.46K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 24.39% |
$142 - $169
|
51
$847
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 4.29% |
$128 - $152
|
219
$3.64K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$99.2 - $119
|
7
$116
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
6+ 300.0% |
$85 - $102
|
8
$133
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 7.58% |
$70.9 - $84.7
|
71
$1.18K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.04% |
$70.9 - $84.7
|
14.1K
$235K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.06% |
$56.7 - $67.8
|
6.31K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.56% |
$14.2 - $16.9
|
40
$664
|
|
Q1 2024 | |||||||
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.5MNew |
$37.7M - $45.6M
|
2.5M
$41.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 23.67% |
$17.7M - $21.4M
|
6.12M
$102M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
978KNew |
$14.8M - $17.8M
|
978K
$16.2M
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
656K+ 2712.89% |
$9.9M - $12M
|
680K
$11.3M
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
440K+ 964.9% |
$6.64M - $8.02M
|
486K
$8.06M
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
301KNew |
$4.55M - $5.49M
|
301K
$5M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
163K+ 70.94% |
$2.47M - $2.98M
|
394K
$6.54M
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
128K+ 64.71% |
$1.93M - $2.34M
|
326K
$5.42M
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
125KNew |
$1.88M - $2.27M
|
125K
$2.07M
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
82KNew |
$1.24M - $1.49M
|
82K
$1.36M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
73.1K+ 322.95% |
$1.1M - $1.33M
|
95.7K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
51.2KNew |
$773K - $933K
|
51.2K
$850K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47.3KNew |
$714K - $862K
|
47.3K
$786K
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
36.6KNew |
$552K - $666K
|
36.6K
$607K
|