Purchases and Sales Made in Q4 2022 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 2022. The information is specifically focused on institutions that hold shares of Invesco Ltd..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.31KNew |
$31.7K - $45.7K
|
2.31K
$42.3K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.29K+ 117.6% |
$31.4K - $45.2K
|
4.23K
$77.3K
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.28K+ 0.4% |
$31.3K - $45K
|
577K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 8.25% |
$31K - $44.7K
|
29.7K
$542K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.25K+ 20.8% |
$30.9K - $44.5K
|
13.1K
$239K
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.24K+ 1.55% |
$30.7K - $44.2K
|
146K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.12K+ 4.37% |
$29.1K - $41.9K
|
50.7K
$927K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.08K+ 35.01% |
$28.6K - $41.2K
|
8.03K
$147K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05KNew |
$28.1K - $40.5K
|
2.05K
$37.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$27.4K - $39.5K
|
2K
$36.6K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.99K+ 3.17% |
$27.3K - $39.3K
|
64.8K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.86K+ 12.16% |
$25.5K - $36.7K
|
17.1K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.79K+ 1144.23% |
$24.5K - $35.3K
|
1.94K
$35.5K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.68K+ 0.99% |
$23.1K - $33.3K
|
172K
$3.14M
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.63K+ 2.42% |
$22.3K - $32.2K
|
69K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.46KNew |
$20K - $28.8K
|
1.46K
$26.6K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$19.9K - $28.7K
|
1.45K
$26.5K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.12KNew |
$15.4K - $22.2K
|
1.12K
$20.5K
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.8% |
$15.1K - $21.7K
|
139K
$2.53M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.03K+ 26.59% |
$14.1K - $20.3K
|
4.9K
$89.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 125.7% |
$14.1K - $20.3K
|
1.84K
$33.7K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
962+ 57.6% |
$13.2K - $19K
|
2.63K
$48.1K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
952+ 83.58% |
$13.1K - $18.8K
|
2.09K
$38.2K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
911+ 6.39% |
$12.5K - $18K
|
15.2K
$277K
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
894+ 3.67% |
$12.3K - $17.7K
|
25.2K
$462K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
852New |
$11.7K - $16.8K
|
852
$15.6K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
848New |
$11.6K - $16.8K
|
848
$15.5K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
796+ 31.13% |
$10.9K - $15.7K
|
3.35K
$61.3K
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
780+ 4.46% |
$10.7K - $15.4K
|
18.3K
$334K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
760New |
$10.4K - $15K
|
760
$13.9K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
700New |
$9.6K - $13.8K
|
700
$12.8K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
644+ 12.93% |
$8.84K - $12.7K
|
5.63K
$103K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
643New |
$8.82K - $12.7K
|
643
$11.8K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
618+ 4.34% |
$8.48K - $12.2K
|
14.9K
$272K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
594+ 1120.75% |
$8.15K - $11.7K
|
647
$11.8K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
555+ 0.88% |
$7.61K - $11K
|
63.7K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540New |
$7.41K - $10.7K
|
540
$9.87K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
537+ 5.62% |
$7.37K - $10.6K
|
10.1K
$185K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
492New |
$6.75K - $9.73K
|
492
$8.99K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
469New |
$6.43K - $9.27K
|
469
$8.57K
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
465+ 1.83% |
$6.38K - $9.19K
|
25.9K
$474K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
462+ 1.94% |
$6.34K - $9.13K
|
24.3K
$444K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
418+ 0.79% |
$5.73K - $8.26K
|
53.2K
$973K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 30.51% |
$5.53K - $7.97K
|
1.72K
$31.5K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
334+ 0.56% |
$4.58K - $6.6K
|
60.2K
$1.1M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
333+ 8.56% |
$4.57K - $6.58K
|
4.23K
$77.2K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
320New |
$4.39K - $6.33K
|
320
$5.85K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
317+ 2.01% |
$4.35K - $6.27K
|
16.1K
$294K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
307+ 2.64% |
$4.21K - $6.07K
|
12K
$219K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.03% |
$4.12K - $5.93K
|
29.4K
$537K
|