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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-348K- 66.54% |
$4.93M - $5.9M
|
175K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.84K+ 20.17% |
$54.4K - $65K
|
22.9K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 24.39% |
$142 - $169
|
51
$834
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 64.52% |
$1.42K - $1.69K
|
55
$900
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-83.6K- 28.55% |
$1.18M - $1.42M
|
209K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
95.6K+ 39.92% |
$1.35M - $1.62M
|
335K
$5.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
413K+ 38.24% |
$5.85M - $6.99M
|
1.49M
$24.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171New |
$2.42K - $2.9K
|
171
$2.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$1.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
57+ 0.6% |
$808 - $966
|
9.53K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-335- 0.11% |
$4.75K - $5.67K
|
295K
$4.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
14.6KNew |
$207K - $248K
|
14.6K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-29.1K- 28.06% |
$412K - $492K
|
74.5K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.04KNew |
$28.9K - $34.5K
|
2.04K
$33.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
97New |
$1.37K - $1.64K
|
97
$1.59K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
15.6K+ 10.01% |
$221K - $264K
|
171K
$2.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
42K+ 322.09% |
$596K - $712K
|
55.1K
$901K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
241New |
$3.41K - $4.08K
|
241
$3.94K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7K+ 10.17% |
$99.2K - $119K
|
75.8K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.2K - $16.9K
|
1K
$16.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-84- 10.42% |
$1.19K - $1.42K
|
722
$11.8K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.44K- 45.1% |
$48.7K - $58.2K
|
4.18K
$68.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-228K- 20.42% |
$3.23M - $3.86M
|
887K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
53+ 117.78% |
$751 - $898
|
98
$1.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-209- 22.16% |
$2.96K - $3.54K
|
734
$12K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 14.52% |
$638 - $762
|
355
$5.81K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
897+ 151.26% |
$12.7K - $15.2K
|
1.49K
$24.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
862+ 126.21% |
$12.2K - $14.6K
|
1.55K
$25.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.88KNew |
$26.6K - $31.8K
|
1.88K
$30.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46KNew |
$20.6K - $24.6K
|
1.46K
$23.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
60New |
$850 - $1.02K
|
60
$982
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-57- 77.03% |
$808 - $966
|
17
$278
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 3.35% |
$496 - $593
|
1.08K
$17.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.3K+ 1851.72% |
$60.9K - $72.8K
|
4.53K
$74.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$99.2 - $119
|
7
$115
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.62K+ 22.26% |
$37.1K - $44.4K
|
14.4K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$1.88K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
48.7KNew |
$691K - $826K
|
48.7K
$797K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-99- 68.75% |
$1.4K - $1.68K
|
45
$736
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
311+ 1.3% |
$4.41K - $5.27K
|
24.3K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
327New |
$4.63K - $5.54K
|
327
$5.35K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
30.2KNew |
$428K - $512K
|
30.2K
$494K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.5K- 3.37% |
$21.3K - $25.4K
|
43K
$703K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
575+ 3.35% |
$8.15K - $9.74K
|
17.7K
$290K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
430New |
$6.09K - $7.28K
|
430
$7.03K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 115.0% |
$652 - $779
|
86
$1.41K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
115K+ 61.62% |
$1.73M - $2.09M
|
301K
$4.93M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
150K+ 5364.29% |
$2.27M - $2.74M
|
153K
$2.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-359- 9.91% |
$5.42K - $6.54K
|
3.26K
$53.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|