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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-90K- 19.14% |
$1.33M - $1.74M
|
380K
$6.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-372- 0.57% |
$5.51K - $7.19K
|
65.4K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.47K+ 9.09% |
$21.8K - $28.5K
|
17.7K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33K- 5.23% |
$489K - $638K
|
598K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 7.42% |
$38K - $49.6K
|
37.1K
$641K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.22KNew |
$47.7K - $62.3K
|
3.22K
$55.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 29.63% |
$119 - $155
|
35
$605
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25.6K- 61.61% |
$379K - $494K
|
15.9K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$313K - $408K
|
21.1K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 40.77% |
$225K - $294K
|
52.5K
$907K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59.3K+ 24803.35% |
$879K - $1.15M
|
59.5K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.94K- 5.58% |
$43.5K - $56.8K
|
49.7K
$858K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.66K+ 5.61% |
$24.6K - $32.1K
|
31.3K
$541K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.13% |
$14.8 - $19.3
|
33
$570
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$133 - $174
|
9
$156
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 122.22% |
$489 - $638
|
60
$1.04K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-201- 4.66% |
$2.98K - $3.89K
|
4.12K
$71.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
6.74K+ 2.06% |
$99.8K - $130K
|
333K
$5.75M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
360K+ 12.09% |
$6.03M - $6.7M
|
3.33M
$57.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.9K- 42.62% |
$518K - $575K
|
41.6K
$718K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.12K- 8.15% |
$18.9K - $20.9K
|
12.7K
$219K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-133K- 16.88% |
$2.24M - $2.48M
|
657K
$11.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-3.49K- 2.81% |
$58.6K - $65.1K
|
121K
$2.09M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
60New |
$1.01K - $1.12K
|
60
$1.04K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$16.8 - $18.6
|
1
$17.3
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-26.1K- 57.59% |
$438K - $486K
|
19.2K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 2.36% |
$500K - $555K
|
1.29M
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-31.4K- 7.76% |
$526K - $584K
|
373K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-383K- 24.67% |
$6.43M - $7.14M
|
1.17M
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.17KNew |
$36.4K - $40.4K
|
2.17K
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-43- 50.0% |
$722 - $801
|
43
$743
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-26.7K- 16.46% |
$448K - $497K
|
135K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
14.3KNew |
$240K - $266K
|
14.3K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 7.9% |
$43.8K - $48.6K
|
30.4K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
24.2KNew |
$406K - $451K
|
24.2K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
6.15KNew |
$103K - $115K
|
6.15K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.74K- 46.94% |
$147K - $163K
|
9.88K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
281K+ 295.79% |
$4.72M - $5.24M
|
376K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.43K+ 6.09% |
$24.1K - $26.7K
|
25K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
794K+ 1135.34% |
$13.3M - $14.8M
|
864K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
7.6KNew |
$127K - $142K
|
7.6K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.3K- 10.73% |
$307K - $341K
|
152K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.17M- 36.53% |
$19.7M - $21.9M
|
2.04M
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-156K- 79.39% |
$2.62M - $2.9M
|
40.5K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
110K+ 679.41% |
$1.84M - $2.04M
|
126K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
169KNew |
$2.84M - $3.16M
|
169K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
30KNew |
$504K - $559K
|
30K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.3K+ 177.24% |
$1.43M - $1.59M
|
133K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
43.4KNew |
$729K - $809K
|
43.4K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
10.4K+ 55.86% |
$174K - $193K
|
28.9K
$499K
|
|