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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.9K- 8.24% |
$31.9K - $35.5K
|
21.2K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
195KNew |
$3.27M - $3.63M
|
195K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-583- 50.56% |
$9.78K - $10.9K
|
570
$9.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.53K+ 180.54% |
$25.7K - $28.5K
|
2.38K
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
130KNew |
$2.18M - $2.42M
|
130K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-11.3K- 41.24% |
$190K - $211K
|
16.1K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 1.17% |
$503 - $559
|
2.59K
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.14KNew |
$19.1K - $21.2K
|
1.14K
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
74.4KNew |
$1.25M - $1.39M
|
74.4K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
350+ 3.02% |
$5.87K - $6.52K
|
11.9K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$5.03K - $5.59K
|
300
$5.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
14.1KNew |
$236K - $262K
|
14.1K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.1KNew |
$857K - $951K
|
51.1K
$883K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-667- 8.7% |
$11.2K - $12.4K
|
7K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-169- 1.31% |
$2.84K - $3.15K
|
12.8K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
80New |
$1.34K - $1.49K
|
80
$1.38K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.1K+ 58.39% |
$287K - $319K
|
46.4K
$803K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
132KNew |
$2.22M - $2.46M
|
132K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 20.83% |
$83.9 - $93.1
|
29
$501
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
32KNew |
$537K - $596K
|
32K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
21.8KNew |
$366K - $406K
|
21.8K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10KNew |
$168K - $186K
|
10K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20.2KNew |
$339K - $377K
|
20.2K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 0.71% |
$1.39K - $1.55K
|
11.6K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34.4KNew |
$577K - $640K
|
34.4K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33New |
$554 - $615
|
33
$570
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-212- 44.26% |
$3.56K - $3.95K
|
267
$4.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 1.31% |
$139K - $154K
|
622K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-700- 42.84% |
$11.7K - $13K
|
934
$16.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
5.64K+ 38.57% |
$94.7K - $105K
|
20.3K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
37KNew |
$621K - $689K
|
37K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$1.16K - $1.29K
|
69
$1.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-55.3K- 81.2% |
$928K - $1.03M
|
12.8K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.1KNew |
$706K - $784K
|
42.1K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
107New |
$1.8K - $1.99K
|
107
$1.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-285- 14.0% |
$4.78K - $5.31K
|
1.75K
$30.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 1.58% |
$20.1K - $22.4K
|
77K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-425- 1.36% |
$7.13K - $7.92K
|
30.9K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5K+ 66.95% |
$84K - $93.2K
|
12.5K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11K- 27.67% |
$185K - $205K
|
28.8K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 112.46% |
$11.4K - $12.6K
|
1.28K
$22.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.38K+ 17.83% |
$39.9K - $44.2K
|
15.7K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 20.32% |
$856 - $950
|
200
$3.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.75K- 29.36% |
$147K - $163K
|
21K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-108- 4.17% |
$1.81K - $2.01K
|
2.48K
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
163+ 25.75% |
$2.74K - $3.04K
|
796
$13.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16New |
$268 - $298
|
16
$276
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$638K - $708K
|
38K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
12KNew |
$202K - $224K
|
12K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3KNew |
$291K - $323K
|
17.3K
$299K
|