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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21KNew |
$353K - $392K
|
21K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
390+ 3.43% |
$6.54K - $7.27K
|
11.8K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 110.17% |
$3.27K - $3.63K
|
372
$6.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.71% |
$185 - $205
|
1.56K
$27K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$168 - $186
|
10
$173
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 23.77% |
$64.4K - $71.5K
|
12.3K
$213K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$223K - $248K
|
13.3K
$230K
|
|
| Q3 2024 | |||||||
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.67K- 26.76% |
$54.5K - $65.1K
|
10K
$173K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$29.5K - $35.2K
|
1.99K
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 26.99% |
$232K - $278K
|
73.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-40.8K- 67.09% |
$606K - $723K
|
20K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.9K+ 114.15% |
$266K - $318K
|
33.6K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-157K- 53.57% |
$2.33M - $2.78M
|
136K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-88.1K- 81.88% |
$1.31M - $1.56M
|
19.5K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
39.5KNew |
$587K - $701K
|
39.5K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.47KNew |
$21.9K - $26.1K
|
1.47K
$25.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Arga Investment Management, LP
|
BUY
|
- |
277+ 0.28% |
$4.11K - $4.91K
|
99.1K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
37.3KNew |
$555K - $663K
|
37.3K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-75.6K- 96.7% |
$1.12M - $1.34M
|
2.58K
$44.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-6.2K- 10.28% |
$92.1K - $110K
|
54.1K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
87.7KNew |
$1.3M - $1.56M
|
87.7K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 6.69% |
$372K - $445K
|
350K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-139- 72.4% |
$2.06K - $2.47K
|
53
$916
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.31K- 15.38% |
$34.4K - $41.1K
|
12.7K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
SELL
|
- |
-4.05M- 14.88% |
$60.1M - $71.9M
|
23.2M
$400M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
279New |
$4.14K - $4.95K
|
279
$4.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-9.3K- 25.34% |
$138K - $165K
|
27.4K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
42.5K+ 64.26% |
$631K - $753K
|
109K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-83.8K- 93.11% |
$1.24M - $1.49M
|
6.2K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
900KNew |
$13.4M - $16M
|
900K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
44K+ 114.34% |
$654K - $781K
|
82.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-183- 15.47% |
$2.72K - $3.25K
|
1K
$17.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
45New |
$668 - $798
|
45
$778
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
675+ 2.88% |
$10K - $12K
|
24.1K
$416K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20.7K- 55.27% |
$307K - $367K
|
16.8K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-141- 68.78% |
$2.09K - $2.5K
|
64
$1.11K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
321New |
$4.77K - $5.69K
|
321
$5.55K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48.6KNew |
$721K - $862K
|
48.6K
$839K
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-3.97K- 2.87% |
$58.9K - $70.3K
|
134K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$6.16K - $7.36K
|
415
$7.17K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$401 - $479
|
27
$467
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
303+ 19.92% |
$4.5K - $5.38K
|
1.82K
$31.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$386 - $461
|
26
$449
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
14+ 0.14% |
$208 - $248
|
10.3K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-768- 3.19% |
$11.4K - $13.6K
|
23.3K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
24.5K+ 6.16% |
$364K - $435K
|
423K
$7.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
266New |
$3.95K - $4.72K
|
266
$4.6K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.9KNew |
$280K - $335K
|
18.9K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
161New |
$2.39K - $2.86K
|
161
$2.78K
|
|