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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
757New |
$11.2K - $13.4K
|
757
$13.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.45K- 3.85% |
$51.2K - $61.1K
|
86.2K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$7.43K - $8.87K
|
500
$8.64K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
941+ 4.39% |
$14K - $16.7K
|
22.4K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$44.6 - $53.2
|
3
$51.8
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.42K+ 3.47% |
$35.9K - $42.9K
|
72K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.9K- 54.29% |
$28.2K - $33.7K
|
1.6K
$27.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-950- 76.74% |
$14.1K - $16.9K
|
288
$4.98K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 10.53% |
$2.97K - $3.55K
|
1.7K
$29.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$29.7 - $35.5
|
2
$34.6
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-10.3K- 28.61% |
$153K - $183K
|
25.7K
$445K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74- 0.2% |
$1.05K - $1.25K
|
36.6K
$633K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92+ 9.69% |
$1.3K - $1.56K
|
1.04K
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
15.3KNew |
$217K - $259K
|
15.3K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-358K- 58.85% |
$5.07M - $6.06M
|
250K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
107New |
$1.52K - $1.81K
|
107
$1.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
20.3KNew |
$287K - $343K
|
20.3K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-53Closed |
$751 - $898
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1KNew |
$14.2K - $17K
|
1K
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
923New |
$13.1K - $15.6K
|
923
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-710- 12.68% |
$10.1K - $12K
|
4.89K
$84.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
30.3KNew |
$429K - $513K
|
30.3K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-140K- 0.26% |
$1.98M - $2.37M
|
54.2M
$937M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 24.39% |
$142 - $169
|
51
$881
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171New |
$2.42K - $2.9K
|
171
$2.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$1.99K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-335- 0.11% |
$4.75K - $5.67K
|
295K
$5.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
97New |
$1.37K - $1.64K
|
97
$1.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
15.6K+ 10.01% |
$221K - $264K
|
171K
$2.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
241New |
$3.41K - $4.08K
|
241
$4.16K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$14.2K - $16.9K
|
1K
$17.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-228K- 20.42% |
$3.23M - $3.86M
|
887K
$15.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-209- 22.16% |
$2.96K - $3.54K
|
734
$12.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.88KNew |
$26.6K - $31.8K
|
1.88K
$32.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46KNew |
$20.6K - $24.6K
|
1.46K
$25.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
60New |
$850 - $1.02K
|
60
$1.04K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-57- 77.03% |
$808 - $966
|
17
$294
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 3.35% |
$496 - $593
|
1.08K
$18.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.3K+ 1851.72% |
$60.9K - $72.8K
|
4.53K
$78.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$99.2 - $119
|
7
$121
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
311+ 1.3% |
$4.41K - $5.27K
|
24.3K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
327New |
$4.63K - $5.54K
|
327
$5.65K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
30.2KNew |
$428K - $512K
|
30.2K
$522K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
430New |
$6.09K - $7.28K
|
430
$7.43K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.59MNew |
$39.1M - $47.2M
|
2.59M
$44.8M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
150K+ 5364.29% |
$2.27M - $2.74M
|
153K
$2.64M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.21K+ 49.98% |
$18.3K - $22K
|
3.63K
$62.7K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-200- 32.1% |
$3.02K - $3.64K
|
423
$7.31K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
29.2KNew |
$441K - $532K
|
29.2K
$505K
|
|