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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.19K- 59.74% |
$102K - $148K
|
5.52K
$95.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
43New |
$538 - $777
|
43
$743
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.71K - $12.6K
|
696
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-125K- 91.23% |
$1.57M - $2.26M
|
12K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-498- 4.15% |
$6.23K - $9K
|
11.5K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34.1KNew |
$427K - $616K
|
34.1K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
481KNew |
$6.02M - $8.69M
|
481K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
112New |
$1.4K - $2.02K
|
112
$1.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.64K- 14.95% |
$33K - $47.7K
|
15K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$141K - $203K
|
11.2K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 8.57% |
$14.5K - $21K
|
12.4K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-125K- 47.17% |
$1.57M - $2.26M
|
140K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
48.5K+ 196.36% |
$607K - $876K
|
73.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
77.8KNew |
$974K - $1.41M
|
77.8K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
181KNew |
$2.27M - $3.27M
|
181K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.8KNew |
$147K - $212K
|
11.8K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-58.5K- 79.77% |
$732K - $1.06M
|
14.8K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
191New |
$2.39K - $3.45K
|
191
$3.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
64.5KNew |
$808K - $1.17M
|
64.5K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-70K- 46.75% |
$876K - $1.26M
|
79.7K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.4K- 5.1% |
$30K - $43.3K
|
44.6K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-366Closed |
$4.58K - $6.61K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
98.1K+ 57.21% |
$1.23M - $1.77M
|
270K
$4.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 2.99% |
$15K - $21.7K
|
39K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.71K- 1.21% |
$21.4K - $30.9K
|
139K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
249New |
$3.12K - $4.5K
|
249
$4.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-52K- 69.43% |
$651K - $940K
|
22.9K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-438- 1.78% |
$5.48K - $7.91K
|
24.2K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85KNew |
$48.3K - $69.6K
|
3.85K
$66.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.94K+ 27.01% |
$61.8K - $89.2K
|
23.2K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
24New |
$300 - $434
|
24
$415
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 36.9% |
$864 - $1.25K
|
256
$4.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.5K- 17.24% |
$31.3K - $45.2K
|
12K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$2.32K - $3.34K
|
185
$3.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$203K - $292K
|
16.2K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256New |
$3.21K - $4.63K
|
256
$4.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
77New |
$964 - $1.39K
|
77
$1.33K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
60.4K+ 41.88% |
$756K - $1.09M
|
205K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9.37K- 46.53% |
$117K - $169K
|
10.8K
$186K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-83- 12.06% |
$1.04K - $1.5K
|
605
$10.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 92.59% |
$7.51K - $10.8K
|
48
$829
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 20.51% |
$100 - $145
|
47
$812
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$12.5K - $18.1K
|
2K
$34.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
2.8K+ 124.72% |
$35.1K - $50.6K
|
5.05K
$87.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
86+ 6.79% |
$1.08K - $1.55K
|
1.35K
$23.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
310+ 30.19% |
$3.88K - $5.6K
|
1.34K
$23.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
5.51K+ 551100.0% |
$69K - $99.6K
|
5.51K
$95.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
519KNew |
$6.5M - $9.38M
|
519K
$8.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
18.3K+ 11.47% |
$229K - $330K
|
178K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-920- 94.85% |
$11.5K - $16.6K
|
50
$864
|