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 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
24.3KNew |
$304K - $439K
|
24.3K
$420K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.51K- 8.37% |
$91.7K - $120K
|
71.2K
$1.23M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
31.8KNew |
$447K - $584K
|
31.8K
$549K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
73.4KNew |
$1.03M - $1.35M
|
73.4K
$1.27M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
78.9KNew |
$1.11M - $1.45M
|
78.9K
$1.36M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.42K- 10.22% |
$20K - $26.1K
|
12.4K
$215K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1- 2.13% |
$14.1 - $18.4
|
46
$795
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.7KNew |
$24K - $31.3K
|
1.7K
$29.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-805- 2.54% |
$11.3K - $14.8K
|
30.9K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.85K+ 5.67% |
$26.1K - $34K
|
34.5K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.72K+ 98.85% |
$24.2K - $31.6K
|
3.46K
$59.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
186K+ 20.8% |
$2.62M - $3.42M
|
1.08M
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$225K - $294K
|
16K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 2.8% |
$14.8K - $19.4K
|
38.6K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$411K - $537K
|
29.2K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
150New |
$2.11K - $2.76K
|
150
$2.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
17.7KNew |
$249K - $325K
|
17.7K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
66.2KNew |
$932K - $1.22M
|
66.2K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.57K- 80.7% |
$92.6K - $121K
|
1.57K
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-5.7K- 8.13% |
$80.3K - $105K
|
64.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 10.85% |
$352K - $460K
|
255K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
26.1KNew |
$368K - $480K
|
26.1K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-56K- 5.82% |
$789K - $1.03M
|
906K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 54.12% |
$13K - $16.9K
|
780
$13.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-28.8K- 11.15% |
$406K - $530K
|
230K
$3.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-6.19K- 9.84% |
$87.2K - $114K
|
56.7K
$980K
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.46K+ 1.26% |
$20.5K - $26.8K
|
117K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.15K- 26.68% |
$115K - $150K
|
22.4K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
27.3KNew |
$384K - $501K
|
27.3K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.91K- 91.65% |
$83.2K - $109K
|
538
$9.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.55K+ 20.98% |
$35.9K - $46.8K
|
14.7K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.6K- 49.14% |
$558K - $728K
|
41K
$708K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.82KNew |
$39.7K - $51.8K
|
2.82K
$48.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
8.3K+ 1037.5% |
$117K - $153K
|
9.1K
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 8.67% |
$23.1K - $30.2K
|
20.6K
$355K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-3.51K- 9.03% |
$49.4K - $64.5K
|
35.4K
$611K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
179KNew |
$2.53M - $3.3M
|
179K
$3.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 20.92% |
$1.35K - $1.77K
|
555
$9.59K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.89K- 63.87% |
$40.7K - $53.1K
|
1.63K
$28.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.76K- 1.57% |
$38.9K - $50.8K
|
173K
$2.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
12.6K+ 13.08% |
$177K - $232K
|
109K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
278New |
$3.92K - $5.12K
|
278
$4.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.17K- 3.38% |
$30.5K - $39.8K
|
61.8K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-900- 7.89% |
$12.7K - $16.6K
|
10.5K
$181K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
585New |
$8.24K - $10.8K
|
585
$10.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$14.1 - $18.4
|
7
$121
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.69K- 7.85% |
$37.9K - $49.6K
|
31.6K
$547K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
537New |
$7.72K - $9.38K
|
537
$9.28K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.25K- 30.83% |
$89.8K - $109K
|
14K
$242K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-99.9K- 21.53% |
$1.44M - $1.75M
|
364K
$6.29M
|
|