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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.8KNew |
$448K - $602K
|
29.8K
$527K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
201New |
$3.02K - $4.06K
|
201
$3.55K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
502+ 5.64% |
$7.55K - $10.1K
|
9.4K
$166K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
697New |
$10.5K - $14.1K
|
697
$12.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.8KNew |
$177K - $238K
|
11.8K
$208K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5K- 24.78% |
$75.2K - $101K
|
15.2K
$268K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
19.2K+ 122.27% |
$288K - $387K
|
34.8K
$616K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$19.9K - $28.7K
|
1.45K
$25.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.6K- 74.6% |
$241K - $348K
|
5.99K
$106K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
45New |
$617 - $890
|
45
$796
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-27.7K- 49.43% |
$380K - $548K
|
28.3K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.46KNew |
$20K - $28.8K
|
1.46K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
320New |
$4.39K - $6.33K
|
320
$5.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-46- 0.24% |
$631 - $909
|
19.4K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-137K- 100.0% |
$1.88M - $2.71M
|
3
$53
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4KNew |
$156K - $225K
|
11.4K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-134K- 86.79% |
$1.83M - $2.64M
|
20.3K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.4K+ 60.72% |
$184K - $265K
|
35.5K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$1.47K - $2.12K
|
107
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.1KNew |
$152K - $219K
|
11.1K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-408K- 64.46% |
$5.59M - $8.06M
|
225K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.06% |
$82.3 - $119
|
10.4K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4K+ 2.65% |
$54.9K - $79.1K
|
155K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-650- 2.02% |
$8.92K - $12.9K
|
31.5K
$557K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50New |
$686 - $989
|
50
$884
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11K- 6.09% |
$151K - $218K
|
170K
$3.01M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.35KNew |
$101K - $145K
|
7.35K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
24.5K+ 7.1% |
$336K - $484K
|
369K
$6.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
54.1KNew |
$742K - $1.07M
|
54.1K
$956K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.12KNew |
$15.4K - $22.2K
|
1.12K
$19.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
700New |
$9.6K - $13.8K
|
700
$12.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
334+ 0.56% |
$4.58K - $6.6K
|
60.2K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
852New |
$11.7K - $16.8K
|
852
$15.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
27.2KNew |
$373K - $537K
|
27.2K
$480K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-700- 50.36% |
$9.6K - $13.8K
|
690
$12.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
79New |
$1.08K - $1.56K
|
79
$1.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.89K+ 34.59% |
$94.5K - $136K
|
26.8K
$474K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
267New |
$3.66K - $5.28K
|
267
$4.72K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30New |
$412 - $593
|
30
$530
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$27.4K - $39.5K
|
2K
$35.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
469New |
$6.43K - $9.27K
|
469
$8.29K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
63New |
$864 - $1.25K
|
63
$1.11K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
28New |
$384 - $554
|
28
$495
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$686 - $989
|
50
$884
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9+ 4.57% |
$123 - $178
|
206
$3.64K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
848New |
$11.6K - $16.8K
|
848
$15K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$2.74K - $3.95K
|
200
$3.54K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-445- 6.32% |
$6.1K - $8.49K
|
6.6K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-294- 29.4% |
$4.03K - $5.61K
|
706
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-75K- 53.57% |
$1.03M - $1.43M
|
65K
$1.15M
|
|