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 |
---|---|---|---|---|---|---|---|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-25Closed |
$398 - $583
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-16Closed |
$255 - $373
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-667Closed |
$12.4K - $16.6K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.85KClosed |
$34.6K - $46.1K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-12.7KClosed |
$237K - $317K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-18.6KClosed |
$346K - $463K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$578 - $772
|
31
$548
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$268K - $358K
|
14.4K
$254K
|
|
May 16, 2022
Q1 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-28.3KClosed |
$527K - $704K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-14.3KClosed |
$266K - $355K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-39Closed |
$727 - $971
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-461KClosed |
$8.6M - $11.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.43MClosed |
$26.6M - $35.5M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10K- 10.0% |
$186K - $249K
|
90K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-19.2KClosed |
$359K - $479K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 31.98% |
$94.6K - $126K
|
10.8K
$191K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-215Closed |
$4.01K - $5.35K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-32.8KClosed |
$612K - $817K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18Closed |
$336 - $448
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.77KClosed |
$163K - $218K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-183Closed |
$3.41K - $4.55K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-103Closed |
$1.92K - $2.56K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14.7KClosed |
$273K - $365K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-205KClosed |
$3.82M - $5.1M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-8.74KClosed |
$163K - $217K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 4.17% |
$373 - $498
|
460
$8.13K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.77KClosed |
$51.6K - $68.9K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-51.3KClosed |
$955K - $1.28M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.3KClosed |
$211K - $282K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$447 - $597
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.7KClosed |
$255K - $340K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.2KClosed |
$41K - $54.8K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-961KClosed |
$17.9M - $23.9M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.65KClosed |
$30.8K - $41.1K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-166Closed |
$3.09K - $4.13K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-368Closed |
$6.86K - $9.16K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-44.5KClosed |
$829K - $1.11M
|
0
$0
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-803- 6.22% |
$17.5K - $21.3K
|
12.1K
$214K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-341Closed |
$7.42K - $9.05K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
108New |
$2.35K - $2.87K
|
108
$1.91K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
306New |
$6.66K - $8.12K
|
306
$5.41K
|
|
Feb 16, 2022
Q4 2021
|
Investment Management Associates Inc
|
SELL
|
- |
-23.6KClosed |
$513K - $626K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
166New |
$3.61K - $4.4K
|
166
$2.93K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-126Closed |
$2.74K - $3.34K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
750New |
$16.3K - $19.9K
|
750
$13.3K
|
|
Feb 14, 2022
Q4 2021
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-1.29MClosed |
$28M - $34.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-312KClosed |
$6.79M - $8.28M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-10.3KClosed |
$225K - $274K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-20.4KClosed |
$444K - $541K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-53.1KClosed |
$1.16M - $1.41M
|
0
$0
|