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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-227KClosed |
$4.94M - $6.02M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-172KClosed |
$3.74M - $4.57M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-316KClosed |
$6.88M - $8.39M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-505Closed |
$11K - $13.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$21.8 - $26.5
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-919Closed |
$20K - $24.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-17.5KClosed |
$380K - $463K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20New |
$435 - $531
|
20
$370
|
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-465KClosed |
$10.1M - $12.3M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-9.09KClosed |
$198K - $241K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-68.9KClosed |
$1.5M - $1.83M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-75Closed |
$1.63K - $1.99K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-17KClosed |
$370K - $451K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-800Closed |
$17.4K - $21.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10New |
$218 - $265
|
10
$185
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325New |
$7.07K - $8.62K
|
325
$6.01K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-73Closed |
$1.59K - $1.94K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-509Closed |
$11.1K - $13.5K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9.06KClosed |
$197K - $240K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.6KClosed |
$144K - $175K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-53.8KClosed |
$1.17M - $1.43M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.2KClosed |
$222K - $271K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-380Closed |
$8.27K - $10.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-29KClosed |
$631K - $770K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.17K- 5.01% |
$25.4K - $31K
|
22.1K
$409K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
320+ 3.85% |
$6.96K - $8.49K
|
8.63K
$160K
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-9.41KClosed |
$205K - $250K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
171New |
$3.72K - $4.54K
|
171
$3.16K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35Closed |
$762 - $929
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-1.6KClosed |
$34.9K - $42.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
800New |
$17.4K - $21.2K
|
800
$14.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-66.1KClosed |
$1.44M - $1.75M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-40.7KClosed |
$886K - $1.08M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.05KNew |
$22.8K - $27.9K
|
1.05K
$19.4K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$245K - $282K
|
10.5K
$193K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-998- 2.49% |
$23.4K - $26.9K
|
39.1K
$724K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-50- 50.0% |
$1.17K - $1.35K
|
50
$925
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25.5KClosed |
$598K - $688K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.5KClosed |
$362K - $417K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.06KClosed |
$189K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.69KClosed |
$39.5K - $45.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.7K- 20.16% |
$63.2K - $72.8K
|
10.7K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.34K - $2.7K
|
100
$1.85K
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-16.8KClosed |
$393K - $453K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-7.71KClosed |
$181K - $208K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-28.2KClosed |
$660K - $760K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-7.58KClosed |
$178K - $204K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$304 - $350
|
13
$241
|
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.58MClosed |
$60.3M - $69.4M
|
0
$0
|
|