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 |
---|---|---|---|---|---|---|---|
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
$199
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.58MClosed |
$60.3M - $69.4M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-58.6KClosed |
$1.37M - $1.58M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.97K+ 5.46% |
$92.9K - $107K
|
76.7K
$1.17M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-300Closed |
$7.03K - $8.09K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-21.1KClosed |
$494K - $568K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-9.55KClosed |
$224K - $257K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-14.6KClosed |
$342K - $394K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-11.9KClosed |
$279K - $322K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-200Closed |
$4.68K - $5.39K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.57KClosed |
$177K - $204K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.37KNew |
$78.9K - $90.8K
|
3.37K
$51.6K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-136Closed |
$3.19K - $3.67K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-410- 46.75% |
$9.6K - $11K
|
467
$7.15K
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-12KClosed |
$281K - $323K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$1.08K - $1.24K
|
46
$705
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.5KClosed |
$269K - $309K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-256KClosed |
$6M - $6.9M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-161Closed |
$3.77K - $4.34K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-124Closed |
$2.9K - $3.34K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.66K- 32.59% |
$42.6K - $48.6K
|
3.43K
$52.5K
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-119KClosed |
$3.05M - $3.48M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
14.7KNew |
$377K - $430K
|
14.7K
$225K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.7KClosed |
$995K - $1.14M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$1.23K - $1.41K
|
48
$735
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-309Closed |
$7.94K - $9.06K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.91KClosed |
$254K - $291K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
44.8K+ 246.15% |
$1.15M - $1.31M
|
63K
$965K
|
|
Aug 12, 2021
Q2 2021
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-121KClosed |
$3.1M - $3.54M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
6.19K+ 5.16% |
$159K - $182K
|
126K
$1.93M
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$551K - $629K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
SELL
|
- |
-10.8KClosed |
$279K - $318K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.1KClosed |
$284K - $324K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-89.5KClosed |
$2.3M - $2.62M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-11.3KClosed |
$290K - $331K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-33.9KClosed |
$870K - $994K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-43.3KClosed |
$1.11M - $1.27M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$2.57K - $2.93K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13.6KClosed |
$350K - $399K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.3KClosed |
$213K - $243K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.1KClosed |
$620K - $708K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-349Closed |
$8.97K - $10.2K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-27.6KClosed |
$708K - $808K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-39.7KClosed |
$1.02M - $1.17M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-149KClosed |
$3.83M - $4.38M
|
0
$0
|