Latest Institutional Transactions on Invesco Ltd. (IVZ)

IVZ Quotes by TradingView

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 11, 2021 Q4 2020
Jbf Capital, Inc.

Aspen, CO
SELL
 -
-1K
Closed
$11.3K - $18.1K
0 $0
Feb 11, 2021 Q4 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-105K
Closed
$1.18M - $1.89M
0 $0
Feb 10, 2021 Q4 2020
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-11.2K
Closed
$126K - $202K
0 $0
Feb 09, 2021 Q4 2020
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-152
Closed
$1.71K - $2.75K
0 $0
Feb 09, 2021 Q4 2020
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-2.94K
Closed
$33K - $53K
0 $0
Feb 08, 2021 Q4 2020
Sage Capital Advisors,Llc

SELL
 -
-28.3K
Closed
$318K - $511K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-2.6K
Closed
$29.3K - $47K
0 $0
Feb 08, 2021 Q4 2020
Sageworth Trust CO

SELL
 -
-650
Closed
$7.31K - $11.7K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-200
Closed
$2.25K - $3.61K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-268
Closed
$3.02K - $4.84K
0 $0
Jan 26, 2021 Q4 2020
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-14K
Closed
$157K - $253K
0 $0
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

SELL
 -
-46K
Closed
$517K - $831K
0 $0
Jan 22, 2021 Q4 2020
Plimoth Trust CO LLC

SELL
 -
-10.5K
Closed
$118K - $190K
0 $0
Jan 20, 2021 Q4 2020
Bartlett & Co. LLC

SELL
 -
-163
Closed
$1.83K - $2.95K
0 $0
Jan 15, 2021 Q4 2020
Qp Wealth Management, LLC

SELL
 -
-4.44K
Closed
$50K - $80.3K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-11.9K
Closed
$116K - $137K
0 $0
Nov 16, 2020 Q3 2020
Kennedy Capital Management, Inc.

St Louis, MO
SELL
 -
-151K
Closed
$1.48M - $1.74M
0 $0
Nov 16, 2020 Q3 2020
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-10.9K
Closed
$107K - $125K
0 $0
Nov 16, 2020 Q3 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-24.4K
Closed
$238K - $280K
0 $0
Nov 16, 2020 Q3 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-130
Closed
$1.27K - $1.49K
0 $0
Nov 16, 2020 Q3 2020
Schonfeld Strategic Advisors LLC

New York, NY
SELL
 PUT
-350K
Closed
$3.42M - $4.02M
0 $0
Nov 13, 2020 Q3 2020
Professional Financial Advisors, LLC

BUY
 -
1.33K
New
$13K - $15.3K
1.33K $23.2K
Nov 13, 2020 Q3 2020
Pine Bridge Investments, L.P.

SELL
 -
-2.78K
Closed
$27.2K - $31.9K
0 $0
Nov 13, 2020 Q3 2020
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
200
+ 50.0%
$1.95K - $2.3K
600 $10.4K
Nov 12, 2020 Q3 2020
Barclays PLC

London, X0
SELL
 PUT
-6.4K
- 18.08%
$62.5K - $73.5K
29K $505K
Nov 12, 2020 Q3 2020
Mirova

Paris, I0
SELL
 -
-411
Closed
$4.02K - $4.72K
0 $0
Nov 12, 2020 Q3 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-278
Closed
$2.72K - $3.19K
0 $0
Nov 12, 2020 Q3 2020
Systematic Financial Management LP

Teaneck, NJ
SELL
 -
-28.4K
Closed
$277K - $326K
0 $0
Nov 12, 2020 Q3 2020
First Manhattan CO

New York, NY
SELL
 -
-1.26K
Closed
$12.3K - $14.4K
0 $0
Nov 12, 2020 Q3 2020
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-674K
Closed
$6.58M - $7.74M
0 $0
Nov 10, 2020 Q3 2020
Cfm Wealth Partners LLC

SELL
 -
-4.21K
Closed
$41.1K - $48.3K
0 $0
Nov 10, 2020 Q3 2020
Bailard, Inc.

SELL
 -
-10.8K
Closed
$106K - $125K
0 $0
Nov 10, 2020 Q3 2020
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-10K
Closed
$97.8K - $115K
0 $0
Nov 06, 2020 Q3 2020
Rpg Investment Advisory, LLC

SELL
 -
-200
Closed
$1.95K - $2.3K
0 $0
Nov 06, 2020 Q3 2020
Lingohr & Partner Asset Management Gmb H

Erkrath, 2M
SELL
 -
-22.9K
Closed
$223K - $263K
0 $0
Nov 05, 2020 Q3 2020
Washington Trust CO

SELL
 -
-30
Closed
$293 - $345
0 $0
Nov 04, 2020 Q3 2020
Royal London Asset Management LTD

United Kingdom, X0
SELL
 -
-157K
Closed
$1.54M - $1.81M
0 $0
Nov 03, 2020 Q3 2020
Patton Albertson Miller Group, LLC

SELL
 -
-16.5K
Closed
$161K - $189K
0 $0
Oct 29, 2020 Q3 2020
Caprock Group, Inc.

SELL
 -
-14.8K
Closed
$144K - $170K
0 $0
Oct 28, 2020 Q3 2020
Duncker Streett & CO Inc

SELL
 -
-1.47K
Closed
$14.4K - $16.9K
0 $0
Oct 26, 2020 Q3 2020
Steel Peak Wealth Management LLC

SELL
 -
-33.2K
Closed
$324K - $381K
0 $0
Oct 23, 2020 Q3 2020
Nu Wave Investment Management, LLC

SELL
 -
-26K
Closed
$254K - $299K
0 $0
Oct 23, 2020 Q3 2020
Pinnacle Associates LTD

SELL
 -
-67.4K
Closed
$658K - $774K
0 $0
Oct 21, 2020 Q3 2020
Ziegler Capital Management, LLC

SELL
 -
-209K
Closed
$2.04M - $2.4M
0 $0
Oct 20, 2020 Q3 2020
Everence Capital Management Inc

BUY
 PUT
44.9K
New
$439K - $516K
44.9K $782K
Oct 20, 2020 Q3 2020
Sea Bridge Investment Advisors LLC

SELL
 -
-1K
Closed
$9.77K - $11.5K
0 $0
Q2 2020
Mar 11, 2024 Q2 2020
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-25.4K
Closed
$170K - $293K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
556
+ 46.14%
$3.73K - $6.42K
1.76K $30.7K
Aug 18, 2020 Q2 2020
Mork Capital Management, LLC

Healdsburg, CA
BUY
 -
72.6K
+ 9191.14%
$486K - $839K
73.4K $1.28M

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