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 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-68.4KClosed |
$1.76M - $2.01M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-13.8KClosed |
$356K - $406K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-82.9KClosed |
$2.13M - $2.43M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16.8KClosed |
$430K - $491K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-442KClosed |
$11.4M - $13M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
150+ 50.0% |
$3.85K - $4.4K
|
450
$7.78K
|
|
Q1 2021 | |||||||
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-905Closed |
$15.3K - $23.5K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$18.1K - $27.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.7KClosed |
$266K - $407K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-1.64MClosed |
$27.7M - $42.5M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.13KClosed |
$53.1K - $81.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-85KClosed |
$1.44M - $2.21M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-52KClosed |
$881K - $1.35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.53KClosed |
$42.9K - $65.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-30.2KClosed |
$511K - $784K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.54KClosed |
$26K - $39.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-56.8KClosed |
$963K - $1.48M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.77KClosed |
$30K - $46.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.43KClosed |
$24.2K - $37.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
574New |
$9.73K - $14.9K
|
574
$9.92K
|
|
May 11, 2021
Q1 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-31.3KClosed |
$531K - $814K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-171KClosed |
$2.9M - $4.45M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
American Financial Group Inc
|
SELL
|
- |
-245K- 50.0% |
$4.15M - $6.37M
|
245K
$4.23M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-100Closed |
$1.7K - $2.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-134KClosed |
$2.28M - $3.49M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-13KClosed |
$220K - $337K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-53Closed |
$898 - $1.38K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-539Closed |
$9.14K - $14K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Xr Securities LLC
|
SELL
|
CALL |
-10.1KClosed |
$171K - $263K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-40.1KClosed |
$680K - $1.04M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.52KClosed |
$25.7K - $39.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.2KClosed |
$54.3K - $83.3K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
200New |
$3.39K - $5.2K
|
200
$3.46K
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$235K - $361K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$254 - $390
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-111KClosed |
$1.89M - $2.9M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-27.5KClosed |
$467K - $716K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
$16.9K - $27.1K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-187Closed |
$2.1K - $3.38K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-17KClosed |
$191K - $306K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Algebris (Uk) LTD
London, X0 |
SELL
|
CALL |
-508K- 92.36% |
$5.72M - $9.18M
|
42K
$726K
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-28KClosed |
$315K - $507K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
285KNew |
$3.21M - $5.15M
|
285K
$4.92M
|
|
Feb 12, 2021
Q4 2020
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
264+ 0.74% |
$2.97K - $4.77K
|
36K
$622K
|
|
Feb 12, 2021
Q4 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
CALL |
-15KClosed |
$169K - $271K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-1KClosed |
$11.3K - $18.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-105KClosed |
$1.18M - $1.89M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.2KClosed |
$126K - $202K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-152Closed |
$1.71K - $2.75K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.94KClosed |
$33K - $53K
|
0
$0
|