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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13KClosed |
$99.1K - $246K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-37.9KClosed |
$288K - $716K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10.7KClosed |
$81.6K - $203K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-75Closed |
$571 - $1.42K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-32Closed |
$244 - $604
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-207Closed |
$1.58K - $3.91K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-22.2KClosed |
$169K - $419K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-52.3KClosed |
$398K - $989K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.5KClosed |
$26.6K - $66.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-58Closed |
$441 - $1.1K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-170Closed |
$1.29K - $3.21K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7.09KClosed |
$53.9K - $134K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Reinhart Partners, Inc.
|
SELL
|
- |
-1.6MClosed |
$12.2M - $30.2M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.1KClosed |
$16K - $39.7K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200Closed |
$1.52K - $3.78K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-92.2KClosed |
$702K - $1.74M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-12.8KClosed |
$97.8K - $243K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-161- 12.8% |
$1.23K - $3.04K
|
1.1K
$19.1K
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-900Closed |
$6.85K - $17K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.1KClosed |
$76.6K - $190K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
705New |
$10.8K - $13K
|
705
$12.3K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-80- 30.77% |
$1.23K - $1.47K
|
180
$3.13K
|
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13Closed |
$200 - $240
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-103KClosed |
$1.58M - $1.89M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-26Closed |
$399 - $479
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-179Closed |
$2.75K - $3.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17KClosed |
$261K - $314K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-32Closed |
$491 - $590
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Harbor Advisors LLC
|
SELL
|
- |
-28.7KClosed |
$441K - $529K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-19.4KClosed |
$298K - $358K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.8KClosed |
$196K - $235K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
327New |
$5.02K - $6.03K
|
327
$5.69K
|
|
|
Feb 12, 2020
Q4 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12.8KClosed |
$196K - $235K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.21KClosed |
$18.5K - $22.2K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-620Closed |
$9.52K - $11.4K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3KClosed |
$46.1K - $55.3K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-68.7KClosed |
$1.05M - $1.27M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11KClosed |
$168K - $202K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Advisors Inc
|
SELL
|
- |
-434KClosed |
$6.66M - $8M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Washington Trust Bank
|
SELL
|
- |
-11.1KClosed |
$171K - $205K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-500Closed |
$7.68K - $9.22K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-700Closed |
$10.7K - $12.9K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Cullinan Associates Inc
|
SELL
|
- |
-132KClosed |
$2.03M - $2.44M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
PUT |
983New |
$15.1K - $18.1K
|
983
$17.1K
|
|
|
Jan 14, 2020
Q4 2019
|
Univest Financial Corp
|
SELL
|
- |
-24.1KClosed |
$370K - $444K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Century Link Investment Management CO
|
SELL
|
- |
-29.6KClosed |
$454K - $546K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.8KNew |
$377K - $520K
|
24.8K
$432K
|
|
|
Nov 14, 2019
Q3 2019
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-6.12MClosed |
$93M - $128M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
19.6KNew |
$298K - $410K
|
19.6K
$341K
|
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.5MClosed |
$38M - $52.4M
|
0
$0
|
|