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 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$3.14K - $4.65K
|
200
$3.48K
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-396Closed |
$6.22K - $9.2K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.85KClosed |
$29K - $42.9K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-4.14KClosed |
$65K - $96.1K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-60.3KClosed |
$948K - $1.4M
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-26.9KClosed |
$422K - $625K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-10.8KClosed |
$170K - $251K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-667KClosed |
$10.5M - $15.5M
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-148Closed |
$2.33K - $3.44K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-131KClosed |
$2.06M - $3.05M
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Howard Capital Management Inc.
|
SELL
|
- |
-550KClosed |
$8.64M - $12.8M
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.7KClosed |
$183K - $271K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-3KClosed |
$47.1K - $69.7K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Tealwood Asset Management Inc
|
SELL
|
- |
-127KClosed |
$1.99M - $2.94M
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Coastline Trust CO
|
SELL
|
- |
-28.8KClosed |
$453K - $670K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-47.5KClosed |
$746K - $1.1M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 16, 2018
Q3 2018
|
Exane Asset Management
|
SELL
|
- |
-1.56KClosed |
$35.6K - $42.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-1.8KClosed |
$41.2K - $49.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
120KNew |
$2.74M - $3.28M
|
120K
$2.09M
|
|
Nov 14, 2018
Q3 2018
|
Boston Partners
Boston, MA |
SELL
|
- |
-38.7KClosed |
$886K - $1.06M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-342Closed |
$7.82K - $9.36K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-409KClosed |
$9.36M - $11.2M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-49.6KClosed |
$1.13M - $1.36M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-20KClosed |
$457K - $547K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.9KClosed |
$181K - $216K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.19KClosed |
$210K - $251K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-120Closed |
$2.75K - $3.28K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-50.7KClosed |
$1.16M - $1.39M
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-35.5KClosed |
$812K - $972K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-41.7KClosed |
$954K - $1.14M
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-694Closed |
$15.9K - $19K
|
0
$0
|
|
Nov 01, 2018
Q3 2018
|
Community Trust & Investment CO
|
SELL
|
- |
-507KClosed |
$11.6M - $13.9M
|
0
$0
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.77M
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Eulav Asset Management
|
SELL
|
- |
-120KClosed |
$2.75M - $3.28M
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
10KNew |
$229K - $274K
|
10K
$174K
|
|
Oct 18, 2018
Q3 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-144Closed |
$3.29K - $3.94K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.3KClosed |
$144K - $172K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Center Star Asset Management, LLC
|
SELL
|
- |
-5.9KClosed |
$135K - $162K
|
0
$0
|
|
Oct 10, 2018
Q3 2018
|
E&G Advisors, LP
|
SELL
|
- |
-8.5KClosed |
$194K - $233K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.45KClosed |
$171K - $205K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-11KClosed |
$292K - $350K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-54.7KClosed |
$1.45M - $1.74M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Leuthold Group, LLC
|
SELL
|
- |
-99.4KClosed |
$2.63M - $3.16M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-650Closed |
$17.2K - $20.7K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-7.9KClosed |
$209K - $251K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-9.59KClosed |
$254K - $305K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-26.9KClosed |
$712K - $854K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-10.8KClosed |
$287K - $344K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.49KClosed |
$172K - $206K
|
0
$0
|