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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.6K- 13.19% |
$111K - $123K
|
43.4K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10KNew |
$168K - $186K
|
10K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2KNew |
$205K - $228K
|
12.2K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20.2KNew |
$339K - $377K
|
20.2K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
414+ 0.85% |
$6.95K - $7.71K
|
49K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.29K+ 2.4% |
$21.6K - $24K
|
54.9K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 0.71% |
$1.39K - $1.55K
|
11.6K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.5K- 48.19% |
$344K - $382K
|
22K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 69.08% |
$1.76K - $1.96K
|
257
$3.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.17K+ 28.63% |
$86.8K - $96.4K
|
23.2K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
88+ 1.44% |
$1.48K - $1.64K
|
6.22K
$95.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.4K- 22.15% |
$996K - $1.11M
|
209K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
12.7KNew |
$213K - $236K
|
12.7K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-500- 0.16% |
$8.39K - $9.32K
|
306K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
50.6KNew |
$848K - $942K
|
50.6K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
394+ 12.09% |
$6.61K - $7.34K
|
3.65K
$55.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 5.43% |
$18.5K - $20.5K
|
19.2K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.19K- 3.7% |
$19.9K - $22.1K
|
30.9K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-68.4K- 64.09% |
$1.15M - $1.27M
|
38.3K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34.4KNew |
$577K - $640K
|
34.4K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.14K+ 14.56% |
$86.3K - $95.8K
|
40.5K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.75K+ 3.67% |
$62.9K - $69.8K
|
106K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
482+ 3.75% |
$8.09K - $8.98K
|
13.3K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.47M+ 124.65% |
$24.7M - $27.4M
|
2.65M
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-115- 2.75% |
$1.93K - $2.14K
|
4.07K
$62.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.08K+ 10.01% |
$119K - $132K
|
77.7K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 8.53% |
$194K - $215K
|
124K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33New |
$554 - $615
|
33
$506
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-212- 44.26% |
$3.56K - $3.95K
|
267
$4.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
102+ 12.41% |
$1.71K - $1.9K
|
924
$14.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.38K+ 16.29% |
$56.7K - $63K
|
24.1K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 1.31% |
$139K - $154K
|
622K
$9.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-2.08K- 6.54% |
$34.8K - $38.7K
|
29.7K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-700- 42.84% |
$11.7K - $13K
|
934
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 1.65% |
$23.9K - $26.5K
|
87.6K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.06K+ 49.25% |
$119K - $132K
|
21.4K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 13.25% |
$26.9K - $29.9K
|
10.5K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 133.42% |
$35.8K - $39.8K
|
3.74K
$57.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
710+ 6.81% |
$11.9K - $13.2K
|
11.1K
$171K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-371- 8.61% |
$6.23K - $6.91K
|
3.94K
$60.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-101- 0.47% |
$1.69K - $1.88K
|
21.4K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19New |
$319 - $354
|
19
$291
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.86K- 13.11% |
$31.3K - $34.7K
|
12.3K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
5.64K+ 38.57% |
$94.7K - $105K
|
20.3K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 7.05% |
$722 - $801
|
567
$8.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
112K+ 2.59% |
$1.87M - $2.08M
|
4.42M
$67.8M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.49% |
$10.1K - $11.2K
|
122K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
15.2K+ 10.76% |
$255K - $284K
|
157K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
68.7KNew |
$1.15M - $1.28M
|
68.7K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23New |
$386 - $428
|
23
$352
|