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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3KNew |
$291K - $323K
|
17.3K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
65.3K+ 264.16% |
$1.1M - $1.22M
|
90K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.62K+ 7.79% |
$43.9K - $48.7K
|
36.2K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.7K- 99.9% |
$297K - $330K
|
17
$260
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
21KNew |
$353K - $392K
|
21K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
390+ 3.43% |
$6.54K - $7.27K
|
11.8K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 5.49% |
$83.9 - $93.1
|
96
$1.47K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
9.32KNew |
$156K - $174K
|
9.32K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-922- 14.43% |
$15.5K - $17.2K
|
5.47K
$83.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$181K - $201K
|
10.8K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 0.45% |
$1.33K - $1.47K
|
17.6K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 8.91% |
$151 - $168
|
92
$1.41K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-22K- 4.47% |
$369K - $410K
|
470K
$7.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-270- 0.99% |
$4.53K - $5.03K
|
26.9K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 0.33% |
$352 - $391
|
6.3K
$96.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-371- 0.23% |
$6.23K - $6.91K
|
158K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.2K+ 83.5% |
$675K - $750K
|
88.4K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.8K- 49.73% |
$181K - $201K
|
10.9K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 110.17% |
$3.27K - $3.63K
|
372
$5.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.71% |
$185 - $205
|
1.56K
$23.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$336 - $373
|
20
$306
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
280+ 18.79% |
$4.7K - $5.22K
|
1.77K
$27.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.28% |
$1.63K - $1.81K
|
34.2K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$168 - $186
|
10
$153
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33K- 4.97% |
$554K - $615K
|
631K
$9.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-603- 1.72% |
$10.1K - $11.2K
|
34.5K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3KNew |
$626K - $695K
|
37.3K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-790- 14.48% |
$13.3K - $14.7K
|
4.67K
$71.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.87% |
$33.6 - $37.3
|
232
$3.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.51K+ 32.11% |
$58.9K - $65.4K
|
14.5K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 1.19% |
$3.78K - $4.19K
|
18.7K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12K- 22.43% |
$201K - $224K
|
41.5K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.78K+ 6.3% |
$97K - $108K
|
97.4K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.68K+ 16.45% |
$45K - $50K
|
19K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 23.77% |
$64.4K - $71.5K
|
12.3K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 2.52% |
$17.1K - $19K
|
39.6K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.89K+ 13.4% |
$98.8K - $110K
|
49.8K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 68.32% |
$1.16K - $1.29K
|
32
$490
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27New |
$453 - $503
|
27
$414
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$223K - $248K
|
13.3K
$204K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 26.08% |
$2.94K - $3.26K
|
846
$13K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 16.7% |
$45.4K - $50.4K
|
18.9K
$290K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-51.2K- 7.77% |
$761K - $909K
|
608K
$9.32M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
481+ 24.54% |
$7.14K - $8.53K
|
2.44K
$37.4K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
52+ 0.4% |
$772 - $922
|
13K
$199K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.67K- 26.76% |
$54.5K - $65.1K
|
10K
$154K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.99KNew |
$29.5K - $35.2K
|
1.99K
$30.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.12K- 9.02% |
$46.3K - $55.4K
|
31.5K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 26.99% |
$232K - $278K
|
73.6K
$1.13M
|
|