Latest Institutional Purchases of Invesco Ltd. (IVZ)
This list provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.8KNew |
$448K - $602K
|
29.8K
$519K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
28.5KNew |
$429K - $576K
|
28.5K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.6K+ 43.9% |
$340K - $457K
|
74.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.8KNew |
$328K - $441K
|
21.8K
$380K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
19.2K+ 122.27% |
$288K - $387K
|
34.8K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3KNew |
$260K - $350K
|
17.3K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$247K - $332K
|
16.4K
$286K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
15.2KNew |
$228K - $306K
|
15.2K
$264K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 95.57% |
$218K - $292K
|
29.6K
$515K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.8KNew |
$177K - $238K
|
11.8K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.38K+ 8.83% |
$126K - $169K
|
103K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 34.54% |
$94.9K - $127K
|
24.6K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.29KNew |
$49.5K - $66.6K
|
3.29K
$57.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.62KNew |
$39.4K - $53K
|
2.62K
$45.6K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.19K+ 293.29% |
$32.9K - $44.2K
|
2.93K
$51K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.8K+ 5.55% |
$27.1K - $36.5K
|
34.3K
$598K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
815+ 1.26% |
$12.3K - $16.5K
|
65.5K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
811New |
$12.2K - $16.4K
|
811
$14.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
700+ 14.29% |
$10.5K - $14.1K
|
5.6K
$97.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
697New |
$10.5K - $14.1K
|
697
$12.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
649+ 19.36% |
$9.76K - $13.1K
|
4K
$69.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
502+ 5.64% |
$7.55K - $10.1K
|
9.4K
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$6.12K - $8.23K
|
407
$7.09K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
283New |
$4.26K - $5.72K
|
283
$4.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
201New |
$3.02K - $4.06K
|
201
$3.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
134New |
$2.02K - $2.71K
|
134
$2.33K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$1.77K - $2.38K
|
118
$2.05K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109New |
$1.64K - $2.2K
|
109
$1.9K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
32New |
$481 - $647
|
32
$557
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$301 - $404
|
20
$348
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$165 - $222
|
11
$192
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
54.1KNew |
$742K - $1.07M
|
54.1K
$941K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
27.2KNew |
$373K - $537K
|
27.2K
$473K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
24.5K+ 7.1% |
$336K - $484K
|
369K
$6.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.4K+ 60.72% |
$184K - $265K
|
35.5K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4KNew |
$156K - $225K
|
11.4K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.1KNew |
$152K - $219K
|
11.1K
$193K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.35KNew |
$101K - $145K
|
7.35K
$128K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.89K+ 34.59% |
$94.5K - $136K
|
26.8K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4K+ 2.65% |
$54.9K - $79.1K
|
155K
$2.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$27.4K - $39.5K
|
2K
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.46KNew |
$20K - $28.8K
|
1.46K
$25.4K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$19.9K - $28.7K
|
1.45K
$25.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.12KNew |
$15.4K - $22.2K
|
1.12K
$19.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
852New |
$11.7K - $16.8K
|
852
$14.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
848New |
$11.6K - $16.8K
|
848
$14.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
700New |
$9.6K - $13.8K
|
700
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
469New |
$6.43K - $9.27K
|
469
$8.17K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
334+ 0.56% |
$4.58K - $6.6K
|
60.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
320New |
$4.39K - $6.33K
|
320
$5.57K
|
|