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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
267New |
$3.66K - $5.28K
|
267
$4.65K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$2.74K - $3.95K
|
200
$3.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107New |
$1.47K - $2.12K
|
107
$1.86K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
79New |
$1.08K - $1.56K
|
79
$1.38K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
63New |
$864 - $1.25K
|
63
$1.1K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50New |
$686 - $989
|
50
$871
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$686 - $989
|
50
$871
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
45New |
$617 - $890
|
45
$783
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
30New |
$412 - $593
|
30
$522
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
28New |
$384 - $554
|
28
$487
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9+ 4.57% |
$123 - $178
|
206
$3.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.06% |
$82.3 - $119
|
10.4K
$181K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
173K+ 35698.55% |
$2.37M - $3.29M
|
173K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
40KNew |
$548K - $763K
|
40K
$696K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
20KNew |
$274K - $381K
|
20K
$348K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$196K - $273K
|
14.3K
$249K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.2KNew |
$168K - $233K
|
12.2K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11.5KNew |
$158K - $219K
|
11.5K
$200K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$151K - $211K
|
11K
$192K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.1K+ 60.61% |
$28.7K - $40K
|
5.55K
$96.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
1.52K+ 7.87% |
$20.8K - $28.9K
|
20.8K
$362K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1KNew |
$13.7K - $19.1K
|
1K
$17.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
304+ 81.94% |
$4.16K - $5.8K
|
675
$11.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200New |
$2.74K - $3.81K
|
200
$3.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
154New |
$2.11K - $2.94K
|
154
$2.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$822 - $1.14K
|
60
$1.04K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33+ 15.42% |
$452 - $629
|
247
$4.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27New |
$370 - $515
|
27
$470
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.07% |
$151 - $210
|
14.9K
$259K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
47K+ 313.33% |
$749K - $1.1M
|
62K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
43.8KNew |
$698K - $1.02M
|
43.8K
$763K
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
26.6KNew |
$423K - $619K
|
26.6K
$463K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
20.3KNew |
$323K - $472K
|
20.3K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.2KNew |
$226K - $331K
|
14.2K
$247K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.78K+ 58.63% |
$140K - $205K
|
23.7K
$413K
|
|
|
Aug 12, 2022
Q2 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.2K+ 40.45% |
$115K - $168K
|
25K
$435K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.41K+ 7.88% |
$54.3K - $79.5K
|
46.7K
$813K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.72% |
$41.9K - $61.3K
|
41.8K
$727K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
2.43K+ 27.96% |
$38.7K - $56.6K
|
11.1K
$194K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 19.82% |
$29.9K - $43.7K
|
11.3K
$197K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
899+ 5.31% |
$14.3K - $21K
|
17.8K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
635+ 3.1% |
$10.1K - $14.8K
|
21.1K
$367K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
508New |
$8.09K - $11.8K
|
508
$8.84K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
480+ 102.13% |
$7.65K - $11.2K
|
950
$16.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
376New |
$5.99K - $8.76K
|
376
$6.55K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
171New |
$2.72K - $3.99K
|
171
$2.98K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
162New |
$2.58K - $3.78K
|
162
$2.82K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
143+ 21.54% |
$2.28K - $3.33K
|
807
$14K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
83New |
$1.32K - $1.93K
|
83
$1.45K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
57New |
$908 - $1.33K
|
57
$992
|
|