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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24New |
$382 - $559
|
24
$426
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$271 - $396
|
17
$302
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 85.71% |
$95.6 - $140
|
13
$231
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$95.6 - $140
|
6
$106
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$268K - $358K
|
14.4K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$578 - $772
|
31
$550
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.05KNew |
$22.8K - $27.9K
|
1.05K
$18.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
800New |
$17.4K - $21.2K
|
800
$14.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
750New |
$16.3K - $19.9K
|
750
$13.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325New |
$7.07K - $8.62K
|
325
$5.77K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
320+ 3.85% |
$6.96K - $8.49K
|
8.63K
$153K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
306New |
$6.66K - $8.12K
|
306
$5.43K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
171New |
$3.72K - $4.54K
|
171
$3.03K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
166New |
$3.61K - $4.4K
|
166
$2.94K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
108New |
$2.35K - $2.87K
|
108
$1.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20New |
$435 - $531
|
20
$355
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10New |
$218 - $265
|
10
$177
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$245K - $282K
|
10.5K
$185K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.97K+ 5.46% |
$92.9K - $107K
|
76.7K
$1.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.37KNew |
$78.9K - $90.8K
|
3.37K
$59.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.34K - $2.7K
|
100
$1.77K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$1.08K - $1.24K
|
46
$816
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$304 - $350
|
13
$231
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
44.8K+ 246.15% |
$1.15M - $1.31M
|
63K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
14.7KNew |
$377K - $430K
|
14.7K
$260K
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
6.19K+ 5.16% |
$159K - $182K
|
126K
$2.24M
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
150+ 50.0% |
$3.85K - $4.4K
|
450
$7.98K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$1.23K - $1.41K
|
48
$852
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
574New |
$9.73K - $14.9K
|
574
$10.2K
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
200New |
$3.39K - $5.2K
|
200
$3.55K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
285KNew |
$3.21M - $5.15M
|
285K
$5.06M
|
|
|
Feb 12, 2021
Q4 2020
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
264+ 0.74% |
$2.97K - $4.77K
|
36K
$638K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
44.9KNew |
$439K - $516K
|
44.9K
$797K
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.33KNew |
$13K - $15.3K
|
1.33K
$23.6K
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 50.0% |
$1.95K - $2.3K
|
600
$10.6K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
72.6K+ 9191.14% |
$486K - $839K
|
73.4K
$1.3M
|
|
|
Aug 12, 2020
Q2 2020
|
Sandy Spring Bank
|
BUY
|
- |
2KNew |
$13.4K - $23.1K
|
2K
$35.5K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
556+ 46.14% |
$3.73K - $6.42K
|
1.76K
$31.2K
|
|
|
Nov 22, 2024
Q2 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
PUT |
983New |
$15.1K - $18.1K
|
983
$17.4K
|
|
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
705New |
$10.8K - $13K
|
705
$12.5K
|
|
|
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
327New |
$5.02K - $6.03K
|
327
$5.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.8KNew |
$377K - $520K
|
24.8K
$440K
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
19.6KNew |
$298K - $410K
|
19.6K
$347K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
404KNew |
$6.64M - $8.18M
|
404K
$7.17M
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
400New |
$6.28K - $9.3K
|
400
$7.1K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$3.14K - $4.65K
|
200
$3.55K
|
|
|
Feb 13, 2019
Q4 2018
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115New |
$1.81K - $2.67K
|
115
$2.04K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
120KNew |
$2.74M - $3.28M
|
120K
$2.12M
|
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
10KNew |
$229K - $274K
|
10K
$177K
|
|