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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
154+ 0.26% |
$2.28K - $2.98K
|
59.1K
$1.02M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 14.29% |
$1.96K - $2.55K
|
1.06K
$18.2K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
125New |
$1.85K - $2.42K
|
125
$2.16K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
112+ 2.75% |
$1.66K - $2.17K
|
4.18K
$72.2K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 8.24% |
$1.54K - $2.01K
|
1.37K
$23.6K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100+ 0.7% |
$1.48K - $1.93K
|
14.4K
$248K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
99+ 0.5% |
$1.47K - $1.91K
|
19.9K
$343K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
82New |
$1.22K - $1.59K
|
82
$1.42K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
68+ 295.65% |
$1.01K - $1.32K
|
91
$1.57K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
65New |
$963 - $1.26K
|
65
$1.12K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
63+ 81.82% |
$934 - $1.22K
|
140
$2.42K
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56+ 31.28% |
$830 - $1.08K
|
235
$4.06K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$815 - $1.06K
|
55
$950
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 0.33% |
$815 - $1.06K
|
16.5K
$286K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53+ 21.46% |
$785 - $1.03K
|
300
$5.18K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
45New |
$667 - $870
|
45
$778
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 100.0% |
$637 - $832
|
86
$1.49K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40New |
$593 - $774
|
40
$691
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 122.22% |
$489 - $638
|
60
$1.04K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
32New |
$474 - $619
|
32
$553
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 6.53% |
$341 - $445
|
375
$6.48K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 100.0% |
$296 - $387
|
40
$691
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$296 - $387
|
38.5K
$665K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$296 - $387
|
20
$346
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17New |
$252 - $329
|
17
$294
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15+ 78.95% |
$222 - $290
|
34
$588
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
14New |
$207 - $271
|
14
$242
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 100.0% |
$148 - $193
|
20
$346
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$133 - $174
|
9
$156
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 29.63% |
$119 - $155
|
35
$605
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$104 - $135
|
7
$121
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 44.44% |
$59.3 - $77.4
|
13
$225
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.13% |
$14.8 - $19.3
|
33
$570
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
794K+ 1135.34% |
$13.3M - $14.8M
|
864K
$14.9M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
360K+ 12.09% |
$6.03M - $6.7M
|
3.33M
$57.6M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
281K+ 295.79% |
$4.72M - $5.24M
|
376K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
195KNew |
$3.27M - $3.63M
|
195K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
169KNew |
$2.84M - $3.16M
|
169K
$2.93M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
132KNew |
$2.22M - $2.46M
|
132K
$2.28M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
130KNew |
$2.18M - $2.42M
|
130K
$2.25M
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
110K+ 679.41% |
$1.84M - $2.04M
|
126K
$2.17M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.3K+ 177.24% |
$1.43M - $1.59M
|
133K
$2.31M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
74.4KNew |
$1.25M - $1.39M
|
74.4K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
51.1KNew |
$857K - $951K
|
51.1K
$883K
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
43.4KNew |
$729K - $809K
|
43.4K
$751K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.1KNew |
$706K - $784K
|
42.1K
$727K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$638K - $708K
|
38K
$657K
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
37KNew |
$621K - $689K
|
37K
$640K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34.4KNew |
$577K - $640K
|
34.4K
$594K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
32KNew |
$537K - $596K
|
32K
$553K
|