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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
66.2KNew |
$932K - $1.22M
|
66.2K
$1.17M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
31.8KNew |
$447K - $584K
|
31.8K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
29.2KNew |
$411K - $537K
|
29.2K
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
27.3KNew |
$384K - $501K
|
27.3K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
26.1KNew |
$368K - $480K
|
26.1K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 10.85% |
$352K - $460K
|
255K
$4.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18.2KNew |
$256K - $335K
|
18.2K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
17.7KNew |
$249K - $325K
|
17.7K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
16KNew |
$225K - $294K
|
16K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
12.6K+ 13.08% |
$177K - $232K
|
109K
$1.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
8.3K+ 1037.5% |
$117K - $153K
|
9.1K
$161K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.82KNew |
$39.7K - $51.8K
|
2.82K
$50K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.55K+ 20.98% |
$35.9K - $46.8K
|
14.7K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.85K+ 5.67% |
$26.1K - $34K
|
34.5K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.72K+ 98.85% |
$24.2K - $31.6K
|
3.46K
$61.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.7KNew |
$24K - $31.3K
|
1.7K
$30.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 8.67% |
$23.1K - $30.2K
|
20.6K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.46K+ 1.26% |
$20.5K - $26.8K
|
117K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 2.8% |
$14.8K - $19.4K
|
38.6K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
652+ 2.32% |
$9.19K - $12K
|
28.8K
$510K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
585New |
$8.24K - $10.8K
|
585
$10.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
278New |
$3.92K - $5.12K
|
278
$4.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
150New |
$2.11K - $2.76K
|
150
$2.66K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 20.92% |
$1.35K - $1.77K
|
555
$9.85K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$14.1 - $18.4
|
7
$124
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
560KNew |
$8.05M - $9.78M
|
560K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
200K+ 57.14% |
$2.88M - $3.49M
|
550K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
50KNew |
$719K - $874K
|
50K
$887K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
23.7KNew |
$341K - $415K
|
23.7K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20.8K+ 45.14% |
$299K - $363K
|
66.9K
$1.19M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57K+ 16.71% |
$36.9K - $44.8K
|
17.9K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 6.96% |
$20.5K - $24.9K
|
22K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.16K+ 3.87% |
$16.7K - $20.3K
|
31.2K
$554K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$16.6K - $20.2K
|
1.16K
$20.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
748New |
$10.8K - $13.1K
|
748
$13.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
677New |
$9.74K - $11.8K
|
677
$12K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
599+ 2.01% |
$8.61K - $10.5K
|
30.4K
$540K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
537New |
$7.72K - $9.38K
|
537
$9.53K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
350New |
$5.03K - $6.11K
|
350
$6.21K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$1.44K - $1.75K
|
100
$1.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.56% |
$1.14K - $1.38K
|
14.2K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 16.67% |
$173 - $210
|
84
$1.49K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.73% |
$129 - $157
|
1.24K
$22K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.14MNew |
$47.2M - $63.4M
|
3.14M
$55.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172KNew |
$2.59M - $3.48M
|
172K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
157KNew |
$2.36M - $3.17M
|
157K
$2.78M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62.1K+ 124.2% |
$933K - $1.25M
|
112K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
40.1KNew |
$604K - $811K
|
40.1K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
39.8K+ 241.63% |
$599K - $805K
|
56.3K
$999K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.8KNew |
$448K - $602K
|
29.8K
$529K
|
|