Latest Institutional Sells of Invesco Ltd. (IVZ)
This list provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2020
Q1 2020
|
Ibex Investors LLC
|
SELL
|
- |
-10.1KClosed |
$76.9K - $191K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.1KClosed |
$76.6K - $190K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7.09KClosed |
$53.9K - $134K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.31K- 26.43% |
$32.8K - $81.4K
|
12K
$207K
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.5KClosed |
$26.6K - $66.1K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.1KClosed |
$16K - $39.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.8KClosed |
$13.7K - $34K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
PUT |
-952Closed |
$7.24K - $18K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-900Closed |
$6.85K - $17K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-500Closed |
$3.81K - $9.45K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-207Closed |
$1.58K - $3.91K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200Closed |
$1.52K - $3.78K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-170Closed |
$1.29K - $3.21K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-161- 12.8% |
$1.23K - $3.04K
|
1.1K
$19K
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-75Closed |
$571 - $1.42K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-70Closed |
$533 - $1.32K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-58Closed |
$441 - $1.1K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-32Closed |
$244 - $604
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-26Closed |
$198 - $491
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Capital Advisors Inc
|
SELL
|
- |
-434KClosed |
$6.66M - $8M
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Cullinan Associates Inc
|
SELL
|
- |
-132KClosed |
$2.03M - $2.44M
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-103KClosed |
$1.58M - $1.89M
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-68.7KClosed |
$1.05M - $1.27M
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Century Link Investment Management CO
|
SELL
|
- |
-29.6KClosed |
$454K - $546K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Harbor Advisors LLC
|
SELL
|
- |
-28.7KClosed |
$441K - $529K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Univest Financial Corp
|
SELL
|
- |
-24.1KClosed |
$370K - $444K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-19.4KClosed |
$298K - $358K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17KClosed |
$261K - $314K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.8KClosed |
$196K - $235K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12.8KClosed |
$196K - $235K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Washington Trust Bank
|
SELL
|
- |
-11.1KClosed |
$171K - $205K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11KClosed |
$168K - $202K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3KClosed |
$46.1K - $55.3K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.21KClosed |
$18.5K - $22.2K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-700Closed |
$10.7K - $12.9K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-620Closed |
$9.52K - $11.4K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-500Closed |
$7.68K - $9.22K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-179Closed |
$2.75K - $3.3K
|
0
$0
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-80- 30.77% |
$1.23K - $1.47K
|
180
$3.11K
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-32Closed |
$491 - $590
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-26Closed |
$399 - $479
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13Closed |
$200 - $240
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-6.12MClosed |
$93M - $128M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.5MClosed |
$38M - $52.4M
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-1.86MClosed |
$28.3M - $39M
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122KClosed |
$1.85M - $2.55M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-81.7KClosed |
$1.24M - $1.71M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Mutual Insurance CO
|
SELL
|
- |
-65.7KClosed |
$999K - $1.38M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-58.5KClosed |
$889K - $1.23M
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
First Hawaiian Bank
|
SELL
|
- |
-16.2KClosed |
$247K - $341K
|
0
$0
|