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 |
---|---|---|---|---|---|---|---|
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
$3.99K
|
|
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
|
|
Nov 13, 2019
Q3 2019
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-15.8KClosed |
$240K - $331K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.6KClosed |
$237K - $326K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.2KClosed |
$230K - $318K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11.1KClosed |
$168K - $232K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Profund Advisors LLC
|
SELL
|
- |
-10.2KClosed |
$155K - $215K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$153K - $211K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-9.26KClosed |
$141K - $194K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01KClosed |
$45.8K - $63.2K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-816Closed |
$12.4K - $17.1K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Arcadia Investment Management Corp
|
SELL
|
- |
-650Closed |
$9.88K - $13.6K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-606Closed |
$9.21K - $12.7K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$9.12K - $12.6K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-584- 18.06% |
$8.88K - $12.2K
|
2.65K
$58.7K
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-231Closed |
$3.51K - $4.84K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-105Closed |
$1.6K - $2.2K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
$1.54K - $2.12K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-92Closed |
$1.4K - $1.93K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-92.8KClosed |
$1.81M - $2.04M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-68.8KClosed |
$1.34M - $1.51M
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-20.7KClosed |
$405K - $455K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5KClosed |
$97.7K - $110K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.27KClosed |
$44.3K - $49.8K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-1.85KClosed |
$36.1K - $40.6K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$21.7K - $24.4K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952Closed |
$18.6K - $20.9K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-455Closed |
$8.89K - $10K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-113Closed |
$2.21K - $2.48K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-73Closed |
$1.43K - $1.6K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-60Closed |
$1.17K - $1.32K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-43Closed |
$840 - $945
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-28Closed |
$547 - $615
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-27Closed |
$528 - $593
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-14Closed |
$274 - $308
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.49MClosed |
$24.4M - $30.1M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-432KClosed |
$7.1M - $8.74M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-191KClosed |
$3.14M - $3.87M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-104KClosed |
$1.71M - $2.1M
|
0
$0
|