Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
27
shares
|
$488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26
shares
|
$470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26
shares
|
$470
0.0% of portfolio
|
Q3 2024
Reduced 89.72%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10
shares
|
$180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$162
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
7
shares
|
$126
0.0% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$54
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
3
shares
|
$54
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
3
shares
|
$54
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q3 2024
New holding
|