Purchases and Sales Made in Q1 2022 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2022. The information is specifically focused on institutions that hold shares of Invesco Ltd..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
329+ 2.2% |
$6.13K - $8.19K
|
15.3K
$271K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
302+ 0.16% |
$5.63K - $7.52K
|
193K
$3.42M
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
300+ 0.07% |
$5.59K - $7.47K
|
435K
$7.71M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
277+ 2.65% |
$5.16K - $6.89K
|
10.7K
$191K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
275+ 3.82% |
$5.13K - $6.84K
|
7.47K
$133K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
246+ 0.27% |
$4.59K - $6.12K
|
90.4K
$1.6M
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
230New |
$4.29K - $5.72K
|
230
$4.08K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
221+ 192.17% |
$4.12K - $5.5K
|
336
$5.96K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
217+ 36.05% |
$4.04K - $5.4K
|
819
$14.5K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
197New |
$3.67K - $4.9K
|
197
$3.49K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
179New |
$3.34K - $4.46K
|
179
$3.18K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154+ 12.03% |
$2.87K - $3.83K
|
1.43K
$25.4K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 1.52% |
$2.85K - $3.81K
|
10.2K
$181K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
153+ 12.22% |
$2.85K - $3.81K
|
1.41K
$24.9K
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
150+ 1.46% |
$2.8K - $3.73K
|
10.4K
$185K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
139New |
$2.59K - $3.46K
|
139
$2.47K
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
137+ 0.14% |
$2.55K - $3.41K
|
99.3K
$1.76M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
137+ 16.81% |
$2.55K - $3.41K
|
952
$16.9K
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
133+ 0.84% |
$2.48K - $3.31K
|
16K
$283K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
126New |
$2.35K - $3.14K
|
126
$2.24K
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
122+ 0.74% |
$2.27K - $3.04K
|
16.7K
$297K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.47% |
$1.86K - $2.49K
|
21.5K
$381K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 8.86% |
$1.71K - $2.29K
|
1.13K
$20K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 17.13% |
$1.6K - $2.14K
|
588
$10.4K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85+ 6.35% |
$1.58K - $2.12K
|
1.42K
$25.3K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
70New |
$1.3K - $1.74K
|
70
$1.24K
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
67+ 0.04% |
$1.25K - $1.67K
|
162K
$2.87M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.14% |
$932 - $1.24K
|
35.5K
$630K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 1.23% |
$652 - $871
|
2.88K
$51.1K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
31New |
$578 - $772
|
31
$550
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
25New |
$466 - $622
|
25
$443
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
24+ 0.23% |
$447 - $597
|
10.3K
$183K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15+ 0.15% |
$280 - $373
|
10.3K
$182K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14New |
$261 - $348
|
14
$248
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.12% |
$224 - $299
|
10.2K
$181K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 16.9% |
$224 - $299
|
83
$1.47K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.87% |
$205 - $274
|
1.28K
$22.7K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 40.0% |
$149 - $199
|
28
$497
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7New |
$130 - $174
|
7
$124
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.67% |
$37.3 - $49.8
|
301
$5.34K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 5.0% |
$18.6 - $24.9
|
21
$373
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 0.6% |
$74.6 - $99.6
|
664
$11.8K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 0.16% |
$168 - $224
|
5.66K
$100K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-12Closed |
$224 - $299
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-13- 0.67% |
$242 - $324
|
1.94K
$34.4K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18Closed |
$336 - $448
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 4.17% |
$373 - $498
|
460
$8.16K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$447 - $597
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-24Closed |
$447 - $597
|
0
$0
|