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
|
Schubert & CO
|
SELL
|
- |
-38- 45.78% |
$708 - $946
|
45
$798
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-39Closed |
$727 - $971
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-40- 9.85% |
$746 - $996
|
366
$6.49K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-42- 12.0% |
$783 - $1.05K
|
308
$5.46K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-46- 2.03% |
$857 - $1.14K
|
2.22K
$39.3K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-50- 9.19% |
$932 - $1.24K
|
494
$8.76K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-103Closed |
$1.92K - $2.56K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-109Closed |
$2.03K - $2.71K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-122- 0.55% |
$2.27K - $3.04K
|
21.9K
$389K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-166Closed |
$3.09K - $4.13K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-183Closed |
$3.41K - $4.55K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-183Closed |
$3.41K - $4.55K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-190- 1.09% |
$3.54K - $4.73K
|
17.2K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-215Closed |
$4.01K - $5.35K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-246- 0.74% |
$4.59K - $6.12K
|
33.2K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-259- 1.04% |
$4.83K - $6.45K
|
24.7K
$439K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-275- 1.17% |
$5.13K - $6.84K
|
23.3K
$413K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-287Closed |
$5.35K - $7.14K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-350- 17.53% |
$6.52K - $8.71K
|
1.65K
$29.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-368Closed |
$6.86K - $9.16K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-368- 12.25% |
$6.86K - $9.16K
|
2.64K
$46.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-372- 18.41% |
$6.93K - $9.26K
|
1.65K
$29.3K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-394- 3.18% |
$7.34K - $9.81K
|
12K
$213K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-398- 0.87% |
$7.42K - $9.91K
|
45.5K
$808K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-407- 61.02% |
$7.59K - $10.1K
|
260
$4.61K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-420- 1.67% |
$7.83K - $10.5K
|
24.7K
$439K
|
|
|
May 13, 2022
Q1 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-434- 0.17% |
$8.09K - $10.8K
|
256K
$4.55M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-465- 1.12% |
$8.67K - $11.6K
|
41K
$727K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-466- 8.45% |
$8.69K - $11.6K
|
5.05K
$89.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-470- 8.76% |
$8.76K - $11.7K
|
4.9K
$86.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-485- 4.93% |
$9.04K - $12.1K
|
9.35K
$166K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 8.62% |
$9.32K - $12.4K
|
5.3K
$94K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-500- 8.44% |
$9.32K - $12.4K
|
5.42K
$96.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-530- 3.95% |
$9.88K - $13.2K
|
12.9K
$228K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-551- 3.51% |
$10.3K - $13.7K
|
15.1K
$269K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-606- 2.15% |
$11.3K - $15.1K
|
27.6K
$489K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-644- 1.41% |
$12K - $16K
|
45.1K
$799K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-667Closed |
$12.4K - $16.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-669- 3.82% |
$12.5K - $16.7K
|
16.8K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-687- 5.01% |
$12.8K - $17.1K
|
13K
$231K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-724Closed |
$13.5K - $18K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-742- 31.71% |
$13.8K - $18.5K
|
1.6K
$28.3K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-753- 6.87% |
$14K - $18.7K
|
10.2K
$181K
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-781- 0.85% |
$14.6K - $19.4K
|
90.7K
$1.61M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-795- 0.97% |
$14.8K - $19.8K
|
81.1K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-828- 17.03% |
$15.4K - $20.6K
|
4.03K
$71.5K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-841- 0.59% |
$15.7K - $20.9K
|
142K
$2.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 8.55% |
$16.4K - $22K
|
9.43K
$167K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-890- 1.3% |
$16.6K - $22.2K
|
67.6K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-898- 9.17% |
$16.7K - $22.4K
|
8.89K
$158K
|