Purchases and Sales Made in Q1 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2023. 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 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.28K- 3.23% |
$34.3K - $46.1K
|
68.4K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.45K- 7.78% |
$36.8K - $49.5K
|
29K
$559K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.46K- 1.61% |
$36.9K - $49.6K
|
150K
$2.89M
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.48K- 0.59% |
$37.3K - $50.2K
|
419K
$8.06M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.58K- 2.47% |
$38.8K - $52.1K
|
102K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.04K- 40.45% |
$45.6K - $61.3K
|
4.47K
$85.9K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.07K- 28.86% |
$46.1K - $61.9K
|
7.56K
$145K
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.56K- 0.62% |
$53.5K - $71.8K
|
568K
$10.9M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3.63K- 70.22% |
$54.6K - $73.4K
|
1.54K
$29.6K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.91K- 4.72% |
$58.7K - $78.9K
|
78.8K
$1.52M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.13K- 97.59% |
$62.1K - $83.4K
|
102
$1.96K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.15K- 40.56% |
$62.4K - $83.8K
|
6.08K
$117K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 12.2% |
$68.1K - $91.5K
|
32.6K
$627K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.97K- 0.73% |
$74.8K - $101K
|
673K
$12.9M
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5K- 24.78% |
$75.2K - $101K
|
15.2K
$292K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.1K- 4.15% |
$76.8K - $103K
|
118K
$2.26M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.43K- 9.93% |
$81.6K - $110K
|
49.2K
$947K
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.5K- 1.29% |
$82.7K - $111K
|
419K
$8.06M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.63K- 6.3% |
$84.6K - $114K
|
83.6K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.67K- 12.39% |
$85.2K - $115K
|
40.1K
$771K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.68K- 35.4% |
$85.4K - $115K
|
10.4K
$199K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.45K- 1.12% |
$97K - $130K
|
570K
$11M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.63K- 0.42% |
$99.7K - $134K
|
1.56M
$29.9M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-6.78K- 35.43% |
$102K - $137K
|
12.4K
$238K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.06K- 7.03% |
$106K - $143K
|
93.4K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-7.2K- 1.56% |
$108K - $146K
|
455K
$8.76M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-9.12K- 71.86% |
$137K - $184K
|
3.57K
$68.7K
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.81K- 3.51% |
$148K - $198K
|
270K
$5.19M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.84K- 4.51% |
$148K - $199K
|
209K
$4.01M
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.84K- 4.51% |
$148K - $199K
|
209K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.86K- 2.96% |
$148K - $199K
|
324K
$6.23M
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-9.93K- 0.57% |
$149K - $201K
|
1.74M
$33.5M
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11.3K- 7.74% |
$170K - $228K
|
134K
$2.58M
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.4K- 0.49% |
$172K - $231K
|
2.34M
$44.9M
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-12.5K- 4.2% |
$188K - $253K
|
285K
$5.49M
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-13.9K- 37.84% |
$208K - $280K
|
22.8K
$438K
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-15.6K- 26.01% |
$235K - $316K
|
44.5K
$856K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15.9K- 39.5% |
$239K - $321K
|
24.3K
$468K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 47.05% |
$242K - $326K
|
18.1K
$349K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.3K- 13.32% |
$245K - $329K
|
106K
$2.04M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-16.3K- 34.55% |
$246K - $330K
|
31K
$596K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16.8K- 33.41% |
$253K - $341K
|
33.6K
$646K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17K- 45.27% |
$255K - $343K
|
20.5K
$395K
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-17.3K- 8.75% |
$261K - $350K
|
181K
$3.47M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17.5K- 51.6% |
$263K - $354K
|
16.4K
$316K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-18.5K- 95.4% |
$279K - $374K
|
892
$17.2K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 89.5% |
$289K - $389K
|
2.26K
$43.4K
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-20K- 9.91% |
$301K - $404K
|
182K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-20.5K- 55.94% |
$308K - $414K
|
16.1K
$310K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 27.04% |
$321K - $432K
|
57.6K
$1.11M
|