Purchases and Sales Made in Q1 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2024. 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 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 8.7% |
$90.5 - $109
|
75
$1.33K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 18.18% |
$90.5 - $109
|
39
$692
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 1.45% |
$45.3 - $54.7
|
210
$3.73K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$30.2 - $36.4
|
16.1K
$285K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$30.2 - $36.4
|
2
$35.5
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7- 38.89% |
$106 - $128
|
11
$195
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.66% |
$151 - $182
|
1.51K
$26.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 1.05% |
$151 - $182
|
943
$16.7K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-32- 0.25% |
$483 - $583
|
12.9K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 12.45% |
$498 - $601
|
232
$4.12K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-51- 0.35% |
$770 - $929
|
14.7K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-71- 30.08% |
$1.07K - $1.29K
|
165
$2.93K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-79- 0.77% |
$1.19K - $1.44K
|
10.2K
$181K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-80- 10.48% |
$1.21K - $1.46K
|
683
$12.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-86- 0.43% |
$1.3K - $1.57K
|
20K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-88- 12.38% |
$1.33K - $1.6K
|
623
$11.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-94- 0.4% |
$1.42K - $1.71K
|
23.5K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.16% |
$1.51K - $1.82K
|
63.6K
$1.13M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 0.9% |
$1.61K - $1.95K
|
11.7K
$208K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-128- 17.34% |
$1.93K - $2.33K
|
610
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-137- 0.07% |
$2.07K - $2.5K
|
187K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-169- 0.92% |
$2.55K - $3.08K
|
18.1K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-198- 0.73% |
$2.99K - $3.61K
|
27K
$478K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-200- 32.1% |
$3.02K - $3.64K
|
423
$7.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-209- 6.81% |
$3.15K - $3.81K
|
2.86K
$50.8K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-216- 1.05% |
$3.26K - $3.94K
|
20.4K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-234- 1.45% |
$3.53K - $4.26K
|
15.9K
$281K
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-250- 0.13% |
$3.77K - $4.56K
|
198K
$3.51M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-250- 0.25% |
$3.77K - $4.56K
|
101K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-284- 57.49% |
$4.29K - $5.17K
|
210
$3.73K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-285- 0.59% |
$4.3K - $5.19K
|
48.3K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 26.76% |
$4.53K - $5.47K
|
821
$14.6K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-305- 85.2% |
$4.6K - $5.56K
|
53
$940
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-305- 23.7% |
$4.6K - $5.56K
|
982
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-333- 0.28% |
$5.02K - $6.07K
|
117K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-338- 3.68% |
$5.1K - $6.16K
|
8.85K
$157K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-350- 1.72% |
$5.28K - $6.38K
|
20K
$355K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-359- 9.91% |
$5.42K - $6.54K
|
3.26K
$57.9K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-378- 0.15% |
$5.7K - $6.89K
|
256K
$4.55M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-425- 60.46% |
$6.41K - $7.74K
|
278
$4.93K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-512- 25.81% |
$7.73K - $9.33K
|
1.47K
$26.1K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-523- 25.39% |
$7.89K - $9.53K
|
1.54K
$27.3K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-581- 0.33% |
$8.77K - $10.6K
|
177K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-637- 5.67% |
$9.61K - $11.6K
|
10.6K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-715- 0.51% |
$10.8K - $13K
|
139K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-783- 2.82% |
$11.8K - $14.3K
|
27K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-795- 26.99% |
$12K - $14.5K
|
2.15K
$38.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-882- 5.44% |
$13.3K - $16.1K
|
15.3K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-911- 4.92% |
$13.7K - $16.6K
|
17.6K
$312K
|