Purchases and Sales Made in Q1 2025 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q1 2025. 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 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.28K+ 186.61% |
$19K - $24.8K
|
1.97K
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.26K+ 2.46% |
$18.7K - $24.4K
|
52.5K
$907K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.25K+ 17.79% |
$18.5K - $24.1K
|
8.26K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.23KNew |
$18.3K - $23.9K
|
1.23K
$21.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 1.64% |
$17.7K - $23.1K
|
73.9K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.12K+ 8.87% |
$16.7K - $21.7K
|
13.8K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 1.41% |
$15K - $19.5K
|
72.4K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
990+ 33.53% |
$14.7K - $19.1K
|
3.94K
$68.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
863+ 23.09% |
$12.8K - $16.7K
|
4.6K
$79.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
862+ 0.53% |
$12.8K - $16.7K
|
163K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
836+ 3.91% |
$12.4K - $16.2K
|
22.2K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
800+ 17.15% |
$11.9K - $15.5K
|
5.47K
$94.4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
792+ 6.78% |
$11.7K - $15.3K
|
12.5K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
769+ 784.69% |
$11.4K - $14.9K
|
867
$15K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
755+ 1.62% |
$11.2K - $14.6K
|
47.5K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
689+ 12.6% |
$10.2K - $13.3K
|
6.16K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
687+ 0.34% |
$10.2K - $13.3K
|
203K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
678+ 0.69% |
$10K - $13.1K
|
98.6K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
548+ 137.0% |
$8.12K - $10.6K
|
948
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
510+ 29.82% |
$7.56K - $9.86K
|
2.22K
$38.4K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
492+ 0.13% |
$7.29K - $9.52K
|
392K
$6.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
473+ 79.36% |
$7.01K - $9.15K
|
1.07K
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
454+ 4.49% |
$6.73K - $8.78K
|
10.6K
$183K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
446New |
$6.61K - $8.63K
|
446
$7.71K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
441+ 14700.0% |
$6.54K - $8.53K
|
444
$7.67K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
422+ 2.38% |
$6.25K - $8.16K
|
18.1K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
406+ 0.16% |
$6.02K - $7.85K
|
255K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
398+ 1.1% |
$5.9K - $7.7K
|
36.4K
$630K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
382+ 3.54% |
$5.66K - $7.39K
|
11.2K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
358+ 3.28% |
$5.31K - $6.92K
|
11.3K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
356+ 234.21% |
$5.28K - $6.89K
|
508
$8.78K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
314New |
$4.65K - $6.07K
|
314
$5.43K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
302+ 4.86% |
$4.48K - $5.84K
|
6.52K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
278+ 2.5% |
$4.12K - $5.38K
|
11.4K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
267New |
$3.96K - $5.16K
|
267
$4.61K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
264+ 21.0% |
$3.91K - $5.11K
|
1.52K
$26.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
235+ 1.25% |
$3.48K - $4.54K
|
19K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
219New |
$3.25K - $4.24K
|
219
$3.78K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
185+ 925.0% |
$2.74K - $3.58K
|
205
$3.54K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
171+ 47.63% |
$2.53K - $3.31K
|
530
$9.16K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
154+ 0.26% |
$2.28K - $2.98K
|
59.1K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
143+ 317.78% |
$2.12K - $2.77K
|
188
$3.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 14.29% |
$1.96K - $2.55K
|
1.06K
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
125+ 0.98% |
$1.85K - $2.42K
|
12.9K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
125New |
$1.85K - $2.42K
|
125
$2.16K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
112+ 2.75% |
$1.66K - $2.17K
|
4.18K
$72.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 8.24% |
$1.54K - $2.01K
|
1.37K
$23.6K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100+ 0.7% |
$1.48K - $1.93K
|
14.4K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
99+ 0.5% |
$1.47K - $1.91K
|
19.9K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
82New |
$1.22K - $1.59K
|
82
$1.42K
|