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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
68+ 295.65% |
$1.01K - $1.32K
|
91
$1.57K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
65New |
$963 - $1.26K
|
65
$1.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
63+ 81.82% |
$934 - $1.22K
|
140
$2.42K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56+ 31.28% |
$830 - $1.08K
|
235
$4.06K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$815 - $1.06K
|
55
$950
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 0.33% |
$815 - $1.06K
|
16.5K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53+ 21.46% |
$785 - $1.03K
|
300
$5.18K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
45New |
$667 - $870
|
45
$778
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 100.0% |
$637 - $832
|
86
$1.49K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40New |
$593 - $774
|
40
$691
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 122.22% |
$489 - $638
|
60
$1.04K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
32New |
$474 - $619
|
32
$553
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 1.64% |
$430 - $561
|
1.8K
$31.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 6.53% |
$341 - $445
|
375
$6.48K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 100.0% |
$296 - $387
|
40
$691
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$296 - $387
|
38.5K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$296 - $387
|
3.6K
$62.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$296 - $387
|
20
$346
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17New |
$252 - $329
|
17
$294
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15+ 78.95% |
$222 - $290
|
34
$588
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 100.0% |
$148 - $193
|
20
$346
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$133 - $174
|
9
$156
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 29.63% |
$119 - $155
|
35
$605
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$104 - $135
|
7
$121
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 1.27% |
$88.9 - $116
|
478
$8.26K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 44.44% |
$59.3 - $77.4
|
13
$225
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.29% |
$44.5 - $58
|
235
$4.06K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.13% |
$14.8 - $19.3
|
33
$570
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 2.17% |
$29.6 - $38.7
|
90
$1.56K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$44.5 - $58
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.71% |
$59.3 - $77.4
|
563
$9.73K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-5- 26.32% |
$74.1 - $96.7
|
14
$242
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7- 0.33% |
$104 - $135
|
2.1K
$36.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-11- 5.21% |
$163 - $213
|
200
$3.46K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 3.57% |
$178 - $232
|
324
$5.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-12- 12.5% |
$178 - $232
|
84
$1.45K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13- 0.05% |
$193 - $251
|
25.6K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 15.12% |
$193 - $251
|
73
$1.26K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14- 11.11% |
$207 - $271
|
112
$1.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-18- 19.15% |
$267 - $348
|
76
$1.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-25- 37.88% |
$371 - $484
|
41
$708
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25Closed |
$371 - $484
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-36- 70.59% |
$534 - $696
|
15
$259
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 1.06% |
$578 - $754
|
3.66K
$63.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-57- 0.6% |
$845 - $1.1K
|
9.47K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-58- 0.43% |
$860 - $1.12K
|
13.3K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-66Closed |
$978 - $1.28K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-74- 25.17% |
$1.1K - $1.43K
|
220
$3.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-79- 0.56% |
$1.17K - $1.53K
|
13.9K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-83- 0.47% |
$1.23K - $1.61K
|
17.5K
$302K
|