Purchases and Sales Made in Q2 2022 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
56+ 266.67% |
$892 - $1.31K
|
77
$1.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
52New |
$828 - $1.21K
|
52
$983
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
34+ 0.28% |
$542 - $793
|
12.1K
$229K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33New |
$526 - $769
|
33
$624
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 0.27% |
$446 - $653
|
10.4K
$196K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24New |
$382 - $559
|
24
$454
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.18% |
$303 - $443
|
10.3K
$195K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$303 - $443
|
19
$359
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$271 - $396
|
17
$321
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$239 - $350
|
15
$284
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14New |
$223 - $326
|
14
$265
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.01% |
$207 - $303
|
1.29K
$24.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11New |
$175 - $256
|
11
$208
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$95.6 - $140
|
6
$113
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 85.71% |
$95.6 - $140
|
13
$246
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$31.9 - $46.6
|
2
$37.8
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 3.57% |
$15.9 - $23.3
|
29
$548
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 4.17% |
$15.9 - $23.3
|
25
$473
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$15.9 - $23.3
|
37
$700
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- -0.0% |
$47.8 - $69.9
|
64.1K
$1.21M
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-4Closed |
$63.7 - $93.2
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9Closed |
$143 - $210
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13- 21.67% |
$207 - $303
|
47
$889
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-16Closed |
$255 - $373
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 0.64% |
$271 - $396
|
2.62K
$49.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 1.35% |
$303 - $443
|
1.38K
$26.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 31.43% |
$350 - $513
|
48
$908
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 2.04% |
$366 - $536
|
1.11K
$20.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-25Closed |
$398 - $583
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-30- 0.09% |
$478 - $699
|
32.4K
$613K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-31- 48.44% |
$494 - $723
|
33
$624
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-31- 0.19% |
$494 - $723
|
16.1K
$304K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-37Closed |
$589 - $862
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-46- 4.36% |
$733 - $1.07K
|
1.01K
$19.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-69- 49.64% |
$1.1K - $1.61K
|
70
$1.32K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-100- 43.48% |
$1.59K - $2.33K
|
130
$2.46K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-109- 5.62% |
$1.74K - $2.54K
|
1.83K
$34.6K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-110- 4.7% |
$1.75K - $2.56K
|
2.23K
$42.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-117- 53.67% |
$1.86K - $2.73K
|
101
$1.91K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-121- 5.46% |
$1.93K - $2.82K
|
2.1K
$39.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-126Closed |
$2.01K - $2.94K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-140- 0.38% |
$2.23K - $3.26K
|
37.1K
$702K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-179Closed |
$2.85K - $4.17K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-198- 35.04% |
$3.15K - $4.62K
|
367
$6.94K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.93% |
$3.19K - $4.66K
|
21.3K
$403K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 1.62% |
$3.19K - $4.66K
|
12.2K
$230K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-211- 1.59% |
$3.36K - $4.92K
|
13K
$247K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-214- 5.68% |
$3.41K - $4.99K
|
3.56K
$67.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-222- 13.58% |
$3.54K - $5.17K
|
1.41K
$26.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-223- 72.4% |
$3.55K - $5.2K
|
85
$1.61K
|