Purchases and Sales Made in Q2 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
8.2K+ 66.07% |
$118K - $143K
|
20.6K
$396K
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
7.1K+ 8.72% |
$102K - $124K
|
88.5K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.04K+ 17.56% |
$101K - $123K
|
47.1K
$906K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.03K+ 64.48% |
$101K - $123K
|
17.9K
$345K
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.81K+ 7.29% |
$97.9K - $119K
|
100K
$1.93M
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
6.65K+ 3.3% |
$95.7K - $116K
|
208K
$4.01M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.56K+ 414.47% |
$94.3K - $115K
|
8.14K
$157K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.31K+ 30.76% |
$90.8K - $110K
|
26.8K
$516K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.19K+ 11.22% |
$89K - $108K
|
61.3K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.16K+ 13.18% |
$88.6K - $108K
|
52.9K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.15K+ 12.49% |
$88.4K - $107K
|
55.4K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 10.65% |
$82.2K - $99.9K
|
59.4K
$1.14M
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.51K+ 7.04% |
$79.3K - $96.3K
|
83.8K
$1.61M
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.34K+ 1.6% |
$76.8K - $93.3K
|
340K
$6.54M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.14K+ 25.82% |
$74K - $89.8K
|
25.1K
$482K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 8.19% |
$68.7K - $83.4K
|
63.1K
$1.21M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
3.54K+ 99.13% |
$50.9K - $61.9K
|
7.11K
$137K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.41K+ 4.98% |
$49K - $59.5K
|
71.8K
$1.38M
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.24K+ 5.48% |
$46.5K - $56.6K
|
62.3K
$1.2M
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.15K+ 28.6% |
$45.3K - $55.1K
|
14.2K
$273K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02K+ 12.54% |
$43.4K - $52.7K
|
27.1K
$521K
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.87K+ 18.01% |
$41.3K - $50.2K
|
18.8K
$362K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.81K+ 3.64% |
$40.4K - $49K
|
79.9K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.71K+ 0.58% |
$38.9K - $47.3K
|
473K
$9.1M
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 5.11% |
$38.9K - $47.3K
|
55.6K
$1.07M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 5.11% |
$38.9K - $47.3K
|
55.6K
$1.07M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.57K+ 16.71% |
$36.9K - $44.8K
|
17.9K
$345K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.5K+ 10.33% |
$36K - $43.7K
|
26.7K
$514K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.3KNew |
$33.1K - $40.2K
|
2.3K
$44.2K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 11.97% |
$32.9K - $40K
|
21.4K
$412K
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
2.25KNew |
$32.3K - $39.2K
|
2.25K
$43.2K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.16K+ 2.75% |
$31.1K - $37.8K
|
81K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.12K+ 5.66% |
$30.4K - $37K
|
39.5K
$760K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07KNew |
$29.8K - $36.1K
|
2.07K
$39.8K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.95K+ 9.39% |
$28K - $34K
|
22.7K
$437K
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
1.9K+ 0.91% |
$27.3K - $33.2K
|
211K
$4.06M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.9K+ 31.22% |
$27.3K - $33.1K
|
7.97K
$153K
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.74KNew |
$25K - $30.4K
|
1.74K
$33.4K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.7KNew |
$24.4K - $29.7K
|
1.7K
$32.7K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.65K+ 5.32% |
$23.7K - $28.8K
|
32.6K
$627K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 11.75% |
$23.2K - $28.1K
|
15.3K
$295K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.45K+ 33.22% |
$20.8K - $25.3K
|
5.8K
$112K
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 6.96% |
$20.5K - $24.9K
|
22K
$422K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.18K+ 3.61% |
$17K - $20.6K
|
33.8K
$651K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.16K+ 3.87% |
$16.7K - $20.3K
|
31.2K
$600K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$16.6K - $20.2K
|
1.16K
$22.2K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 65.6% |
$16.5K - $20K
|
2.89K
$55.6K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 5.23% |
$15.8K - $19.2K
|
22.1K
$425K
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.1K+ 0.24% |
$15.8K - $19.2K
|
456K
$8.78M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1K+ 3.68% |
$14.4K - $17.5K
|
28.2K
$543K
|