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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
965+ 3.35% |
$13.9K - $16.9K
|
29.8K
$564K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
878+ 2.44% |
$12.6K - $15.3K
|
36.8K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
824+ 1.27% |
$11.8K - $14.4K
|
65.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
818+ 4.53% |
$11.8K - $14.3K
|
18.9K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$11.5K - $14K
|
800
$15.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
748New |
$10.8K - $13.1K
|
748
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
747+ 2.73% |
$10.7K - $13.1K
|
28.1K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
679New |
$9.76K - $11.9K
|
679
$12.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
677+ 1.26% |
$9.74K - $11.8K
|
54.2K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
677New |
$9.74K - $11.8K
|
677
$12.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
655+ 4.73% |
$9.42K - $11.4K
|
14.5K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
655+ 0.53% |
$9.42K - $11.4K
|
123K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
605+ 2420.0% |
$8.7K - $10.6K
|
630
$11.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
599+ 2.01% |
$8.61K - $10.5K
|
30.4K
$576K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
537New |
$7.72K - $9.38K
|
537
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
530+ 2.61% |
$7.62K - $9.26K
|
20.8K
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
529+ 0.84% |
$7.61K - $9.24K
|
63.7K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
513+ 0.46% |
$7.38K - $8.96K
|
111K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
499+ 0.07% |
$7.18K - $8.72K
|
762K
$14.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
468+ 4.76% |
$6.73K - $8.18K
|
10.3K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
444+ 0.25% |
$6.38K - $7.76K
|
179K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
421+ 239.2% |
$6.05K - $7.35K
|
597
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
393+ 5.14% |
$5.65K - $6.87K
|
8.04K
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
370+ 3.22% |
$5.32K - $6.46K
|
11.9K
$225K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
350New |
$5.03K - $6.11K
|
350
$6.62K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
350+ 2.18% |
$5.03K - $6.11K
|
16.4K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
325+ 0.51% |
$4.67K - $5.68K
|
64K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
264+ 1.63% |
$3.8K - $4.61K
|
16.4K
$311K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
261+ 1.14% |
$3.75K - $4.56K
|
23.1K
$437K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
215+ 9.53% |
$3.09K - $3.76K
|
2.47K
$46.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
215+ 1.29% |
$3.09K - $3.76K
|
16.9K
$319K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
215+ 9.53% |
$3.09K - $3.76K
|
2.47K
$46.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
209New |
$3.01K - $3.65K
|
209
$3.95K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
205+ 56.16% |
$2.95K - $3.58K
|
570
$10.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
196+ 593.94% |
$2.82K - $3.42K
|
229
$4.33K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
141+ 4.35% |
$2.03K - $2.46K
|
3.39K
$64K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
140New |
$2.01K - $2.45K
|
140
$2.65K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
140+ 1.02% |
$2.01K - $2.45K
|
13.9K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
132+ 0.42% |
$1.9K - $2.31K
|
31.7K
$599K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
115New |
$1.65K - $2.01K
|
115
$2.17K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$1.44K - $1.75K
|
100
$1.89K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
96+ 0.15% |
$1.38K - $1.68K
|
64.8K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 36.64% |
$1.38K - $1.68K
|
358
$6.77K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
92+ 0.36% |
$1.32K - $1.61K
|
25.9K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.56% |
$1.14K - $1.38K
|
14.2K
$269K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
$1.08K - $1.31K
|
75
$1.42K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60+ 40.82% |
$863 - $1.05K
|
207
$3.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
58New |
$834 - $1.01K
|
58
$1.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 4.55% |
$647 - $786
|
1.03K
$19.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
44+ 0.98% |
$633 - $769
|
4.52K
$85.5K
|