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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41+ 1.4% |
$590 - $716
|
2.98K
$57.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
40+ 85.11% |
$575 - $699
|
87
$1.67K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
38New |
$546 - $664
|
38
$731
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35New |
$503 - $611
|
35
$673
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 5.14% |
$475 - $577
|
675
$13K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 95.83% |
$331 - $402
|
47
$904
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.4% |
$273 - $332
|
811
$15.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 16.67% |
$173 - $210
|
84
$1.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$158 - $192
|
11
$212
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.73% |
$129 - $157
|
1.24K
$23.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 3.18% |
$101 - $122
|
227
$4.37K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$57.5 - $69.9
|
15.9K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.31% |
$43.1 - $52.4
|
962
$18.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 3.24% |
$230 - $280
|
478
$9.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-21- 51.22% |
$302 - $367
|
20
$385
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-33- 1.85% |
$475 - $577
|
1.75K
$33.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34- 46.58% |
$489 - $594
|
39
$750
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-40- 0.26% |
$575 - $699
|
15.6K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-62- 0.16% |
$892 - $1.08K
|
37.6K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 5.49% |
$1.04K - $1.26K
|
1.24K
$23.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76- 17.23% |
$1.09K - $1.33K
|
365
$7.02K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 33.73% |
$1.24K - $1.5K
|
169
$3.25K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88- 11.67% |
$1.27K - $1.54K
|
666
$12.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 1.8% |
$1.31K - $1.59K
|
4.96K
$95.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-103- 0.79% |
$1.48K - $1.8K
|
12.9K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-107- 0.95% |
$1.54K - $1.87K
|
11.1K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-124- 0.4% |
$1.78K - $2.17K
|
30.5K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-125- 0.38% |
$1.8K - $2.18K
|
32.5K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-127- 43.2% |
$1.83K - $2.22K
|
167
$3.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-129- 6.87% |
$1.86K - $2.25K
|
1.75K
$33.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-154- 9.45% |
$2.21K - $2.69K
|
1.48K
$28.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-182- 87.92% |
$2.62K - $3.18K
|
25
$481
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-187- 0.34% |
$2.69K - $3.27K
|
54.8K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-191- 1.67% |
$2.75K - $3.34K
|
11.3K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-215- 61.43% |
$3.09K - $3.76K
|
135
$2.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-221- 1.79% |
$3.18K - $3.86K
|
12.1K
$233K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-246- 7.59% |
$3.54K - $4.3K
|
3K
$57.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 2.15% |
$3.6K - $4.37K
|
11.4K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-260- 0.69% |
$3.74K - $4.54K
|
37.4K
$718K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-262- 1.35% |
$3.77K - $4.58K
|
19.1K
$368K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-278- 0.88% |
$4K - $4.86K
|
31.4K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-278- 1.91% |
$4K - $4.86K
|
14.3K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-284- 36.36% |
$4.08K - $4.96K
|
497
$9.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-294- 32.96% |
$4.23K - $5.14K
|
598
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 36.36% |
$4.31K - $5.24K
|
525
$10.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-310- 53.91% |
$4.46K - $5.42K
|
265
$5.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-313- 2.98% |
$4.5K - $5.47K
|
10.2K
$196K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-346- 2.5% |
$4.98K - $6.04K
|
13.5K
$259K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-347- 3.35% |
$4.99K - $6.06K
|
10K
$193K
|