Purchases and Sales Made in Q2 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q2 2024. 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 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
115New |
$1.63K - $1.95K
|
115
$2.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
107New |
$1.52K - $1.81K
|
107
$2.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
100+ 0.51% |
$1.42K - $1.69K
|
19.6K
$376K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
97New |
$1.37K - $1.64K
|
97
$1.87K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92+ 9.69% |
$1.3K - $1.56K
|
1.04K
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 0.84% |
$1.05K - $1.25K
|
8.92K
$172K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69+ 0.2% |
$978 - $1.17K
|
34K
$655K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
60New |
$850 - $1.02K
|
60
$1.15K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
57+ 0.6% |
$808 - $966
|
9.53K
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
53+ 117.78% |
$751 - $898
|
98
$1.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
51New |
$723 - $864
|
51
$981
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 115.0% |
$652 - $779
|
86
$1.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 14.52% |
$638 - $762
|
355
$6.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 75.47% |
$567 - $678
|
93
$1.79K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 0.2% |
$567 - $678
|
20.1K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 3.35% |
$496 - $593
|
1.08K
$20.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
31+ 0.17% |
$439 - $525
|
18.6K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 4.55% |
$397 - $474
|
643
$12.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24+ 0.01% |
$340 - $407
|
284K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24+ 0.13% |
$340 - $407
|
18.5K
$355K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
17+ 0.02% |
$241 - $288
|
99.2K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 17.33% |
$184 - $220
|
88
$1.69K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 24.39% |
$142 - $169
|
51
$981
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 4.29% |
$128 - $152
|
219
$4.21K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$99.2 - $119
|
7
$135
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
6+ 300.0% |
$85 - $102
|
8
$154
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 7.58% |
$70.9 - $84.7
|
71
$1.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.04% |
$70.9 - $84.7
|
14.1K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.06% |
$56.7 - $67.8
|
6.31K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.56% |
$14.2 - $16.9
|
40
$769
|
|
|
Aug 12, 2024
Q2 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-5- -0.0% |
$70.9 - $84.7
|
250K
$4.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.89% |
$85 - $102
|
312
$6K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 6.06% |
$142 - $169
|
155
$2.98K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 0.1% |
$170 - $203
|
11.7K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-29- 4.65% |
$411 - $491
|
594
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-30- 0.02% |
$425 - $508
|
159K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-53Closed |
$751 - $898
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-57- 77.03% |
$808 - $966
|
17
$327
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 71.43% |
$921 - $1.1K
|
26
$500
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-66- 0.42% |
$935 - $1.12K
|
15.8K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 11.49% |
$949 - $1.13K
|
516
$9.92K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74- 0.2% |
$1.05K - $1.25K
|
36.6K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74- 0.2% |
$1.05K - $1.25K
|
36.6K
$704K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-84- 10.42% |
$1.19K - $1.42K
|
722
$13.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-99- 68.75% |
$1.4K - $1.68K
|
45
$865
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 69.72% |
$1.4K - $1.68K
|
43
$827
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 64.52% |
$1.42K - $1.69K
|
55
$1.06K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-106- 0.82% |
$1.5K - $1.8K
|
12.8K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-109- 23.49% |
$1.54K - $1.85K
|
355
$6.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-135- 0.16% |
$1.91K - $2.29K
|
85.2K
$1.64M
|