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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-146- 1.11% |
$2.07K - $2.47K
|
13K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-148- 18.03% |
$2.1K - $2.51K
|
673
$12.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 46.44% |
$2.13K - $2.54K
|
173
$3.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-155- 1.05% |
$2.2K - $2.63K
|
14.6K
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-164- 12.18% |
$2.32K - $2.78K
|
1.18K
$22.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-168- 45.04% |
$2.38K - $2.85K
|
205
$3.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-208- 1.82% |
$2.95K - $3.52K
|
11.2K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-209- 22.16% |
$2.96K - $3.54K
|
734
$13.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-221- 4.27% |
$3.13K - $3.74K
|
4.95K
$93.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-238- 0.7% |
$3.37K - $4.03K
|
33.9K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-252- 4.3% |
$3.57K - $4.27K
|
5.6K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-306- 0.81% |
$4.34K - $5.18K
|
37.5K
$708K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-318- 1.11% |
$4.51K - $5.39K
|
28.3K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-325- 2.19% |
$4.61K - $5.51K
|
14.5K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-335- 0.11% |
$4.75K - $5.67K
|
295K
$5.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-380- 35.45% |
$5.38K - $6.44K
|
692
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-439- 11.8% |
$6.22K - $7.44K
|
3.28K
$62K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-451- 3.39% |
$6.39K - $7.64K
|
12.9K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-468- 16.85% |
$6.63K - $7.93K
|
2.31K
$43.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-481- 32.68% |
$6.82K - $8.15K
|
991
$18.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-541- 2.26% |
$7.67K - $9.16K
|
23.4K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-609- 2.3% |
$8.63K - $10.3K
|
25.9K
$489K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.67% |
$9.92K - $11.9K
|
25.5K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-710- 12.68% |
$10.1K - $12K
|
4.89K
$92.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-773- 6.62% |
$11K - $13.1K
|
10.9K
$206K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-908- 0.28% |
$12.9K - $15.4K
|
318K
$6.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 4.77% |
$15.2K - $18.1K
|
21.3K
$404K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.08K- 6.7% |
$15.3K - $18.3K
|
15K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-1.11K- 0.8% |
$15.7K - $18.8K
|
138K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 67.21% |
$17.6K - $21K
|
606
$11.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3K- 3.38% |
$18.4K - $21.9K
|
37K
$699K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.31K- 9.7% |
$18.5K - $22.2K
|
12.2K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.36K- 10.45% |
$19.3K - $23.1K
|
11.7K
$221K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.5K- 3.37% |
$21.3K - $25.4K
|
43K
$813K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.62K- 10.58% |
$23K - $27.5K
|
13.7K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.67K- 16.67% |
$23.6K - $28.2K
|
8.33K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.7K- 0.96% |
$24K - $28.7K
|
175K
$3.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.76K- 14.57% |
$25K - $29.8K
|
10.3K
$195K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.99K- 6.02% |
$28.2K - $33.7K
|
31.1K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.08K- 2.96% |
$29.5K - $35.3K
|
68.4K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.2K- 76.79% |
$31.1K - $37.2K
|
664
$12.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.21K- 3.74% |
$31.3K - $37.4K
|
56.7K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.37K- 6.6% |
$33.6K - $40.2K
|
33.6K
$635K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.5K- 0.38% |
$35.4K - $42.4K
|
663K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.74K- 0.7% |
$38.8K - $46.4K
|
386K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.8K- 4.4% |
$39.7K - $47.4K
|
60.8K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.84K- 10.52% |
$40.2K - $48.1K
|
24.1K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.88K- 17.42% |
$40.7K - $48.7K
|
13.6K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.19K- 1.97% |
$45.2K - $54K
|
159K
$3.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.31K- 5.99% |
$46.9K - $56K
|
51.9K
$982K
|