Purchases and Sales Made in Q3 2021 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.07K+ 1.22% |
$71.8K - $82.6K
|
255K
$5.37M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.92K+ 7.9% |
$68.5K - $78.8K
|
39.9K
$840K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.81K+ 64.17% |
$65.9K - $75.8K
|
7.2K
$151K
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.62K+ 2.85% |
$61.4K - $70.6K
|
94.4K
$1.99M
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
2.56K+ 3.85% |
$59.9K - $68.9K
|
68.9K
$1.45M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.49K+ 6.61% |
$58.3K - $67.1K
|
40.2K
$845K
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.46K+ 22.47% |
$57.6K - $66.2K
|
13.4K
$282K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2.43K+ 119.73% |
$57K - $65.6K
|
4.47K
$93.9K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$56.2K - $64.7K
|
2.4K
$50.5K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.35K+ 0.46% |
$55.1K - $63.4K
|
515K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.17K+ 0.71% |
$50.8K - $58.5K
|
307K
$6.46M
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
2.13K+ 1.56% |
$49.9K - $57.4K
|
139K
$2.91M
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.13K+ 0.36% |
$49.9K - $57.4K
|
599K
$12.6M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.06KNew |
$48.2K - $55.4K
|
2.06K
$43.3K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.7K+ 106.79% |
$39.8K - $45.8K
|
3.29K
$69.2K
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.68K+ 4.71% |
$39.4K - $45.3K
|
37.4K
$787K
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.6KNew |
$37.6K - $43.2K
|
1.6K
$33.7K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.57K+ 3.98% |
$36.7K - $42.3K
|
41K
$862K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.55K+ 0.8% |
$36.3K - $41.8K
|
196K
$4.12M
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.51K+ 22.21% |
$35.4K - $40.7K
|
8.31K
$175K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.47K+ 28.61% |
$34.4K - $39.6K
|
6.6K
$139K
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.36K+ 1.59% |
$31.9K - $36.7K
|
86.7K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 8.89% |
$31.3K - $36K
|
16.4K
$345K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.33K+ 15.59% |
$31.1K - $35.8K
|
9.84K
$207K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.32K+ 35.76% |
$30.9K - $35.6K
|
5.01K
$105K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.26KNew |
$29.5K - $34K
|
1.26K
$26.5K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24K+ 5.07% |
$29.1K - $33.4K
|
25.7K
$541K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.17K+ 8.94% |
$27.4K - $31.5K
|
14.3K
$300K
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 20.99% |
$27.1K - $31.2K
|
6.67K
$140K
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.14K+ 1.54% |
$26.8K - $30.8K
|
75.4K
$1.59M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 0.73% |
$25.7K - $29.6K
|
152K
$3.2M
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.46% |
$23.8K - $27.4K
|
30.3K
$638K
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
930+ 1.88% |
$21.8K - $25.1K
|
50.5K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
919New |
$21.5K - $24.8K
|
919
$19.3K
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
889+ 10.93% |
$20.8K - $24K
|
9.03K
$190K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
886+ 224.87% |
$20.8K - $23.9K
|
1.28K
$26.9K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
801+ 257.56% |
$18.8K - $21.6K
|
1.11K
$23.4K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
792+ 10.66% |
$18.5K - $21.3K
|
8.22K
$173K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
733+ 83.3% |
$17.2K - $19.8K
|
1.61K
$33.9K
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
724New |
$17K - $19.5K
|
724
$15.2K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
688New |
$16.1K - $18.5K
|
688
$14.5K
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
607+ 6.07% |
$14.2K - $16.4K
|
10.6K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
539+ 272.22% |
$12.6K - $14.5K
|
737
$15.5K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
539+ 4.36% |
$12.6K - $14.5K
|
12.9K
$272K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
528+ 3.6% |
$12.4K - $14.2K
|
15.2K
$320K
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
520+ 1.21% |
$12.2K - $14K
|
43.6K
$918K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
505New |
$11.8K - $13.6K
|
505
$10.6K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
494New |
$11.6K - $13.3K
|
494
$10.4K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
459New |
$10.7K - $12.4K
|
459
$9.66K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
441+ 4.32% |
$10.3K - $11.9K
|
10.7K
$224K
|