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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
384+ 10.29% |
$8.99K - $10.3K
|
4.12K
$86.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
383+ 4.43% |
$8.97K - $10.3K
|
9.03K
$190K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
374+ 0.44% |
$8.76K - $10.1K
|
85.5K
$1.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366+ 3.25% |
$8.57K - $9.86K
|
11.6K
$244K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
355+ 2.26% |
$8.31K - $9.57K
|
16.1K
$338K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
347+ 0.94% |
$8.13K - $9.35K
|
37.2K
$782K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
342+ 0.56% |
$8.01K - $9.22K
|
61.8K
$1.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
316+ 2.62% |
$7.4K - $8.52K
|
12.4K
$261K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
314+ 74.41% |
$7.35K - $8.46K
|
736
$15.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
307+ 12.73% |
$7.19K - $8.27K
|
2.72K
$57.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 1.14% |
$7.03K - $8.09K
|
26.6K
$559K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
241+ 57.93% |
$5.64K - $6.49K
|
657
$13.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
236+ 1.66% |
$5.53K - $6.36K
|
14.5K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
235+ 0.97% |
$5.5K - $6.33K
|
24.5K
$515K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
215New |
$5.04K - $5.79K
|
215
$4.52K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
184+ 0.71% |
$4.31K - $4.96K
|
26K
$548K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
140New |
$3.28K - $3.77K
|
140
$2.95K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
139New |
$3.26K - $3.75K
|
139
$2.92K
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
124+ 1.08% |
$2.9K - $3.34K
|
11.7K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
113+ 0.56% |
$2.65K - $3.05K
|
20.3K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
110New |
$2.58K - $2.96K
|
110
$2.31K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
104+ 0.67% |
$2.44K - $2.8K
|
15.7K
$330K
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
104+ 0.63% |
$2.44K - $2.8K
|
16.5K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.34K - $2.7K
|
100
$2.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
98+ 14.39% |
$2.3K - $2.64K
|
779
$16.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
86+ 209.76% |
$2.01K - $2.32K
|
127
$2.67K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
77New |
$1.8K - $2.08K
|
77
$1.62K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73New |
$1.71K - $1.97K
|
73
$1.54K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 19.7% |
$1.52K - $1.75K
|
395
$8.31K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 4.64% |
$1.08K - $1.24K
|
1.04K
$21.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
46New |
$1.08K - $1.24K
|
46
$968
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
44+ 0.29% |
$1.03K - $1.19K
|
15K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.47% |
$1.03K - $1.19K
|
1.83K
$38.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
41+ 13.67% |
$960 - $1.1K
|
341
$7.17K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
40+ 1.23% |
$937 - $1.08K
|
3.29K
$69.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30+ 0.3% |
$703 - $809
|
10.2K
$215K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 1.53% |
$562 - $647
|
1.59K
$33.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22+ 0.26% |
$515 - $593
|
8.39K
$177K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21+ 0.01% |
$492 - $566
|
178K
$3.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
19+ 0.18% |
$445 - $512
|
10.4K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13New |
$304 - $350
|
13
$274
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 29.41% |
$234 - $270
|
44
$926
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.04% |
$93.7 - $108
|
9.81K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.59% |
$70.3 - $80.9
|
509
$10.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.0% |
$23.4 - $27
|
29K
$610K
|
|
|
Oct 19, 2021
Q3 2021
|
Valueworks LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$23.4 - $27
|
259K
$5.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.8% |
$23.4 - $27
|
126
$2.65K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 20.0% |
$23.4 - $27
|
6
$126
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.5% |
$23.4 - $27
|
202
$4.25K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1New |
$23.4 - $27
|
1
$21
|