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 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.86% |
$23.4 - $27
|
36
$667
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.15% |
$23.4 - $27
|
667
$12.4K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$23.4 - $27
|
4
$74.1
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 7.27% |
$375 - $431
|
204
$3.78K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 2.32% |
$726 - $835
|
1.3K
$24.2K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 1.07% |
$843 - $970
|
3.34K
$61.8K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 7.14% |
$890 - $1.02K
|
494
$9.15K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$1.08K - $1.24K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-50- 50.0% |
$1.17K - $1.35K
|
50
$926
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-96- 60.0% |
$2.25K - $2.59K
|
64
$1.19K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 1.62% |
$2.39K - $2.75K
|
6.21K
$115K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-102Closed |
$2.39K - $2.75K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-108Closed |
$2.53K - $2.91K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-109- 5.67% |
$2.55K - $2.94K
|
1.81K
$33.6K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-124Closed |
$2.9K - $3.34K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-136Closed |
$3.19K - $3.67K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-161Closed |
$3.77K - $4.34K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-178- 31.9% |
$4.17K - $4.8K
|
380
$7.04K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-200Closed |
$4.68K - $5.39K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-202- 0.02% |
$4.73K - $5.44K
|
1.09M
$20.1M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 13.68% |
$4.92K - $5.66K
|
1.33K
$24.5K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-210- 16.8% |
$4.92K - $5.66K
|
1.04K
$19.3K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-226- 0.19% |
$5.29K - $6.09K
|
120K
$2.22M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-250- 1.02% |
$5.86K - $6.74K
|
24.2K
$447K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-267- 2.54% |
$6.25K - $7.2K
|
10.3K
$190K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-275Closed |
$6.44K - $7.41K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-286- 2.21% |
$6.7K - $7.71K
|
12.7K
$235K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-300Closed |
$7.03K - $8.09K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-321- 2.63% |
$7.52K - $8.65K
|
11.9K
$220K
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-369- 3.38% |
$8.64K - $9.94K
|
10.6K
$196K
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-374- 3.44% |
$8.76K - $10.1K
|
10.5K
$194K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-395- 75.82% |
$9.25K - $10.6K
|
126
$2.33K
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 1.59% |
$9.37K - $10.8K
|
24.7K
$458K
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-410- 46.75% |
$9.6K - $11K
|
467
$8.65K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-442- 3.48% |
$10.4K - $11.9K
|
12.3K
$227K
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-474- 12.74% |
$11.1K - $12.8K
|
3.25K
$60.1K
|
|
Dec 09, 2024
Q3 2021
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-500- 0.02% |
$11.7K - $13.5K
|
2.56M
$47.4M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-506- 24.21% |
$11.9K - $13.6K
|
1.58K
$29.3K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-578- 3.75% |
$13.5K - $15.6K
|
14.8K
$275K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-579- 5.22% |
$13.6K - $15.6K
|
10.5K
$195K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-676- 3.02% |
$15.8K - $18.2K
|
21.7K
$402K
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-725- 0.89% |
$17K - $19.5K
|
81K
$1.5M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-792- 8.64% |
$18.5K - $21.3K
|
8.38K
$155K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-838- 15.42% |
$19.6K - $22.6K
|
4.6K
$85.2K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-964Closed |
$22.6K - $26K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-980- 1.56% |
$23K - $26.4K
|
61.9K
$1.15M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-996- 5.23% |
$23.3K - $26.8K
|
18K
$334K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-998- 2.49% |
$23.4K - $26.9K
|
39.1K
$724K
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-998- 10.24% |
$23.4K - $26.9K
|
8.75K
$162K
|