Purchases and Sales Made in Q3 2022 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q3 2022. 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 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
154New |
$2.11K - $2.94K
|
154
$2.96K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
139+ 13.9% |
$1.9K - $2.65K
|
1.14K
$21.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
129+ 1.12% |
$1.77K - $2.46K
|
11.7K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
112+ 0.44% |
$1.53K - $2.14K
|
25.7K
$493K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
95+ 19.79% |
$1.3K - $1.81K
|
575
$11.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
82+ 6.47% |
$1.12K - $1.56K
|
1.35K
$25.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81+ 0.54% |
$1.11K - $1.54K
|
15K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$822 - $1.14K
|
60
$1.15K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 1.97% |
$726 - $1.01K
|
2.74K
$52.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42+ 87.5% |
$575 - $801
|
90
$1.73K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
41+ 2.9% |
$562 - $782
|
1.45K
$28K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
38+ 0.03% |
$521 - $725
|
143K
$2.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35+ 250.0% |
$480 - $667
|
49
$942
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33+ 15.42% |
$452 - $629
|
247
$4.75K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
31+ 0.3% |
$425 - $591
|
10.4K
$200K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27New |
$370 - $515
|
27
$519
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21+ 0.2% |
$288 - $400
|
10.3K
$199K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 0.09% |
$288 - $400
|
23.6K
$454K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$247 - $343
|
18
$346
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 2.23% |
$151 - $210
|
505
$9.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.07% |
$151 - $210
|
14.9K
$286K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7+ 1.26% |
$95.9 - $133
|
564
$10.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
6+ 5.88% |
$82.2 - $114
|
108
$2.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$54.8 - $76.3
|
4
$76.9
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$27.4 - $38.1
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 33.33% |
$68.5 - $95.4
|
10
$192
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16- 0.04% |
$219 - $305
|
38K
$730K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-19- 0.13% |
$260 - $362
|
14.6K
$282K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21- 0.13% |
$288 - $400
|
16K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 35.64% |
$493 - $687
|
65
$1.25K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-39- 3.52% |
$534 - $744
|
1.07K
$20.5K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-41- 0.09% |
$562 - $782
|
48.1K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-45- 0.34% |
$617 - $858
|
13K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-51- 12.59% |
$699 - $973
|
354
$6.81K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-62- 2.37% |
$849 - $1.18K
|
2.56K
$49.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-93- 26.72% |
$1.27K - $1.77K
|
255
$4.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-98- 0.58% |
$1.34K - $1.87K
|
16.8K
$322K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-107- 2.42% |
$1.47K - $2.04K
|
4.32K
$83.1K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-128- 76.19% |
$1.75K - $2.44K
|
40
$769
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-143- 0.93% |
$1.96K - $2.73K
|
15.2K
$293K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-144- 0.47% |
$1.97K - $2.75K
|
30.6K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-186- 1.52% |
$2.55K - $3.55K
|
12.1K
$232K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-195- 78.63% |
$2.67K - $3.72K
|
53
$1.02K
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-292- 2.57% |
$4K - $5.57K
|
11.1K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-294- 29.4% |
$4.03K - $5.61K
|
706
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-302- 1.53% |
$4.14K - $5.76K
|
19.4K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-312- 1.75% |
$4.27K - $5.95K
|
17.5K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-315- 0.12% |
$4.32K - $6.01K
|
255K
$4.9M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 9.56% |
$4.66K - $6.48K
|
3.22K
$61.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-429- 1.78% |
$5.88K - $8.18K
|
23.7K
$456K
|