Purchases and Sales Made in Q3 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q3 2023. 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 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.07K+ 18.55% |
$29.1K - $38K
|
13.2K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.85K+ 5.67% |
$26.1K - $34K
|
34.5K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.72K+ 98.85% |
$24.2K - $31.6K
|
3.46K
$62.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.7K+ 7.5% |
$24K - $31.3K
|
24.4K
$443K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.7K+ 7.69% |
$24K - $31.3K
|
23.8K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.7KNew |
$24K - $31.3K
|
1.7K
$30.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 10.85% |
$23.4K - $30.6K
|
17K
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.64K+ 8.67% |
$23.1K - $30.2K
|
20.6K
$373K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.59K+ 2.56% |
$22.4K - $29.3K
|
63.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.57K+ 0.75% |
$22.2K - $28.9K
|
210K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 0.58% |
$20.8K - $27.2K
|
254K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.46K+ 1.26% |
$20.5K - $26.8K
|
117K
$2.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 1952.78% |
$19.8K - $25.9K
|
1.48K
$26.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 5.21% |
$19K - $24.9K
|
27.3K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.28K+ 0.96% |
$18.1K - $23.6K
|
135K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 3.21% |
$15.8K - $20.6K
|
36K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 212.95% |
$15.8K - $20.6K
|
1.64K
$29.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
1.1K+ 2.07% |
$15.5K - $20.3K
|
54.3K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.05K+ 2.8% |
$14.8K - $19.4K
|
38.6K
$701K
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.03KNew |
$14.5K - $18.9K
|
1.03K
$18.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1K+ 2.96% |
$14.1K - $18.4K
|
34.8K
$632K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1KNew |
$14.1K - $18.4K
|
1K
$18.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
933+ 2.94% |
$13.1K - $17.2K
|
32.7K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
843+ 4.37% |
$11.9K - $15.5K
|
20.1K
$365K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
765+ 4.74% |
$10.8K - $14.1K
|
16.9K
$307K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
732+ 0.87% |
$10.3K - $13.5K
|
84.6K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
688New |
$9.69K - $12.7K
|
688
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
652+ 2.32% |
$9.19K - $12K
|
28.8K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
589+ 2.27% |
$8.3K - $10.8K
|
26.6K
$483K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
585New |
$8.24K - $10.8K
|
585
$10.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
498+ 2.45% |
$7.02K - $9.16K
|
20.8K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
446+ 0.35% |
$6.28K - $8.21K
|
129K
$2.33M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
420+ 411.76% |
$5.92K - $7.73K
|
522
$9.47K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
400+ 80.48% |
$5.64K - $7.36K
|
897
$16.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
391+ 3.47% |
$5.51K - $7.19K
|
11.6K
$211K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
363+ 7.31% |
$5.11K - $6.68K
|
5.33K
$96.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
351+ 1.18% |
$4.95K - $6.46K
|
30.2K
$547K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
324+ 558.62% |
$4.57K - $5.96K
|
382
$6.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300+ 214.29% |
$4.23K - $5.52K
|
440
$7.99K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
300+ 0.61% |
$4.23K - $5.52K
|
49.8K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
288+ 2.29% |
$4.06K - $5.3K
|
12.9K
$234K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
278New |
$3.92K - $5.12K
|
278
$5.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
264+ 1.52% |
$3.72K - $4.86K
|
17.7K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
255+ 152.69% |
$3.59K - $4.69K
|
422
$7.66K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
246+ 1.06% |
$3.47K - $4.53K
|
23.4K
$424K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
215+ 1.28% |
$3.03K - $3.96K
|
17.1K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 11.76% |
$2.82K - $3.68K
|
1.9K
$34.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
162+ 1.02% |
$2.28K - $2.98K
|
16K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
150New |
$2.11K - $2.76K
|
150
$2.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 7.15% |
$1.76K - $2.3K
|
1.87K
$34K
|