Purchases and Sales Made in Q4 2021 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
79+ 10.73% |
$1.72K - $2.1K
|
815
$15.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
60New |
$1.31K - $1.59K
|
60
$1.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
51+ 0.12% |
$1.11K - $1.35K
|
42.8K
$824K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46+ 0.74% |
$1K - $1.22K
|
6.26K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
24+ 0.23% |
$522 - $637
|
10.5K
$203K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24New |
$522 - $637
|
24
$462
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
24New |
$522 - $637
|
24
$462
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20New |
$435 - $531
|
20
$385
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
20+ 4.35% |
$435 - $531
|
480
$9.23K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
20New |
$435 - $531
|
20
$385
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18New |
$392 - $478
|
18
$346
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13New |
$283 - $345
|
13
$250
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 7.65% |
$283 - $345
|
183
$3.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13+ 0.13% |
$283 - $345
|
10.3K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
12New |
$261 - $318
|
12
$231
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10New |
$218 - $265
|
10
$192
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.71% |
$196 - $239
|
1.27K
$24.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.04% |
$87 - $106
|
9.81K
$189K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 80.0% |
$87 - $106
|
9
$173
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.1% |
$21.8 - $26.5
|
1.04K
$20K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$21.8 - $26.5
|
668
$12.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$21.8 - $26.5
|
16.1K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.63% |
$21.8 - $26.5
|
39
$750
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$21.8 - $26.5
|
21.5K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$21.8 - $26.5
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11- 0.07% |
$239 - $292
|
14.8K
$284K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-17- 0.03% |
$370 - $451
|
54.5K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 0.19% |
$522 - $637
|
12.7K
$245K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-27- 6.84% |
$588 - $716
|
368
$7.08K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-32- 1.39% |
$696 - $849
|
2.26K
$43.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-35Closed |
$762 - $929
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-47- 0.48% |
$1.02K - $1.25K
|
9.79K
$188K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-52- 0.55% |
$1.13K - $1.38K
|
9.44K
$181K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-56- 44.09% |
$1.22K - $1.49K
|
71
$1.37K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-73Closed |
$1.59K - $1.94K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-75Closed |
$1.63K - $1.99K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-77Closed |
$1.68K - $2.04K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-80- 0.77% |
$1.74K - $2.12K
|
10.3K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-89- 43.63% |
$1.94K - $2.36K
|
115
$2.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-94- 0.89% |
$2.05K - $2.49K
|
10.5K
$201K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-105- 12.1% |
$2.28K - $2.79K
|
763
$14.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-110Closed |
$2.39K - $2.92K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-114- 0.09% |
$2.48K - $3.02K
|
120K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-126Closed |
$2.74K - $3.34K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-126Closed |
$2.74K - $3.34K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-134- 0.74% |
$2.92K - $3.56K
|
17.9K
$344K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-140Closed |
$3.05K - $3.71K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-161- 1.09% |
$3.5K - $4.27K
|
14.7K
$282K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-171- 1.63% |
$3.72K - $4.54K
|
10.3K
$198K
|