Purchases and Sales Made in Q4 2022 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 3.33% |
$41.2 - $59.3
|
87
$1.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 1.87% |
$96 - $138
|
367
$6.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 3.01% |
$370 - $534
|
869
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-46- 0.24% |
$631 - $909
|
19.4K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50- 0.27% |
$686 - $989
|
18.7K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-60- 0.46% |
$823 - $1.19K
|
13K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-61- 0.19% |
$837 - $1.21K
|
32.5K
$615K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-72- 52.94% |
$988 - $1.42K
|
64
$1.21K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-105- 0.69% |
$1.44K - $2.08K
|
15.1K
$286K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-129- 0.22% |
$1.77K - $2.55K
|
58.4K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-148- 13.86% |
$2.03K - $2.93K
|
920
$17.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-160- 31.37% |
$2.2K - $3.16K
|
350
$6.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-167- 47.18% |
$2.29K - $3.3K
|
187
$3.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-175- 4.38% |
$2.4K - $3.46K
|
3.82K
$72.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-269- 0.4% |
$3.69K - $5.32K
|
67.5K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-308- 43.38% |
$4.23K - $6.09K
|
402
$7.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 25.93% |
$4.8K - $6.92K
|
1K
$18.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-356- 48.83% |
$4.88K - $7.04K
|
373
$7.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-399- 1.16% |
$5.47K - $7.89K
|
33.9K
$642K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-400- 79.21% |
$5.49K - $7.91K
|
105
$1.99K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-423- 55.37% |
$5.8K - $8.36K
|
341
$6.45K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-510- 1.36% |
$7K - $10.1K
|
37K
$700K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-525- 1.56% |
$7.2K - $10.4K
|
33.1K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-566- 0.79% |
$7.77K - $11.2K
|
70.7K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 0.18% |
$8.23K - $11.9K
|
330K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-650- 2.02% |
$8.92K - $12.9K
|
31.5K
$595K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-700- 50.36% |
$9.6K - $13.8K
|
690
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-703- 0.28% |
$9.65K - $13.9K
|
254K
$4.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-714- 3.55% |
$9.8K - $14.1K
|
19.4K
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-714- 3.18% |
$9.8K - $14.1K
|
21.8K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-764- 0.62% |
$10.5K - $15.1K
|
122K
$2.31M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-870- 1.57% |
$11.9K - $17.2K
|
54.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-900- 0.19% |
$12.3K - $17.8K
|
463K
$8.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-909- 1.24% |
$12.5K - $18K
|
72.4K
$1.37M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-932- 13.52% |
$12.8K - $18.4K
|
5.96K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 6.86% |
$14.1K - $20.4K
|
14K
$265K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.07K- 6.63% |
$14.6K - $21.1K
|
15K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 24.85% |
$14.7K - $21.2K
|
3.25K
$61.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.1K- 0.71% |
$15K - $21.6K
|
153K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.1K- 8.96% |
$15.1K - $21.8K
|
11.2K
$212K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.12K- 99.56% |
$15.4K - $22.1K
|
5
$94.6
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.12K- 13.0% |
$15.4K - $22.2K
|
7.5K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 3.04% |
$15.6K - $22.4K
|
36.2K
$685K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.26K- 5.46% |
$17.3K - $24.9K
|
21.8K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 5.69% |
$18.4K - $26.5K
|
22.2K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.95K- 22.03% |
$26.8K - $38.6K
|
6.91K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.97K- 6.47% |
$27.1K - $39K
|
28.5K
$539K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.98K- 1.66% |
$27.1K - $39.1K
|
117K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.99K- 49.32% |
$27.3K - $39.3K
|
2.04K
$38.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.05K- 13.85% |
$28.1K - $40.5K
|
12.8K
$241K
|