Purchases and Sales Made in Q4 2023 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.94K+ 27.01% |
$61.8K - $89.2K
|
23.2K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.92K+ 9.07% |
$61.6K - $88.9K
|
59.2K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.8K+ 15.91% |
$60.1K - $86.7K
|
35K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.71K+ 84.37% |
$58.9K - $85.1K
|
10.3K
$160K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.61KNew |
$57.7K - $83.3K
|
4.61K
$71.8K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.13K+ 5.5% |
$51.7K - $74.6K
|
79.2K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.12K+ 11.46% |
$51.6K - $74.5K
|
40.1K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.09K+ 2.03% |
$51.2K - $73.9K
|
205K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85KNew |
$48.3K - $69.6K
|
3.85K
$60K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.78K+ 2.3% |
$47.4K - $68.4K
|
168K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.66K+ 31.95% |
$45.9K - $66.2K
|
15.1K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 16.81% |
$44.3K - $63.9K
|
24.6K
$383K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.21K+ 28.46% |
$40.2K - $58.1K
|
14.5K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.14K+ 7.28% |
$39.3K - $56.8K
|
46.3K
$721K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.11K+ 16.45% |
$38.9K - $56.2K
|
22K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
2.8K+ 124.72% |
$35.1K - $50.6K
|
5.05K
$78.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.43K+ 0.95% |
$30.4K - $43.8K
|
257K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.42KNew |
$30.3K - $43.7K
|
2.42K
$37.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.15K+ 4.02% |
$26.9K - $38.9K
|
55.7K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.07K+ 89.87% |
$25.9K - $37.4K
|
4.37K
$68K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.06KNew |
$25.8K - $37.2K
|
2.06K
$32.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.81K+ 5.75% |
$22.6K - $32.6K
|
33.2K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.64K+ 52.91% |
$20.5K - $29.6K
|
4.73K
$73.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 182.02% |
$19.9K - $28.7K
|
2.46K
$38.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.57K+ 0.98% |
$19.7K - $28.4K
|
161K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.53K+ 0.43% |
$19.1K - $27.6K
|
359K
$5.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.27K+ 54.22% |
$15.9K - $23K
|
3.62K
$56.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.21K+ 1616.0% |
$15.2K - $21.9K
|
1.29K
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 13.22% |
$13.4K - $19.4K
|
9.19K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.04KNew |
$13K - $18.8K
|
1.04K
$16.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$12.5K - $18.1K
|
2K
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
972+ 4.53% |
$12.2K - $17.6K
|
22.4K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
959+ 40.23% |
$12K - $17.3K
|
3.34K
$52.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
868New |
$10.9K - $15.7K
|
868
$13.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
855+ 16.05% |
$10.7K - $15.4K
|
6.18K
$96.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
767+ 0.53% |
$9.6K - $13.9K
|
145K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
766+ 35.15% |
$9.59K - $13.8K
|
2.95K
$45.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
700+ 74.95% |
$8.76K - $12.6K
|
1.63K
$25.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.71K - $12.6K
|
696
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
660+ 3.89% |
$8.26K - $11.9K
|
17.6K
$275K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
622+ 62200.0% |
$7.79K - $11.2K
|
623
$9.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
605+ 137.5% |
$7.57K - $10.9K
|
1.05K
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
542+ 21.44% |
$6.79K - $9.79K
|
3.07K
$47.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
538+ 81.52% |
$6.74K - $9.72K
|
1.2K
$18.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
486+ 32.44% |
$6.08K - $8.78K
|
1.98K
$30.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
407New |
$5.1K - $7.35K
|
407
$6.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
401+ 1.5% |
$5.02K - $7.25K
|
27.2K
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
343+ 1.47% |
$4.29K - $6.2K
|
23.7K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
327+ 0.42% |
$4.09K - $5.91K
|
78.7K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
317+ 25.22% |
$3.97K - $5.73K
|
1.57K
$24.5K
|