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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
314New |
$3.93K - $5.67K
|
314
$6.04K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
310+ 30.19% |
$3.88K - $5.6K
|
1.34K
$25.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
308+ 0.33% |
$3.86K - $5.57K
|
94.1K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
264+ 2.48% |
$3.31K - $4.77K
|
10.9K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256New |
$3.21K - $4.63K
|
256
$4.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
249New |
$3.12K - $4.5K
|
249
$4.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
244New |
$3.05K - $4.41K
|
244
$4.69K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
230+ 1.35% |
$2.88K - $4.16K
|
17.3K
$333K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
220+ 1375.0% |
$2.75K - $3.98K
|
236
$4.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
207+ 41.73% |
$2.59K - $3.74K
|
703
$13.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
207New |
$2.59K - $3.74K
|
207
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$2.4K - $3.47K
|
192
$3.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
191New |
$2.39K - $3.45K
|
191
$3.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185New |
$2.32K - $3.34K
|
185
$3.56K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
179New |
$2.24K - $3.23K
|
179
$3.44K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
173+ 0.94% |
$2.17K - $3.13K
|
18.5K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
171+ 1.34% |
$2.14K - $3.09K
|
12.9K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
162+ 48.8% |
$2.03K - $2.93K
|
494
$9.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
160+ 1.37% |
$2K - $2.89K
|
11.8K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
134+ 25.09% |
$1.68K - $2.42K
|
668
$12.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
132New |
$1.65K - $2.39K
|
132
$2.54K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 62.84% |
$1.44K - $2.08K
|
298
$5.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
112New |
$1.4K - $2.02K
|
112
$2.15K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
100+ 0.31% |
$1.25K - $1.81K
|
32.8K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100New |
$1.25K - $1.81K
|
100
$1.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
99+ 220.0% |
$1.24K - $1.79K
|
144
$2.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
97+ 215.56% |
$1.21K - $1.75K
|
142
$2.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
93+ 22.04% |
$1.16K - $1.68K
|
515
$9.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
86+ 6.79% |
$1.08K - $1.55K
|
1.35K
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
85New |
$1.06K - $1.54K
|
85
$1.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
80New |
$1K - $1.45K
|
80
$1.54K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
77New |
$964 - $1.39K
|
77
$1.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 36.9% |
$864 - $1.25K
|
256
$4.92K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
69New |
$864 - $1.25K
|
69
$1.33K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64New |
$801 - $1.16K
|
64
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
63+ 0.49% |
$789 - $1.14K
|
13K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 6.24% |
$701 - $1.01K
|
953
$18.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
56New |
$701 - $1.01K
|
56
$1.08K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
53+ 0.85% |
$664 - $958
|
6.26K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
44+ 0.27% |
$551 - $795
|
16.1K
$309K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
43New |
$538 - $777
|
43
$827
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
40New |
$501 - $723
|
40
$769
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$413 - $596
|
33
$635
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 24.03% |
$388 - $560
|
160
$3.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$326 - $470
|
26
$500
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
24New |
$300 - $434
|
24
$462
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
19+ 0.16% |
$238 - $343
|
12.1K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19+ 0.14% |
$238 - $343
|
13.4K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
18+ 0.0% |
$225 - $325
|
452K
$8.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 13.16% |
$125 - $181
|
86
$1.65K
|