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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9+ 1.32% |
$113 - $163
|
690
$10.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 20.51% |
$100 - $145
|
47
$732
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$12.5 - $18.1
|
1
$15.6
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2- -0.0% |
$25 - $36.1
|
3.92M
$61.1M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 8.0% |
$75.1 - $108
|
69
$1.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13- 9.63% |
$163 - $235
|
122
$1.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14- 2.03% |
$175 - $253
|
675
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-24- 6.28% |
$300 - $434
|
358
$5.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-26- 0.03% |
$326 - $470
|
88.3K
$1.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-39- 4.86% |
$488 - $705
|
763
$11.9K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-76- 0.37% |
$952 - $1.37K
|
20.4K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-83- 12.06% |
$1.04K - $1.5K
|
605
$9.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.16% |
$1.25K - $1.81K
|
63.7K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-148- 28.41% |
$1.85K - $2.67K
|
373
$5.81K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-159- 42.06% |
$1.99K - $2.87K
|
219
$3.41K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168Closed |
$2.1K - $3.04K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-188- 80.69% |
$2.35K - $3.4K
|
45
$701
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-222- 1.37% |
$2.78K - $4.01K
|
16K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-242- 55.63% |
$3.03K - $4.37K
|
193
$3.01K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-263- 24.6% |
$3.29K - $4.75K
|
806
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-263- 1.42% |
$3.29K - $4.75K
|
18.3K
$285K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-305- 0.3% |
$3.82K - $5.51K
|
101K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-313- 1.03% |
$3.92K - $5.66K
|
30.2K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-316- 2.73% |
$3.96K - $5.71K
|
11.2K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-349- 0.56% |
$4.37K - $6.31K
|
62.5K
$973K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-353- 18.85% |
$4.42K - $6.38K
|
1.52K
$23.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-366Closed |
$4.58K - $6.61K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-400- 1.1% |
$5.01K - $7.23K
|
36K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-420- 80.46% |
$5.26K - $7.59K
|
102
$1.59K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-420- 80.46% |
$5.26K - $7.59K
|
102
$1.59K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-424- 51.77% |
$5.31K - $7.66K
|
395
$6.15K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-428- 8.25% |
$5.36K - $7.73K
|
4.76K
$74.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-428- 8.25% |
$5.36K - $7.73K
|
4.76K
$74.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-432- 17.45% |
$5.41K - $7.81K
|
2.04K
$31.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-434- 22.2% |
$5.43K - $7.84K
|
1.52K
$23.7K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-438- 1.78% |
$5.48K - $7.91K
|
24.2K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-498- 4.15% |
$6.23K - $9K
|
11.5K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-519- 2.55% |
$6.5K - $9.38K
|
19.8K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-545- 4.68% |
$6.82K - $9.85K
|
11.1K
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-567- 89.57% |
$7.1K - $10.2K
|
66
$1.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-571- 34.75% |
$7.15K - $10.3K
|
1.07K
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-590- 68.68% |
$7.39K - $10.7K
|
269
$4.19K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.16% |
$7.51K - $10.8K
|
27.2K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 92.59% |
$7.51K - $10.8K
|
48
$747
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-705- 4.17% |
$8.83K - $12.7K
|
16.2K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-767- 51.89% |
$9.6K - $13.9K
|
711
$11.1K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-778- 5.27% |
$9.74K - $14.1K
|
14K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-812- 0.69% |
$10.2K - $14.7K
|
117K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-814- 0.75% |
$10.2K - $14.7K
|
107K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-863- 0.44% |
$10.8K - $15.6K
|
196K
$3.06M
|