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 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.78K- 5.91% |
$97.4K - $141K
|
124K
$2.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.99K- 4.79% |
$100K - $144K
|
159K
$2.74M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.19K- 59.74% |
$102K - $148K
|
5.52K
$95.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-8.43K- 15.54% |
$106K - $152K
|
45.8K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-9.01K- 8.05% |
$113K - $163K
|
103K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.24K- 10.0% |
$116K - $167K
|
83.2K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9.37K- 46.53% |
$117K - $169K
|
10.8K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-9.4K- 2.11% |
$118K - $170K
|
437K
$7.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-9.93K- 3.14% |
$124K - $179K
|
306K
$5.29M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10K- 3.27% |
$125K - $181K
|
295K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-10.6K- 40.72% |
$132K - $191K
|
15.4K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.3K- 8.38% |
$141K - $203K
|
123K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.1K- 19.89% |
$151K - $218K
|
48.6K
$840K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12.2K- 14.38% |
$152K - $220K
|
72.4K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-12.2K- 28.2% |
$152K - $220K
|
31K
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-12.2K- 17.29% |
$153K - $220K
|
58.3K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 10.39% |
$157K - $227K
|
108K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 12.45% |
$159K - $230K
|
89.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13K- 7.28% |
$163K - $235K
|
166K
$2.86M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.7K- 61.36% |
$171K - $247K
|
8.61K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.1K- 1.85% |
$176K - $255K
|
746K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 41.63% |
$206K - $297K
|
23K
$398K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 1.65% |
$227K - $327K
|
1.08M
$18.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-18.9K- 61.13% |
$237K - $342K
|
12K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 98.6% |
$242K - $350K
|
275
$4.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-20.1K- 45.09% |
$251K - $363K
|
24.4K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-23.7K- 24.44% |
$297K - $429K
|
73.4K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-24.2K- 26.49% |
$303K - $438K
|
67.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-26.4K- 25.11% |
$330K - $477K
|
78.7K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-27.2K- 3.17% |
$340K - $491K
|
830K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.7K- 2.82% |
$397K - $573K
|
1.09M
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-32.9K- 85.96% |
$412K - $594K
|
5.37K
$92.8K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-35.3K- 1.39% |
$442K - $638K
|
2.5M
$43.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-36.2K- 3.13% |
$453K - $654K
|
1.12M
$19.4M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-37.9K- 10.85% |
$475K - $685K
|
312K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-38.5K- 17.61% |
$482K - $695K
|
180K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-43.7K- 2.55% |
$547K - $790K
|
1.67M
$28.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-46.2K- 84.52% |
$578K - $835K
|
8.46K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-47.1K- 9.96% |
$590K - $852K
|
426K
$7.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.6K- 43.79% |
$608K - $877K
|
62.3K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-52K- 69.43% |
$651K - $940K
|
22.9K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-54.2K- 60.69% |
$678K - $979K
|
35.1K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-54.7K- 71.66% |
$685K - $989K
|
21.6K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-56K- 27.93% |
$701K - $1.01M
|
144K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-58.5K- 79.77% |
$732K - $1.06M
|
14.8K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-59K- 8.43% |
$739K - $1.07M
|
641K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.2K- 7.61% |
$792K - $1.14M
|
768K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-70K- 46.75% |
$876K - $1.26M
|
79.7K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-83.2KClosed |
$1.04M - $1.5M
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-91.1K- 14.59% |
$1.14M - $1.65M
|
533K
$9.21M
|