Purchases and Sales Made in Q4 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 2024. 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 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-130- 0.95% |
$2.18K - $2.42K
|
13.6K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-169- 1.31% |
$2.84K - $3.15K
|
12.8K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-212- 44.26% |
$3.56K - $3.95K
|
267
$4.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 1.19% |
$3.78K - $4.19K
|
18.7K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-270- 0.99% |
$4.53K - $5.03K
|
26.9K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-285- 14.0% |
$4.78K - $5.31K
|
1.75K
$30.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-289- 2.27% |
$4.85K - $5.38K
|
12.4K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-293- 12.21% |
$4.92K - $5.46K
|
2.11K
$36.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-346- 1.92% |
$5.81K - $6.45K
|
17.7K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-357- 2.49% |
$5.99K - $6.65K
|
14K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-371- 0.23% |
$6.23K - $6.91K
|
158K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-371- 8.61% |
$6.23K - $6.91K
|
3.94K
$68K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-374- 48.32% |
$6.28K - $6.97K
|
400
$6.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-376- 1.43% |
$6.31K - $7K
|
26K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-390- 1.39% |
$6.54K - $7.27K
|
27.7K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-425- 1.36% |
$7.13K - $7.92K
|
30.9K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-447- 3.45% |
$7.5K - $8.33K
|
12.5K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-470- 0.89% |
$7.89K - $8.76K
|
52.6K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-512- 0.2% |
$8.59K - $9.54K
|
254K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-530- 1.9% |
$8.89K - $9.87K
|
27.4K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-583- 50.56% |
$9.78K - $10.9K
|
570
$9.85K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.49% |
$10.1K - $11.2K
|
122K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 2.73% |
$10.1K - $11.2K
|
21.4K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-603- 1.72% |
$10.1K - $11.2K
|
34.5K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-667- 8.7% |
$11.2K - $12.4K
|
7K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-700- 42.84% |
$11.7K - $13K
|
934
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-734- 2.95% |
$12.3K - $13.7K
|
24.2K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-790- 14.48% |
$13.3K - $14.7K
|
4.67K
$80.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-821- 1.13% |
$13.8K - $15.3K
|
71.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-899- 19.57% |
$15.1K - $16.7K
|
3.7K
$63.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-922- 14.43% |
$15.5K - $17.2K
|
5.47K
$94.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-942- 4.21% |
$15.8K - $17.5K
|
21.4K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-962- 0.55% |
$16.1K - $17.9K
|
174K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-989- 5.11% |
$16.6K - $18.4K
|
18.4K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 2.52% |
$17.1K - $19K
|
39.6K
$684K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 2.84% |
$17.7K - $19.7K
|
36K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.08K- 2.05% |
$18K - $20K
|
51.2K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 4.35% |
$18.5K - $20.5K
|
24.2K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 5.43% |
$18.5K - $20.5K
|
19.2K
$332K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.12K- 8.15% |
$18.9K - $20.9K
|
12.7K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.14K- 1.16% |
$19.1K - $21.2K
|
97.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.32% |
$19.4K - $21.6K
|
25.6K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.19K- 3.7% |
$19.9K - $22.1K
|
30.9K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.23K- 1.83% |
$20.6K - $22.9K
|
65.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.34K- 2.02% |
$22.4K - $24.9K
|
64.9K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.57K- 2.84% |
$26.4K - $29.3K
|
53.8K
$930K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.57K- 2.55% |
$26.4K - $29.3K
|
60.1K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.6K- 11.09% |
$26.8K - $29.7K
|
12.8K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 13.25% |
$26.9K - $29.9K
|
10.5K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.74K- 2.06% |
$29.1K - $32.3K
|
82.4K
$1.42M
|