IVZ Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.00%

Insider Buying (Last 12 Months): $13,307,647.20

Insider Selling (Last 12 Months): $76,615,950.96

Invesco Insider Trading History Chart

Invesco Share Price & Price History

^$15.90

▲ +0.11 (0.70%)

As of 06/7/2023 03:45 PM ET

Days: 30 | 90 | 365

The Safest Option in Trades!

From Tradewins | Ad

If you’re new to trading, then you’ve probably heard the wrong thing about options—that they’re risky, unpredictable, or difficult.

And it couldn’t be more wrong! With the Hughes Optioneering Strategy, you’ll soon learn that the safest option for new accounts is options themselves!

Click here now!

Invesco Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/30/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	786,378	$18.11	$14,241,305.58	45,419,188
1/27/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	2,367,477	$18.42	$43,608,926.34	46,205,566
1/24/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	1,011,084	$18.56	$18,765,719.04	50,947,062
6/13/2022	Mm Asset Management Holding Ll	Major Shareholder	Buy	827,590	$16.08	$13,307,647.20	80,504,729
5/10/2022	Terry Vacheron	CAO	Buy	4,000	$17.40	$69,600.00	10,696
4/4/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	250,062	$23.46	$5,866,454.52
4/1/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	1,474,538	$23.13	$34,106,063.94
3/30/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	1,500,000	$23.36	$35,040,000.00
3/28/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	756,419	$22.15	$16,754,680.85
3/25/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	720,080	$22.01	$15,848,960.80
3/23/2022	Trian Fund Management, L.P.	Major Shareholder	Buy	1,026,508	$21.52	$22,090,452.16
3/8/2022	Gregory McGreevey	Director	Sell	200,000	$19.60	$3,920,000.00
3/7/2022	Mutual Life Insu Massachusetts	Major Shareholder	Buy	1,378,433	$18.65	$25,707,775.45
3/4/2022	Mutual Life Insu Massachusetts	Major Shareholder	Buy	1,349,650	$19.01	$25,656,846.50
3/1/2022	Martin L Flanagan	CEO	Sell	189,708	$19.51	$3,701,203.08
11/4/2021	Colin Meadows	Director	Sell	47,210	$25.84	$1,219,906.40
9/13/2021	Andrew Tak Shing Lo	Director	Sell	150,000	$24.91	$3,736,500.00
5/11/2021	Andrew Tak Shing Lo	Director	Sell	300,000	$27.34	$8,202,000.00	375,605
5/7/2021	Colin Meadows	Director	Sell	170,488	$28.28	$4,821,400.64	183,147
3/12/2021	Gregory McGreevey	Director	Sell	200,000	$25.46	$5,092,000.00	381,941
3/12/2021	Gregory McGreevey	Director	Sell	200,000	$25.46	$5,092,000.00	381,941
9/2/2020	Sarah Beshar	Director	Buy	9,500	$10.54	$100,130.00	47,021
9/1/2020	Martin L Flanagan	CEO	Buy	290,300	$10.19	$2,958,157.00	510,261

The Safest Option in Trades!

From Tradewins | Ad

Click here now!

SEC Filings (Institutional Ownership Changes) for Invesco (NYSE:IVZ)

69.42% of Invesco stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Invesco Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/1/2023	Macquarie Group Ltd.	163,664	$2.68M	0.0%	+5.0%	0.036%
5/26/2023	ProShare Advisors LLC	111,883	$1.84M	0.0%	+25.2%	0.024%
5/25/2023	Brandywine Global Investment Management LLC	419,387	$6.88M	0.1%	-1.3%	0.092%
5/23/2023	Old North State Trust LLC	745	$48K	0.0%	-71.7%	0.000%
5/23/2023	Toroso Investments LLC	10,334	$0.17M	0.0%	N/A	0.002%
5/22/2023	Ameriprise Financial Inc.	2,233,875	$36.64M	0.0%	+265.7%	0.488%
5/18/2023	JPMorgan Chase & Co.	995,714	$16.33M	0.0%	-50.7%	0.217%
5/17/2023	Advisory Services Network LLC	4,323	$71K	0.0%	+22.8%	0.001%
5/17/2023	Chevy Chase Trust Holdings LLC	264,295	$4.33M	0.0%	+1.0%	0.058%
5/17/2023	Thrivent Financial for Lutherans	187,116	$3.07M	0.0%	+40.9%	0.041%
5/16/2023	Mercer Global Advisors Inc. ADV	40,070	$0.66M	0.0%	-12.4%	0.009%
5/16/2023	Hudson Bay Capital Management LP	350,000	$5.74M	0.0%	N/A	0.076%
5/16/2023	State Street Corp	24,311,748	$398.71M	0.0%	-4.2%	5.306%
5/16/2023	Squarepoint Ops LLC	904,404	$14.83M	0.1%	-6.2%	0.197%
5/16/2023	First Trust Advisors LP	1,498,221	$24.57M	0.0%	-6.8%	0.329%
5/16/2023	Geode Capital Management LLC	9,349,841	$153.04M	0.0%	+1.6%	2.056%
5/16/2023	AQR Capital Management LLC	2,276,856	$36.82M	0.1%	+76.0%	0.501%
5/16/2023	Alyeska Investment Group L.P.	1,757,800	$28.83M	0.3%	N/A	0.387%
5/16/2023	Brookfield Corp ON	463,958	$7.61M	0.0%	+49.7%	0.101%
5/16/2023	Belpointe Asset Management LLC	4,469	$73K	0.0%	-40.4%	0.001%
5/15/2023	Schonfeld Strategic Advisors LLC	358,812	$5.89M	0.1%	-61.9%	0.079%
5/15/2023	Cubist Systematic Strategies LLC	105,550	$1.73M	0.0%	N/A	0.023%
5/15/2023	Meeder Advisory Services Inc.	13,270	$0.22M	0.0%	-11.8%	0.003%
5/15/2023	Point72 Europe London LLP	307,400	$5.04M	1.1%	N/A	0.068%
5/15/2023	Public Employees Retirement System of Ohio	208,588	$3.42M	0.0%	-4.5%	0.046%
5/15/2023	Palouse Capital Management Inc.	187,305	$3.07M	2.1%	-20.1%	0.041%
5/15/2023	Maverick Capital Ltd.	75,524	$1.24M	0.0%	N/A	0.017%
5/15/2023	Gotham Asset Management LLC	74,182	$1.22M	0.0%	+43.9%	0.016%
5/15/2023	Two Sigma Advisers LP	1,770,300	$29.03M	0.1%	-23.5%	0.389%
5/15/2023	Advisor Partners II LLC	42,534	$0.70M	0.0%	-2.5%	0.009%
5/15/2023	Deutsche Bank AG	1,557,387	$25.54M	0.0%	-0.4%	0.342%
5/15/2023	Ensign Peak Advisors Inc	111,980	$1.84M	0.0%	+17.4%	0.025%
5/15/2023	Price T Rowe Associates Inc. MD	1,403,323	$23.02M	0.0%	-54.4%	0.309%
5/15/2023	Macquarie Group Ltd.	163,664	$2.68M	0.0%	+5.0%	0.036%
5/15/2023	Nissay Asset Management Corp Japan ADV	37,637	$0.62M	0.0%	-1.8%	0.008%
5/15/2023	Ossiam	659,432	$10.82M	0.2%	+3,479.4%	0.145%
5/15/2023	Pzena Investment Management LLC	2,674,362	$43.86M	0.2%	+1.4%	0.588%
5/15/2023	Quinn Opportunity Partners LLC	181,731	$2.98M	0.3%	-9.9%	0.040%
5/15/2023	Valueworks LLC	252,164	$4.14M	1.6%	-0.7%	0.055%
5/15/2023	XTX Topco Ltd	11,813	$0.19M	0.0%	N/A	0.003%
5/12/2023	Renaissance Technologies LLC	1,214,800	$19.92M	0.0%	+79.4%	0.267%
5/12/2023	1832 Asset Management L.P.	46,749	$0.77M	0.0%	+30.1%	0.010%
5/12/2023	State of Tennessee Treasury Department	71,679	$1.18M	0.0%	+3.4%	0.016%
5/12/2023	Stifel Financial Corp	134,058	$2.20M	0.0%	+1.3%	0.029%
5/12/2023	Candriam S.C.A.	88,355	$1.33M	0.0%	N/A	0.019%
5/12/2023	Great West Life Assurance Co. Can	269,849	$4.43M	0.0%	-3.5%	0.059%
5/12/2023	BlackRock Inc.	47,752,801	$783.15M	0.0%	+5.6%	10.501%
5/12/2023	BNP Paribas Arbitrage SNC	407,366	$6.68M	0.0%	-31.7%	0.090%
5/12/2023	Prudential Financial Inc.	843,832	$13.84M	0.0%	+107.4%	0.186%
5/12/2023	CIBC Asset Management Inc	62,707	$1.03M	0.0%	+1.6%	0.014%
5/12/2023	Franklin Resources Inc.	48,215	$0.79M	0.0%	+8.3%	0.011%
5/12/2023	Stonebridge Capital Advisors LLC	83,593	$1.37M	0.2%	-6.3%	0.018%
5/12/2023	HRT Financial LP	38,830	$0.64M	0.0%	N/A	0.009%
5/12/2023	Brandywine Global Investment Management LLC	419,387	$6.88M	0.1%	-1.3%	0.092%
5/12/2023	Norinchukin Bank The	22,525	$0.37M	0.0%	+3.0%	0.005%
5/12/2023	UBS Group AG	1,351,859	$22.17M	0.0%	+1.3%	0.297%
5/12/2023	Grantham Mayo Van Otterloo & Co. LLC	1,035,344	$16.98M	0.1%	-25.0%	0.228%
5/12/2023	Public Sector Pension Investment Board	91,759	$1.51M	0.0%	-1.3%	0.020%
5/12/2023	Prudential PLC	30,664	$0.50M	0.0%	+4.0%	0.007%
5/12/2023	Elo Mutual Pension Insurance Co	27,361	$0.45M	0.0%	+5.6%	0.006%
5/12/2023	Sei Investments Co.	229,141	$3.77M	0.0%	+1,217.4%	0.050%
5/12/2023	Ethic Inc.	43,115	$0.71M	0.0%	+12.1%	0.009%
5/12/2023	Dark Forest Capital Management LP	6,671	$0.11M	0.0%	N/A	0.001%
5/12/2023	Dimensional Fund Advisors LP	9,391,387	$154.02M	0.1%	+3.9%	2.065%
5/12/2023	Aviva PLC	277,908	$4.56M	0.0%	-22.3%	0.061%
5/12/2023	Blair William & Co. IL	20,122	$0.33M	0.0%	-68.1%	0.004%
5/12/2023	Panagora Asset Management Inc.	22,771	$0.37M	0.0%	-37.8%	0.005%
5/12/2023	Korea Investment CORP	106,135	$1.74M	0.0%	-22.5%	0.023%
5/12/2023	Rathbones Group PLC	16,840	$0.28M	0.0%	-4.0%	0.004%
5/12/2023	First Republic Investment Management Inc.	106,035	$1.74M	0.0%	-13.3%	0.023%
5/12/2023	Charles Schwab Investment Management Inc.	3,841,345	$63M	0.0%	+1.4%	0.845%
5/12/2023	HighTower Advisors LLC	53,665	$0.87M	0.0%	+3.2%	0.012%
5/12/2023	CIBC Private Wealth Group LLC	32,548	$6.42M	0.0%	-54.4%	0.007%
5/12/2023	Perennial Investment Advisors LLC	12,258	$0.20M	0.0%	N/A	0.003%
5/11/2023	Nomura Asset Management Co. Ltd.	98,449	$1.62M	0.0%	+6.2%	0.022%
5/11/2023	Cibc World Markets Corp	59,744	$0.98M	0.0%	-60.2%	0.013%
5/11/2023	Toronto Dominion Bank	429,577	$7.04M	0.0%	-18.4%	0.094%
5/11/2023	Letko Brosseau & Associates Inc.	1,743,913	$28.60M	0.5%	-0.6%	0.383%
5/11/2023	Balentine LLC	18,125	$0.30M	0.0%	-47.1%	0.004%
5/11/2023	M&T Bank Corp	16,032	$0.26M	0.0%	+5.1%	0.004%
5/11/2023	Cambridge Investment Research Advisors Inc.	207,641	$3.41M	0.0%	+473.5%	0.046%
5/11/2023	Paralel Advisors LLC	78,895	$1.29M	0.1%	+2.7%	0.017%
5/11/2023	FMR LLC	4,316,437	$70.79M	0.0%	+0.8%	0.949%
5/11/2023	Cerity Partners LLC	7,069	$0.67M	0.0%	N/A	0.002%
5/11/2023	Natixis Advisors L.P.	20,519	$0.34M	0.0%	-45.3%	0.005%
5/11/2023	American Century Companies Inc.	1,525,051	$24.88M	0.0%	+10.4%	0.335%
5/11/2023	Envestnet Asset Management Inc.	178,487	$2.71M	0.0%	+24.1%	0.039%
5/11/2023	Optiver Holding B.V.	3,294	$54K	0.0%	N/A	0.001%
5/11/2023	Greenleaf Trust	10,623	$0.17M	0.0%	N/A	0.002%
5/11/2023	Rhumbline Advisers	761,704	$12.49M	0.0%	+0.9%	0.167%
5/11/2023	Commonwealth Equity Services LLC	178,373	$2.93M	0.0%	+3.9%	0.039%
5/11/2023	Citigroup Inc.	562,099	$9.22M	0.0%	-7.3%	0.124%
5/11/2023	Highland Capital Management LLC	51,153	$0.84M	0.1%	-2.2%	0.011%
5/11/2023	Scotia Capital Inc.	150,095	$2.46M	0.0%	-1.6%	0.033%
5/11/2023	Aviance Capital Partners LLC	68,433	$1.12M	0.2%	-3.2%	0.015%
5/11/2023	Guggenheim Capital LLC	104,136	$1.71M	0.0%	-52.7%	0.023%
5/10/2023	Intech Investment Management LLC	553,423	$9.08M	0.1%	-27.9%	0.122%
5/10/2023	Oppenheimer Asset Management Inc.	19,999	$0.33M	0.0%	-8.4%	0.004%
5/10/2023	Private Advisor Group LLC	32,595	$0.54M	0.0%	N/A	0.007%
5/10/2023	Vanguard Personalized Indexing Management LLC	29,048	$0.48M	0.0%	-7.8%	0.006%

Data available starting January 2016

Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Today's Range

Now: $15.90

$15.83

$16.03

50 Day Range

MA: $15.97

$14.38

$17.47

52 Week Range

Now: $15.90

$13.20

$20.56

Volume

3,690,738 shs

Average Volume

4,953,794 shs

Market Capitalization

$7.28 billion

P/E Ratio

11.52

Dividend Yield

5.20%

Beta

1.35

Who are the company insiders with the largest holdings of Invesco?: Invesco's top insider shareholders include:
Mm Asset Management Holding Ll (Major Shareholder)
Trian Fund Management, LP (Major Shareholder)
Terry Vacheron (CAO)
Andrew Tak Shing Lo (Director)
Colin Meadows (Director)
Gregory Mcgreevey (Director)
Martin L Flanagan (CEO)
Mutual Life Insu Massachusetts (Major Shareholder)
Learn More about top insider investors at Invesco.
Who are the major institutional investors of Invesco?: Invesco's top institutional investors include:
BlackRock Inc. — 10.50%
State Street Corp — 5.31%
Dimensional Fund Advisors LP — 2.07%
Geode Capital Management LLC — 2.06%
FMR LLC — 0.95%
Charles Schwab Investment Management Inc. — 0.84%
Learn More about top institutional investors of Invesco stock.
Which major investors are selling Invesco stock?: Within the last quarter, IVZ stock was sold by these institutional investors:
Price T Rowe Associates Inc. MD
State Street Corp
JPMorgan Chase & Co.
Schonfeld Strategic Advisors LLC
Two Sigma Advisers LP
Sumitomo Mitsui Trust Holdings Inc.
Grantham Mayo Van Otterloo & Co. LLC
Intech Investment Management LLC
Which major investors are buying Invesco stock?: During the previous quarter, IVZ stock was purchased by institutional investors including:
BlackRock Inc.
Alyeska Investment Group L.P.
Ameriprise Financial Inc.
AQR Capital Management LLC
Ossiam
Renaissance Technologies LLC
Pacer Advisors Inc.
Prudential Financial Inc.
In the previous year, these company insiders have bought Invesco stock:
Mm Asset Management Holding Ll (Major Shareholder)
Trian Fund Management, LP (Major Shareholder)
Terry Vacheron (CAO)
Andrew Tak Shing Lo (Director)
Learn More investors buying Invesco stock.