Invesco Ltd. (IVZ)
Largest Insider Buys in Sector
IVZ Stock Price History Chart
IVZ Stock Performance
About Invesco Ltd.
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Insider Activity of Invesco Ltd.
Over the last 12 months, insiders at Invesco Ltd. have bought $27.5M and sold $0 worth of Invesco Ltd. stock.
On average, over the past 5 years, insiders at Invesco Ltd. have bought $45.39M and sold $82.17M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Invesco Realty, Inc. (10 percent owner) — $27.5M.
The last purchase of 398,150 shares for transaction amount of $10M was made by Invesco Realty, Inc. (10 percent owner) on 2023‑10‑02.
List of Insider Buy and Sell Transactions, Invesco Ltd.
| 2023-10-02 | Invesco Realty, Inc. | 10 percent owner | 398,150.2 0.1569% | $25.12 | $10M | +8.44% | ||
| 2023-09-05 | Invesco Realty, Inc. | 10 percent owner | 700,000 0.2484% | $25.00 | $17.5M | -1.88% | ||
| 2023-03-01 | Sale | FLANAGAN MARTIN L | President & CEO | 232,413 0.0504% | $17.43 | $4.05M | -8.74% | |
| 2023-01-30 | Sale | TRIAN FUND MANAGEMENT, L.P. | 10 percent owner | 786,378 0.172% | $18.11 | $14.24M | -9.50% | |
| 2023-01-27 | Sale | TRIAN FUND MANAGEMENT, L.P. | 10 percent owner | 2.37M 0.5202% | $18.42 | $43.61M | -10.59% | |
| 2023-01-25 | Sale | TRIAN FUND MANAGEMENT, L.P. | director | 2.37M 0.5212% | $18.10 | $42.97M | -9.10% | |
| 2023-01-24 | Sale | TRIAN FUND MANAGEMENT, L.P. | director | 1.01M 0.2212% | $18.56 | $18.77M | -11.65% | |
| 2023-01-23 | Sale | TRIAN FUND MANAGEMENT, L.P. | director | 3.79M 0.832% | $19.02 | $72.03M | -13.41% | |
| 2022-06-13 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 827,590 0.1844% | $16.21 | $13.41M | +7.69% | |||
| 2022-05-10 | Vacheron Terry | Chief Accounting Officer | 4,000 0.0009% | $17.40 | $69,600 | +0.06% | ||
| 2022-03-31 | TRIAN FUND MANAGEMENT, L.P. | 250,062 0.0557% | $23.46 | $5.87M | -20.73% | |||
| 2022-03-28 | TRIAN FUND MANAGEMENT, L.P. | 1.5M 0.3406% | $23.36 | $35.04M | -18.26% | |||
| 2022-03-23 | TRIAN FUND MANAGEMENT, L.P. | 682,437 0.1504% | $21.77 | $14.86M | -14.59% | |||
| 2022-03-08 | Sale | McGreevey Gregory | Senior Managing Director | 200,000 0.044% | $19.60 | $3.92M | -4.00% | |
| 2022-03-08 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1.38M 0.3018% | $19.49 | $26.86M | -4.00% | |||
| 2022-03-07 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1.38M 0.3001% | $18.65 | $25.7M | -0.00% | |||
| 2022-03-04 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1.35M 0.2946% | $19.01 | $25.65M | -1.57% | |||
| 2022-03-01 | Sale | FLANAGAN MARTIN L | President & CEO | 189,708 0.0409% | $19.51 | $3.7M | -5.19% | |
| 2021-11-04 | Sale | Meadows Colin | Senior Managing Director | 47,210 0.0102% | $25.84 | $1.22M | -24.72% | |
| 2021-11-01 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 7,582 0.0016% | $26.15 | $198,269 | -26.16% |
Insider Historical Profitability
| Invesco Realty, Inc. | 10 percent owner | 1052487 0.2341% | $14.98 | 2 | 0 | |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81332319 18.0918% | $14.98 | 5 | 0 | <0.0001% | |
| TRIAN FUND MANAGEMENT, L.P. | 10 percent owner | 45419188 10.1032% | $14.98 | 3 | 5 | <0.0001% |
| Kelley Karen Dunn | Senior Managing Director | 721989 0.1606% | $14.98 | 0 | 3 | |
| CAROME KEVIN M | SMD and General Counsel | 465859 0.1036% | $14.98 | 0 | 3 | |
| FLANAGAN MARTIN L | President & CEO | 452584 0.1007% | $14.98 | 5 | 10 | +49.16% |
| Armour Gregory Mark | SMD | 383018 0.0852% | $14.98 | 0 | 7 | |
| STARR LOREN M | SMD & CFO | 338841 0.0754% | $14.98 | 2 | 1 | +10.55% |
| McGreevey Gregory | Senior Managing Director | 260403 0.0579% | $14.98 | 0 | 2 | |
| Lo Andrew Tak Shing | Senior Managing Director | 225605 0.0502% | $14.98 | 0 | 7 | |
| Taylor Philip | Senior Managing Director | 146222 0.0325% | $14.98 | 0 | 8 | |
| HARTLEY DAVID | Chief Accounting Officer | 139434 0.031% | $14.98 | 0 | 4 | |
| Meadows Colin | Senior Managing Director | 135937 0.0302% | $14.98 | 0 | 14 | |
| CANION ROD | director | 106116 0.0236% | $14.98 | 4 | 0 | <0.0001% |
| Ellis Roderick G.H. | Chief Accounting Officer | 62339 0.0139% | $14.98 | 0 | 6 | |
| ADAMS REX D | director | 57987 0.0129% | $14.98 | 3 | 0 | +7.62% |
| Lege Annette | Chief Accounting Officer | 57833 0.0129% | $14.98 | 0 | 1 | |
| HENRIKSON C ROBERT | director | 55334 0.0123% | $14.98 | 1 | 0 | +81.04% |
| Johnson Ben F. III | director | 54618 0.0121% | $14.98 | 2 | 0 | <0.0001% |
| WOOD PHOEBE A | director | 47759 0.0106% | $14.98 | 0 | 1 | |
| Beshar Sarah | director | 47021 0.0105% | $14.98 | 3 | 0 | +34.15% |
| LAWRENCE EDWARD P | director | 33848 0.0075% | $14.98 | 0 | 4 | |
| Banham John Michael Middlecott | director | 18390 0.0041% | $14.98 | 0 | 3 | |
| Sharp Douglas J | Senior Managing Director | 17468 0.0039% | $14.98 | 0 | 1 | |
| WAGONER G RICHARD JR | director | 15000 0.0033% | $14.98 | 2 | 0 | <0.0001% |
| Vacheron Terry | Chief Accounting Officer | 10696 0.0024% | $14.98 | 1 | 0 | +0.06% |
| PRESBY J THOMAS | director | 871 0.0002% | $14.98 | 0 | 3 |
Institutional Investor Ownership
| BlackRock | $901.65M | 12.08 | 54.35M | +17.39% | +$133.54M | 0.02 | |
| The Vanguard Group | $853.7M | 11.44 | 51.46M | +<0.01% | +$67,604.25 | 0.02 | |
| Trian Fund Management, L.P. | $563.07M | 7.55 | 33.94M | 0% | +$0 | 7.38 | |
| State Street | $362.59M | 4.86 | 21.86M | +3.57% | +$12.5M | 0.02 | |
| Dimensional Fund Advisors | $244.46M | 3.28 | 14.74M | +6.79% | +$15.55M | 0.07 | |
| Geode Capital Management | $164.85M | 2.21 | 9.95M | +2.03% | +$3.28M | 0.02 | |
| Morgan Stanley | $101.6M | 1.36 | 6.12M | +23.67% | +$19.45M | 0.01 | |
| Northern Trust | $84.04M | 1.13 | 5.07M | -10.85% | -$10.23M | 0.01 | |
| Fisher Asset Management Llc | $69.23M | 0.93 | 4.17M | +6.42% | +$4.17M | 0.03 | |
| Charles Schwab | $68.6M | 0.92 | 4.13M | +2.48% | +$1.66M | 0.02 | |
| Voloridge Investment Management, LLC | $51.62M | 0.69 | 3.11M | +356.47% | +$40.31M | 0.12 | |
| Two Sigma Advisers LP | $51.11M | 0.69 | 3.08M | +105.5% | +$26.24M | 0.09 | |
| Goldman Sachs | $46.53M | 0.62 | 2.8M | -15.54% | -$8.56M | 0.01 | |
| AllianceBernstein | $41.2M | 0.55 | 2.48M | +332.81% | +$31.68M | 0.02 | |
| BNY Mellon | $40.8M | 0.55 | 2.46M | -5.05% | -$2.17M | 0.01 | |
| Amundi | $35.95M | 0.52 | 2.35M | +39.5% | +$10.18M | 0.02 | |
| Millennium Management LLC | $38.9M | 0.52 | 2.35M | -12.4% | -$5.51M | 0.03 | |
| Two Sigma | $38.19M | 0.51 | 2.3M | +69.87% | +$15.71M | 0.07 | |
| Bank of America | $35.49M | 0.48 | 2.14M | +210.58% | +$24.06M | <0.01 | |
| Barclays | $34.04M | 0.46 | 2.05M | -20.1% | -$8.56M | 0.02 | |
| AQR Capital | $32.96M | 0.44 | 1.99M | +3.69% | +$1.17M | 0.06 | |
| American Century Investments | $28.77M | 0.39 | 1.73M | +8.99% | +$2.37M | 0.02 | |
| Letko Brosseau | $27.45M | 0.37 | 1.65M | -0.89% | -$245,532.00 | 0.48 | |
| HSBC | $25.84M | 0.35 | 1.56M | +67.62% | +$10.43M | 0.02 | |
| T. Rowe Price | $24.84M | 0.33 | 1.5M | +4.05% | +$967,768.82 | <0.01 | |
| UBS | $23.13M | 0.31 | 1.39M | -17.53% | -$4.92M | 0.01 | |
| Massachusetts Financial Services Co Ma | $21.93M | 0.29 | 1.32M | -48.06% | -$20.29M | 0.01 | |
| Tudor Investment Corp Et Al | $20.02M | 0.27 | 1.21M | +6,861.63% | +$19.74M | 0.24 | |
| Voya Investment Management | $18.49M | 0.25 | 1.11M | -0.53% | -$98,196.21 | 0.06 | |
| Macquarie Group | $18.32M | 0.25 | 1.1M | +25,581.07% | +$18.25M | 0.02 | |
| Deutsche Bank | $18.15M | 0.24 | 1.09M | -0.37% | -$66,608.85 | 0.01 | |
| Nuveen | $18.04M | 0.24 | 1.09M | -0.32% | -$57,019.83 | 0.01 | |
| Connor Clark & Lunn Investment Management Ltd | $17.91M | 0.24 | 1.08M | +0.45% | +$80,793.30 | 0.04 | |
| First Trust | $16.89M | 0.23 | 1.02M | -14.28% | -$2.81M | 0.02 | |
| Citadel Advisors LLC | $16.76M | 0.23 | 1.01M | -81.14% | -$72.1M | 0.01 | |
| JPMorgan Chase | $16.74M | 0.22 | 1.01M | -6.51% | -$1.17M | <0.01 | |
| D. E. Shaw & Co. | $16.36M | 0.22 | 985,979 | +63.85% | +$6.37M | 0.02 | |
| Qube Research & Technologies | $16.23M | 0.22 | 978,238 | New | +$16.23M | 0.02 | |
| Royal Bank of Canada | $16.14M | 0.22 | 972,915 | -4.42% | -$746,967.39 | <0.01 | |
| Renaissance Technologies | $14.88M | 0.2 | 897,100 | +590.61% | +$12.73M | 0.02 | |
| Squarepoint Ops LLC | $14.44M | 0.19 | 870,414 | -54.64% | -$17.39M | 0.06 | |
| AXA | $12.46M | 0.17 | 750,920 | -39.16% | -$8.02M | 0.04 | |
| RhumbLine Advisers | $11.65M | 0.16 | 702,200 | -5.85% | -$723,949.76 | 0.01 | |
| Legal & General | $11.59M | 0.16 | 698,617 | +4.67% | +$517,226.38 | <0.01 | |
| Ossiam | $11.28M | 0.15 | 680,157 | +2,712.89% | +$10.88M | 0.2 | |
| Swiss National Bank | $11.04M | 0.15 | 665,700 | +0.39% | +$43,134.00 | 0.01 | |
| Ubs Asset Management Americas Inc | $10.79M | 0.15 | 650,661 | -1.09% | -$118,585.32 | <0.01 | |
| Scotiabank | $10.5M | 0.14 | 632,820 | -9.46% | -$1.1M | 0.02 | |
| Channing Capital Management | $10.49M | 0.14 | 632,114 | +33% | +$2.6M | 0.28 | |
| CalPERS | $10.51M | 0.14 | 633,796 | -1.11% | -$117,921.72 | 0.01 |