A detailed history of Nat Simons (Meritage Group LP) transactions in Invesco Ltd. stock. As of the latest transaction made, Meritage Group LP holds 10,601 shares of IVZ stock, worth $181,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,601
Previous 11,238 5.67%
Holding current value
$181,383
Previous $200,000 12.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$15.09 - $18.22 $9,612 - $11,606
-637 Reduced 5.67%
10,601 $176,000
Q4 2023

Feb 12, 2024

BUY
$12.52 - $18.07 $140,699 - $203,070
11,238 New
11,238 $200,000
Q4 2021

Feb 11, 2022

SELL
$21.76 - $26.53 $188,985 - $230,413
-8,685 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$23.42 - $26.95 $203,402 - $234,060
8,685 New
8,685 $209,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.78B
  • Description
  • 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 equit...
More about IVZ
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