IVZ Stock Ownership Activity

INVESCO LTD 13F holders

2 value investing gurus have made changes to the INVESCO LTD (IVZ) position according to the gurus' latest SEC quarterly report(s). IVZ has been bought (as a new position) by 1 guru(s), the number of IVZ shares has been decreased by 1 super investor(s).

Which gurus or hedge funds are buying IVZ now?

According to the latest SEC filing(s) INVESCO LTD (IVZ) has been bought by Nathaniel Simons - Meritage Group (new buy).

To see more about who is investing in INVESCO LTD (IVZ), please go to the IVZ ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q1 (1 result)
Robert Olstein
Olstein Capital Management
-3.38%
-18,000
-0.05%
1.40%
Current price: $14.95 9.89% Reported price*: $16.59
2023 Q4 (2 results)
Nathaniel Simons
Meritage Group
buy
+11,238
+0.00%
0.00%
Robert Olstein
Olstein Capital Management
-14.59%
-53,721
-0.27%
0.95%
Current price: $14.95 16.10% AVG reported price*: $17.82
2023 Q3 (1 result)
Robert Olstein
Olstein Capital Management
-1.58%
-10,000
-0.02%
1.55%
Current price: $14.95 2.97% Reported price*: $14.52
2023 Q2 (1 result)
Robert Olstein
Olstein Capital Management
+12.01%
+68,000
+0.18%
1.72%
Current price: $14.95 11.07% Reported price*: $16.81
2023 Q1 (2 results)
Robert Olstein
Olstein Capital Management
-8.74%
-54,200
-0.14%
1.45%
Nelson Peltz
Trian Fund Management
-39.13%
-21,818,538
-9.54%
14.84%
Current price: $14.95 8.84% AVG reported price*: $16.40
2022 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-8.42%
-45,600
-0.16%
1.40%
Current price: $14.95 16.90% Reported price*: $17.99
2022 Q2 (2 results)
Nelson Peltz
Trian Fund Management
+3.19%
+1,017,514
+0.61%
11.66%
Robert Olstein
Olstein Capital Management
-10.89%
-82,800
-0.20%
1.64%
Current price: $14.95 7.31% AVG reported price*: $16.13
2022 Q1 (2 results)
Nelson Peltz
Trian Fund Management
+18.82%
+5,606,914
+3.73%
15.41%
Robert Olstein
Olstein Capital Management
+1.75%
+13,100
+0.04%
2.20%
Current price: $14.95 39.05% AVG reported price*: $24.53
2021 Q4 (3 results)
Nelson Peltz
Trian Fund Management
+23.72%
+8,718,084
+3.04%
15.85%
Robert Olstein
Olstein Capital Management
+10.73%
+68,418
+0.20%
1.94%
Nathaniel Simons
Meritage Group
-100.00%
-8,120
-0.00%
0.00%
Current price: $14.95 39.01% AVG reported price*: $24.51
2021 Q3 (2 results)
Nathaniel Simons
Meritage Group
buy
+8,120
+0.00%
0.00%
Robert Olstein
Olstein Capital Management
+7.56%
+47,416
+0.14%
1.99%
Current price: $14.95 37.94% AVG reported price*: $24.09
2021 Q2 (2 results)
Nelson Peltz
Trian Fund Management
+0.04%
+14,236
+0.00%
11.17%
Robert Olstein
Olstein Capital Management
-1.18%
-7,500
-0.03%
2.11%
Current price: $14.95 43.30% AVG reported price*: $26.37
2021 Q1 (2 results)
Nelson Peltz
Trian Fund Management
+0.01%
+2,196
+0.00%
11.30%
Robert Olstein
Olstein Capital Management
-27.35%
-238,916
-0.84%
2.24%
Current price: $14.95 41.62% AVG reported price*: $25.61
2020 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-17.83%
-189,500
-0.53%
2.43%
Current price: $14.95 14.23% Reported price*: $17.43
2020 Q3 (1 result)
Nelson Peltz
Trian Fund Management
+66.79%
+14,712,352
+2.77%
6.93%
Current price: $14.95 31.03% Reported price*: $11.41
2020 Q2 (2 results)
Nelson Peltz
Trian Fund Management
buy
+20,705,371
+4.29%
4.03%
Robert Olstein
Olstein Capital Management
+59.66%
+397,200
+0.80%
2.14%
Current price: $14.95 38.94% AVG reported price*: $10.76
2020 Q1 (1 result)
Robert Olstein
Olstein Capital Management
+88.61%
+165,784
+0.62%
0.70%
Current price: $14.95 64.66% Reported price*: $9.08
2019 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-34.63%
-187,000
-0.52%
0.98%
Current price: $14.95 16.85% Reported price*: $17.98
2019 Q3 (1 result)
Robert Olstein
Olstein Capital Management
+30.12%
+78,125
+0.33%
0.89%
Current price: $14.95 11.75% Reported price*: $16.94
2019 Q2 (1 result)
Robert Olstein
Olstein Capital Management
-10.17%
-47,000
-0.16%
1.38%
Current price: $14.95 26.93% Reported price*: $20.46
2019 Q1 (1 result)
Robert Olstein
Olstein Capital Management
-1.70%
-5,880
-0.03%
1.08%
Current price: $14.95 22.58% Reported price*: $19.31
2018 Q4 (1 result)
Robert Olstein
Olstein Capital Management
+8.80%
+30,020
+0.10%
1.01%
Current price: $14.95 10.70% Reported price*: $16.74
2018 Q3 (1 result)
Robert Olstein
Olstein Capital Management
+8.82%
+30,100
+0.11%
1.14%
Current price: $14.95 34.66% Reported price*: $22.88
2018 Q2 (1 result)
Robert Olstein
Olstein Capital Management
+21.78%
+71,000
+0.25%
1.40%
Current price: $14.95 43.71% Reported price*: $26.56
2018 Q1 (1 result)
Robert Olstein
Olstein Capital Management
+17.77%
+26,076
+0.20%
0.70%
Current price: $14.95 53.29% Reported price*: $32.01
2017 Q4 (2 results)
Robert Olstein
Olstein Capital Management
-10.42%
-32,200
-0.15%
1.29%
Harry Burn
Sound Shore Management
-100.00%
-2,655,103
-1.42%
0.00%
Current price: $14.95 59.08% AVG reported price*: $36.54
2017 Q3 (2 results)
Robert Olstein
Olstein Capital Management
+3.48%
+10,400
+0.05%
1.40%
Harry Burn
Sound Shore Management
-39.80%
-1,755,500
-1.00%
0.00%
Current price: $14.95 57.33% AVG reported price*: $35.04
2017 Q2 (2 results)
Robert Olstein
Olstein Capital Management
-6.81%
-21,832
-0.10%
1.33%
Harry Burn
Sound Shore Management
-14.28%
-734,480
-0.42%
2.54%
Current price: $14.95 57.52% AVG reported price*: $35.19
2017 Q1 (2 results)
Harry Burn
Sound Shore Management
+14.80%
+663,336
+0.34%
2.62%
Robert Olstein
Olstein Capital Management
-13.26%
-38,220
-0.19%
0.98%
Current price: $14.95 51.19% AVG reported price*: $30.63
2016 Q4 (2 results)
Harry Burn
Sound Shore Management
+18.32%
+693,945
+0.36%
2.34%
Robert Olstein
Olstein Capital Management
-8.43%
-28,390
-0.13%
1.21%
Current price: $14.95 50.73% AVG reported price*: $30.34
2016 Q3 (2 results)
Robert Olstein
Olstein Capital Management
-9.14%
-40,568
-0.17%
1.66%
Harry Burn
Sound Shore Management
-21.09%
-1,012,417
-0.56%
2.11%
Current price: $14.95 52.19% AVG reported price*: $31.27
2016 Q2 (2 results)
Robert Olstein
Olstein Capital Management
+19.68%
+73,000
+0.25%
1.53%
Harry Burn
Sound Shore Management
-1.46%
-71,214
-0.03%
2.25%
Current price: $14.95 41.47% AVG reported price*: $25.54
2016 Q1 (2 results)
Robert Olstein
Olstein Capital Management
+9.44%
+28,160
+0.13%
1.34%
Harry Burn
Sound Shore Management
+4.14%
+193,876
+0.11%
2.73%
Current price: $14.95 51.41% AVG reported price*: $30.77
50 of 68

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.