MOODY NATIONAL BANK TRUST DIVISION - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
MOODY NATIONAL BANK TRUST DIVISION ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2021$1,593,000
-9.8%
66,0850.0%0.02%
-36.1%
Q2 2021$1,766,000
+5.9%
66,0850.0%0.04%
-10.0%
Q1 2021$1,667,000
+44.7%
66,0850.0%0.04%
+33.3%
Q4 2020$1,152,000
+52.8%
66,0850.0%0.03%
+30.4%
Q3 2020$754,000
+6.0%
66,0850.0%0.02%
+4.5%
Q2 2020$711,000
+4640.0%
66,085
+8099.1%
0.02%
Q1 2019$15,000
+650.0%
806
+544.8%
0.00%
Q4 2018$2,000
-99.9%
125
-99.9%
0.00%
-100.0%
Q3 2018$2,844,000
+602.2%
124,275
+714.9%
0.07%
+278.9%
Q2 2018$405,000
-17.0%
15,2500.0%0.02%
-24.0%
Q1 2018$488,000
-14.1%
15,250
-1.8%
0.02%
-3.8%
Q4 2017$568,000
+4.4%
15,5250.0%0.03%
-3.7%
Q3 2017$544,000
-20.2%
15,525
-19.9%
0.03%
-20.6%
Q2 2017$682,000
+15.0%
19,3750.0%0.03%
+17.2%
Q1 2017$593,000
+0.9%
19,3750.0%0.03%
+3.6%
Q4 2016$588,000
-3.0%
19,3750.0%0.03%
-15.2%
Q3 2016$606,000
+14.8%
19,375
-6.3%
0.03%
+10.0%
Q2 2016$528,000
-17.0%
20,6750.0%0.03%
-26.8%
Q1 2016$636,000
-8.1%
20,6750.0%0.04%
-21.2%
Q4 2015$692,000
+7.1%
20,6750.0%0.05%
+6.1%
Q3 2015$646,000
-16.6%
20,6750.0%0.05%
-15.5%
Q2 2015$775,000
-5.5%
20,6750.0%0.06%
-7.9%
Q1 2015$820,000
+1.0%
20,675
+0.6%
0.06%
+16.7%
Q4 2014$812,000
-0.2%
20,550
-0.4%
0.05%
-3.6%
Q3 2014$814,000
+4.5%
20,6250.0%0.06%
+5.7%
Q2 2014$779,000
+2.0%
20,6250.0%0.05%
+1.9%
Q1 2014$764,000
+1.7%
20,6250.0%0.05%
+2.0%
Q4 2013$751,000
+13.8%
20,625
-0.2%
0.05%
-1.9%
Q3 2013$660,000
-2.5%
20,665
-2.9%
0.05%
-1.9%
Q2 2013$677,00021,2900.05%
Other shareholders
INVESCO LTD shareholders Q3 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders