Janney Montgomery Scott LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
Janney Montgomery Scott LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$172
-44.2%
11,853
-35.3%
0.00%0.0%
Q2 2023$308
-12.7%
18,332
-14.8%
0.00%0.0%
Q1 2023$353
-8.8%
21,512
+0.1%
0.00%
-50.0%
Q4 2022$387
-99.9%
21,486
-51.6%
0.00%
-33.3%
Q3 2022$608,000
-12.8%
44,405
+9.0%
0.00%0.0%
Q2 2022$697,000
-29.6%
40,738
-5.1%
0.00%
-25.0%
Q1 2022$990,000
-11.4%
42,945
-11.6%
0.00%0.0%
Q4 2021$1,118,000
-45.8%
48,575
-43.2%
0.00%
-55.6%
Q3 2021$2,062,000
-9.4%
85,537
+0.4%
0.01%
-10.0%
Q2 2021$2,276,000
+3.7%
85,163
-2.1%
0.01%
-9.1%
Q1 2021$2,195,000
+80.5%
87,017
+24.7%
0.01%
+83.3%
Q4 2020$1,216,000
+186.1%
69,766
+87.5%
0.01%
+200.0%
Q3 2020$425,000
+4.7%
37,209
-1.5%
0.00%
-33.3%
Q2 2020$406,000
-27.5%
37,774
-38.7%
0.00%
-25.0%
Q1 2020$560,000
-32.3%
61,656
+34.0%
0.00%
-20.0%
Q4 2019$827,000
+55.5%
46,018
+46.6%
0.01%
+25.0%
Q3 2019$532,000
-4.8%
31,399
+14.8%
0.00%0.0%
Q2 2019$559,000
-28.2%
27,344
-32.2%
0.00%
-33.3%
Q1 2019$779,000
+35.5%
40,338
+17.5%
0.01%0.0%
Q4 2018$575,000
-79.0%
34,339
-71.3%
0.01%
-75.0%
Q3 2018$2,740,000
-15.2%
119,764
-1.5%
0.02%
-22.6%
Q2 2018$3,230,000
-36.3%
121,622
-23.2%
0.03%
-39.2%
Q1 2018$5,071,000
-13.0%
158,421
-0.7%
0.05%
-16.4%
Q4 2017$5,830,000
+22.6%
159,564
+17.6%
0.06%
+13.0%
Q3 2017$4,756,000
+39.3%
135,726
+40.0%
0.05%
+25.6%
Q2 2017$3,413,000
+34.6%
96,977
+17.2%
0.04%
+26.5%
Q1 2017$2,535,000
+105.6%
82,765
+103.7%
0.03%
+78.9%
Q4 2016$1,233,000
+200.0%
40,637
+209.5%
0.02%
+171.4%
Q3 2016$411,000
-20.0%
13,128
-21.4%
0.01%
-46.2%
Q1 2016$514,000
+7.1%
16,696
+16.5%
0.01%
+8.3%
Q4 2015$480,000
-34.6%
14,329
-39.0%
0.01%
-42.9%
Q3 2015$734,000
+69.9%
23,506
+115.8%
0.02%
+162.5%
Q1 2015$432,000
-99.9%
10,894
-22.6%
0.01%
-27.3%
Q4 2014$556,323,000
-17.7%
14,077
-17.8%
0.01%
-21.4%
Q3 2014$676,371,000
+14.8%
17,132
+9.8%
0.01%
+7.7%
Q2 2014$589,013,000
+80.5%
15,603
+76.9%
0.01%
+62.5%
Q1 2014$326,303,000
+21.1%
8,819
+19.1%
0.01%
+14.3%
Q4 2013$269,542,0007,4050.01%
Other shareholders
INVESCO LTD shareholders Q4 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders