Raymond James Financial Services Advisors, Inc. - 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
Raymond James Financial Services Advisors, Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$274,606
-16.8%
18,912
-3.6%
0.00%
-100.0%
Q2 2023$329,904
-64.3%
19,625
-65.2%
0.00%
-50.0%
Q1 2023$923,983
+135.9%
56,340
+158.7%
0.00%
+100.0%
Q4 2022$391,724
+27.2%
21,774
-3.2%
0.00%0.0%
Q3 2022$308,000
-2.5%
22,488
+14.7%
0.00%0.0%
Q2 2022$316,000
-23.5%
19,613
+9.6%
0.00%0.0%
Q1 2022$413,000
-25.0%
17,897
-25.3%
0.00%0.0%
Q4 2021$551,000
-1.3%
23,952
+3.5%
0.00%0.0%
Q3 2021$558,000
-90.3%
23,146
-89.2%
0.00%
-91.7%
Q2 2021$5,731,000
+166.6%
214,415
+151.5%
0.01%
+140.0%
Q1 2021$2,150,000
+235.9%
85,254
+132.0%
0.01%
+150.0%
Q4 2020$640,000
+69.3%
36,741
+10.9%
0.00%
+100.0%
Q3 2020$378,000
-10.0%
33,144
-15.2%
0.00%0.0%
Q2 2020$420,000
+15.1%
39,072
-2.8%
0.00%
-50.0%
Q1 2020$365,000
-76.2%
40,198
-52.9%
0.00%
-60.0%
Q4 2019$1,533,000
-3.0%
85,256
-8.7%
0.01%
-16.7%
Q3 2019$1,581,000
-27.9%
93,352
-13.0%
0.01%
-25.0%
Q2 2019$2,194,000
+22.9%
107,248
+16.0%
0.01%
+14.3%
Q1 2019$1,785,000
+53.1%
92,422
+32.7%
0.01%
+16.7%
Q4 2018$1,166,000
-24.6%
69,633
+3.0%
0.01%
-14.3%
Q3 2018$1,546,000
+5.2%
67,580
+22.1%
0.01%0.0%
Q2 2018$1,470,000
-1.6%
55,363
+18.6%
0.01%
-22.2%
Q1 2018$1,494,000
+71.1%
46,673
+95.4%
0.01%
+80.0%
Q4 2017$873,000
+54.2%
23,880
+47.7%
0.01%
+25.0%
Q3 2017$566,000
-14.8%
16,163
-14.3%
0.00%
-20.0%
Q2 2017$664,000
+23.4%
18,862
+7.4%
0.01%
+25.0%
Q1 2017$538,000
-12.7%
17,555
-13.5%
0.00%
-20.0%
Q4 2016$616,000
-6.9%
20,299
-4.1%
0.01%
-16.7%
Q3 2016$662,000
+85.4%
21,168
+51.4%
0.01%
+100.0%
Q2 2016$357,000
-1.9%
13,978
+18.2%
0.00%
-25.0%
Q1 2016$364,000
-1.6%
11,830
+7.1%
0.00%0.0%
Q4 2015$370,000
-7.3%
11,047
-13.6%
0.00%
-42.9%
Q3 2015$399,00012,7910.01%
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