PATHSTONE FAMILY OFFICE, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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
PATHSTONE FAMILY OFFICE, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$296,617
+24.4%
20,262
+44.6%
0.00%
-50.0%
Q2 2023$238,400
-12.4%
14,016
-14.7%
0.00%0.0%
Q1 2023$272,159
-69.8%
16,429
-75.8%
0.00%
-50.0%
Q4 2022$902,055
+29.3%
67,888
+34.2%
0.01%
+33.3%
Q3 2022$697,883
+186.5%
50,605
+235.2%
0.01%
+20.0%
Q2 2022$243,595
-26.6%
15,098
+4.9%
0.01%
-37.5%
Q1 2022$332,000
+5.1%
14,393
+4.6%
0.01%0.0%
Q4 2021$316,000
-13.7%
13,756
-9.5%
0.01%
-27.3%
Q3 2021$366,000
-6.6%
15,204
+3.6%
0.01%
-8.3%
Q2 2021$392,000
+21.4%
14,676
+14.5%
0.01%
+9.1%
Q1 2021$323,000
+3937.5%
12,821
+1396.0%
0.01%
+1000.0%
Q1 2020$8,000
+700.0%
857
+1042.7%
0.00%
Q1 2019$1,000
-97.8%
75
-57.1%
0.00%
-100.0%
Q2 2018$46,000
+475.0%
175
-29.7%
0.03%
+750.0%
Q1 2018$8,000
+166.7%
249
+232.0%
0.00%
+100.0%
Q4 2017$3,0000.0%75
+1.4%
0.00%
+100.0%
Q2 2017$3,0000.0%74
-22.9%
0.00%
-50.0%
Q1 2017$3,0000.0%960.0%0.00%
-33.3%
Q3 2016$3,000
-25.0%
96
-47.5%
0.00%
-25.0%
Q2 2016$4,000
-33.3%
1830.0%0.00%
-66.7%
Q1 2016$6,0001830.01%
Other shareholders
INVESCO LTD shareholders Q1 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders