Nelson Capital Management, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 476 filers reported holding INVESCO LTD in Q1 2014. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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
Nelson Capital Management, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2019$11,000
-63.3%
620
-58.4%
0.00%
-57.1%
Q2 2019$30,000
-28.6%
1,490
-31.2%
0.01%
-30.0%
Q1 2019$42,000
-26.3%
2,166
-36.6%
0.01%
-37.5%
Q4 2018$57,000
-98.8%
3,416
-98.3%
0.02%
-98.5%
Q3 2018$4,582,000
-11.1%
200,272
+3.2%
1.05%
-20.5%
Q2 2018$5,156,000
-16.2%
194,127
+1.0%
1.32%
-16.9%
Q1 2018$6,154,000
-11.7%
192,267
+0.7%
1.60%
-26.6%
Q4 2017$6,973,000
+4.7%
190,839
+0.4%
2.17%
-1.0%
Q3 2017$6,662,000
-0.9%
190,124
-0.5%
2.20%
-3.6%
Q2 2017$6,723,000
+12.5%
191,049
-2.1%
2.28%
+13.3%
Q1 2017$5,977,000
+3.2%
195,124
+2.2%
2.01%
-0.6%
Q4 2016$5,793,000
-7.8%
190,926
-4.9%
2.02%
-9.2%
Q3 2016$6,280,000
+24.3%
200,818
+1.5%
2.23%
+17.3%
Q2 2016$5,051,000
-18.3%
197,759
-1.6%
1.90%
-18.5%
Q1 2016$6,183,000
-9.0%
200,927
-1.0%
2.33%
-10.9%
Q4 2015$6,798,000
+1.2%
203,052
-5.6%
2.61%
+1.7%
Q3 2015$6,716,000
-13.9%
215,057
+3.4%
2.57%
-8.9%
Q2 2015$7,799,000
-2.8%
208,025
+2.9%
2.82%
-2.6%
Q1 2015$8,023,000
-0.7%
202,152
-1.1%
2.89%
-3.3%
Q4 2014$8,076,000
-16.4%
204,353
-16.5%
2.99%
-17.9%
Q3 2014$9,658,000
+5.7%
244,633
+1.1%
3.64%
-0.4%
Q2 2014$9,136,000
+7.3%
242,008
+5.2%
3.66%
-2.2%
Q1 2014$8,515,000
+4.6%
230,148
+2.9%
3.74%
+3.4%
Q4 2013$8,141,000
+12.9%
223,664
-1.0%
3.62%
+5.3%
Q3 2013$7,208,000
+2.3%
225,955
+2.0%
3.44%
-4.8%
Q2 2013$7,044,000221,5253.61%
Other shareholders
INVESCO LTD shareholders Q1 2014
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders