SUMMIT SECURITIES GROUP LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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
SUMMIT SECURITIES GROUP LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2023$10
-33.3%
598
-33.0%
0.00%0.0%
Q1 2023$15
-95.7%
892
-95.4%
0.00%
-92.3%
Q4 2022$349
-98.8%
19,410
+782.3%
0.01%
+550.0%
Q3 2022$30,000
-82.5%
2,200
-79.3%
0.00%
-90.5%
Q2 2022$171,000
-27.5%
10,605
+3.6%
0.02%
-19.2%
Q1 2022$236,000
-53.0%
10,240
-53.1%
0.03%
+8.3%
Q4 2021$502,000
+27.1%
21,836
+33.1%
0.02%
-22.6%
Q3 2021$395,000
-79.7%
16,400
-77.4%
0.03%
-80.7%
Q2 2021$1,942,000
+471.2%
72,635
+438.0%
0.16%
+335.1%
Q1 2021$340,000
-46.3%
13,500
-62.8%
0.04%
-30.2%
Q4 2020$633,000
+40.4%
36,300
+169.8%
0.05%
-63.7%
Q4 2015$451,000
+2273.7%
13,456
+2591.2%
0.15%
+1227.3%
Q1 2014$19,0005000.01%
Other shareholders
INVESCO LTD shareholders Q2 2021
NameSharesValueWeighting ↓
Selkirk Management LLC 216,409$8,544,0005.37%
SCHOLTZ & COMPANY, LLC 99,875$3,943,0003.89%
Nelson Capital Management, LLC 244,633$9,658,0003.64%
CAMPBELL NEWMAN ASSET MANAGEMENT INC 414,393$16,361,0003.22%
NATIONAL INVESTMENT SERVICES INC /WI 99,713$3,937,0003.22%
DSM CAPITAL PARTNERS LLC 3,598,151$142,055,0002.82%
WATERS PARKERSON & CO., LLC 547,213$21,604,0002.59%
SOUND SHORE MANAGEMENT INC /CT/ 4,067,136$160,571,0002.58%
Integre Asset Management, LLC 264,513$10,443,0002.21%
Parametric Risk Advisors LLC 750,000$29,610,0002.00%
View complete list of INVESCO LTD shareholders