WFG Advisors, LP - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 555 filers reported holding INVESCO LTD in Q4 2014. The put-call ratio across all filers is 0.42 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
WFG Advisors, LP ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2017$63,000
-18.2%
1,804
-28.0%
0.01%
-33.3%
Q1 2017$77,000
-9.4%
2,506
-10.5%
0.02%0.0%
Q4 2016$85,000
-14.1%
2,801
-11.1%
0.02%
-16.0%
Q3 2016$99,000
+20.7%
3,151
-2.2%
0.02%
+13.6%
Q2 2016$82,000
-12.8%
3,222
+5.0%
0.02%
-18.5%
Q1 2016$94,000
-7.8%
3,069
+0.6%
0.03%
-10.0%
Q4 2015$102,000
+9.7%
3,050
+1.9%
0.03%
+3.4%
Q3 2015$93,000
-17.0%
2,992
+0.5%
0.03%
-6.5%
Q2 2015$112,000
+6.7%
2,976
+12.6%
0.03%
+6.9%
Q1 2015$105,000
+1.9%
2,644
+1.8%
0.03%
+38.1%
Q4 2014$103,000
+1371.4%
2,596
+1288.2%
0.02%
+2000.0%
Q3 2014$7,000
+75.0%
187
+78.1%
0.00%0.0%
Q2 2014$4,000
-81.8%
105
-82.6%
0.00%
-75.0%
Q1 2014$22,000
-18.5%
605
-17.3%
0.00%0.0%
Q4 2013$27,000
+17.4%
7320.0%0.00%0.0%
Q3 2013$23,0000.0%732
+3.1%
0.00%0.0%
Q2 2013$23,0007100.00%
Other shareholders
INVESCO LTD shareholders Q4 2014
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