Gradient Investments LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 and the average weighting 0.1%.

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
Gradient Investments LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$3,848
-0.1%
265
+15.7%
0.00%
Q2 2023$3,850
+611.6%
229
+593.9%
0.00%
Q1 2023$541
-46.3%
33
-41.1%
0.00%
Q4 2022$1,00756
+69.7%
0.00%
Q3 2022$0
-100.0%
330.0%0.00%
Q2 2022$1,0000.0%33
-48.4%
0.00%
Q1 2022$1,0000.0%640.0%0.00%
Q4 2021$1,000
-50.0%
640.0%0.00%
Q3 2021$2,000
-50.0%
64
-60.0%
0.00%
Q2 2021$4,000
-66.7%
160
-65.0%
0.00%
Q1 2021$12,000
+140.0%
457
-1.9%
0.00%
Q4 2020$5,000
-37.5%
466
-30.3%
0.00%
Q3 2020$8,000
+14.3%
6690.0%0.00%
Q2 2020$7,000
+16.7%
669
-0.7%
0.00%
Q1 2020$6,000
-53.8%
674
-8.9%
0.00%
-100.0%
Q4 2019$13,000
-13.3%
740
-17.8%
0.00%0.0%
Q3 2019$15,000
-50.0%
900
-38.7%
0.00%
-50.0%
Q2 2019$30,000
+15.4%
1,469
+9.1%
0.00%0.0%
Q1 2019$26,000
-21.2%
1,347
-30.7%
0.00%0.0%
Q4 2018$33,000
-99.6%
1,943
-99.5%
0.00%
-99.5%
Q3 2018$8,351,000
+4.5%
365,005
+21.3%
0.43%
+0.2%
Q2 2018$7,992,000
+1.0%
300,899
+21.7%
0.43%
-0.2%
Q1 2018$7,912,000
-3.7%
247,166
+9.9%
0.43%
-9.9%
Q4 2017$8,217,000
+10.1%
224,876
+5.6%
0.48%
-0.4%
Q3 2017$7,463,000
+3.5%
212,989
+3.9%
0.48%
-5.7%
Q2 2017$7,212,000
+22.2%
204,943
+6.4%
0.51%
+12.2%
Q1 2017$5,902,000
+590100.0%
192,703
+917533.3%
0.45%
Q1 2016$1,000
-50.0%
21
-59.6%
0.00%
Q4 2015$2,000520.00%
Other shareholders
INVESCO LTD shareholders Q3 2020
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