Baystate Wealth Management LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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
Baystate Wealth Management LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$571
-12.4%
39
+2.6%
0.00%
Q2 2023$652
+3.8%
380.0%0.00%
Q1 2023$628
+62700.0%
38
+2.7%
0.00%
Q4 2022$1
-99.9%
370.0%0.00%
Q3 2022$1,0000.0%370.0%0.00%
Q2 2022$1,0000.0%37
+2.8%
0.00%
Q1 2022$1,0000.0%360.0%0.00%
Q4 2021$1,0000.0%360.0%0.00%
Q3 2021$1,0000.0%36
+2.9%
0.00%
Q2 2021$1,0000.0%350.0%0.00%
Q1 2021$1,0000.0%350.0%0.00%
Q4 2020$1,000350.0%0.00%
Q3 2020$035
+2.9%
0.00%
Q2 2020$0340.0%0.00%
Q1 2020$0
-100.0%
34
+3.0%
0.00%
Q4 2019$1,0000.0%330.0%0.00%
Q3 2019$1,0000.0%33
+3.1%
0.00%
Q2 2019$1,0000.0%32
+3.2%
0.00%
Q1 2019$1,0000.0%310.0%0.00%
Q4 2018$1,000
-75.0%
31
-85.0%
0.00%
-100.0%
Q3 2018$4,000
-20.0%
206
+1.0%
0.00%0.0%
Q2 2018$5,000
-61.5%
204
-49.6%
0.00%
-50.0%
Q1 2018$13,000
-7.1%
405
+8.0%
0.00%0.0%
Q4 2017$14,000
-22.2%
375
-23.9%
0.00%
-33.3%
Q3 2017$18,000
+28.6%
493
+180.1%
0.00%0.0%
Q2 2017$14,000
+27.3%
176
-52.8%
0.00%
+50.0%
Q1 2017$11,0000.0%373
+9.7%
0.00%0.0%
Q4 2016$11,0003400.00%
Other shareholders
INVESCO LTD shareholders Q4 2021
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$492,810,1947.50%
CONTINENTAL ADVISORS LLC 329,071$4,778,1112.54%
Insight Folios Inc 354,003$5,140,1182.51%
Palouse Capital Management, Inc. 172,933$2,510,9871.86%
Olstein Capital Management, L.P. 624,000$9,0601.55%
VALUEWORKS LLC 249,309$3,6201.32%
Poehling Capital Management, INC. 254,271$3,692,0151.29%
AMERICAN FINANCIAL GROUP INC 245,000$3,5571.22%
Gillson Capital LP 1,078,299$15,6571.16%
Live Oak Private Wealth LLC 316,116$4,590,0020.98%
View complete list of INVESCO LTD shareholders