Brookstone Capital Management - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
Brookstone Capital Management ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2021$11,159,000
+1298.4%
442,464
+866.0%
0.43%
+1237.5%
Q4 2020$798,000
-23.6%
45,803
-25.7%
0.03%
-43.9%
Q3 2019$1,044,000
-52.7%
61,639
-42.8%
0.06%
-55.1%
Q2 2019$2,206,000
-47.9%
107,841
-41.7%
0.13%
-60.6%
Q3 2018$4,236,000
-11.4%
185,123
+2.9%
0.32%
-22.6%
Q2 2018$4,779,000
-6.0%
179,946
+13.2%
0.42%
-10.0%
Q1 2018$5,086,000
-8.0%
158,898
+5.0%
0.46%
-6.9%
Q4 2017$5,528,000
-2.3%
151,275
-6.4%
0.50%
-3.3%
Q3 2017$5,661,000
-6.8%
161,568
-6.3%
0.51%
-11.4%
Q2 2017$6,071,000
+10.0%
172,514
-4.3%
0.58%
+3.8%
Q1 2017$5,520,000
+14.7%
180,216
+13.7%
0.56%
+5.7%
Q4 2016$4,811,000
+12.5%
158,565
+16.0%
0.53%
+12.1%
Q3 2016$4,275,000
+32.3%
136,703
+8.0%
0.47%
+11.6%
Q2 2016$3,232,000
+6.2%
126,556
+28.0%
0.42%
-7.9%
Q1 2016$3,042,000
+75950.0%
98,834
+71003.6%
0.46%
+45700.0%
Q3 2015$4,000
-20.0%
1390.0%0.00%0.0%
Q2 2015$5,000
-99.0%
139
-98.9%
0.00%
-98.9%
Q3 2014$491,00012,4300.09%
Other shareholders
INVESCO LTD shareholders Q4 2020
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