Stonebridge Capital Advisors LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 518 filers reported holding INVESCO LTD in Q4 2019. The put-call ratio across all filers is 0.49 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
Stonebridge Capital Advisors LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,051,443
-14.1%
72,413
-0.6%
0.12%
-10.8%
Q2 2023$1,224,582
-10.7%
72,848
-12.9%
0.13%
-16.7%
Q1 2023$1,370,932
-14.6%
83,593
-6.3%
0.16%
-17.9%
Q4 2022$1,605,040
+22.8%
89,218
-6.5%
0.19%
+13.1%
Q3 2022$1,307,000
-82.8%
95,378
-79.7%
0.17%
-81.7%
Q2 2022$7,579,000
-43.0%
469,883
-18.5%
0.92%
-36.1%
Q1 2022$13,299,000
+8.5%
576,701
+8.3%
1.44%
+6.1%
Q4 2021$12,256,000
-1.3%
532,410
+3.4%
1.35%
-10.3%
Q3 2021$12,417,000
-54.4%
515,031
-50.9%
1.51%
-12.3%
Q2 2021$27,205,000
+101.5%
1,047,993
+95.8%
1.72%
-3.7%
Q1 2021$13,501,000
-14.6%
535,313
-40.9%
1.79%
-25.3%
Q4 2020$15,800,000
+52.1%
906,469
-0.4%
2.39%
+28.4%
Q3 2020$10,386,000
+3.8%
910,260
-2.1%
1.86%
+0.5%
Q2 2020$10,007,000
+119.5%
930,028
+85.2%
1.86%
+92.6%
Q1 2020$4,559,000
-47.5%
502,098
+3.9%
0.96%
-32.1%
Q4 2019$8,687,000
+10.4%
483,140
+4.0%
1.42%
+4.5%
Q3 2019$7,866,000
-15.2%
464,363
+2.4%
1.36%
-17.7%
Q2 2019$9,274,000
+3.8%
453,283
-2.1%
1.65%
-0.8%
Q1 2019$8,936,000
+25.2%
462,777
+8.6%
1.66%
-0.2%
Q4 2018$7,136,000
+500.2%
426,290
+720.5%
1.66%
+596.7%
Q3 2018$1,189,000
-9.9%
51,955
+4.6%
0.24%
-16.7%
Q2 2018$1,319,00049,6550.29%
Other shareholders
INVESCO LTD shareholders Q4 2019
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