LBA Wealth Management, LLC - 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
LBA Wealth Management, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2016$5,000
-64.3%
150
-71.7%
0.00%
-62.5%
Q2 2016$14,000
-12.5%
5300.0%0.01%
-11.1%
Q1 2016$16,000
-11.1%
5300.0%0.01%
-10.0%
Q4 2015$18,000
+260.0%
530
+253.3%
0.01%
+233.3%
Q3 2015$5,000
-91.1%
150
-90.0%
0.00%
-91.4%
Q2 2015$56,000
-54.1%
1,500
-51.4%
0.04%
-54.5%
Q1 2015$122,000
-16.4%
3,085
-16.3%
0.08%
-20.6%
Q4 2014$146,000
+0.7%
3,6850.0%0.10%
-4.0%
Q3 2014$145,000
+4.3%
3,6850.0%0.10%
-10.6%
Q2 2014$139,000
+11.2%
3,685
+8.9%
0.11%
+10.8%
Q1 2014$125,000
+1.6%
3,3850.0%0.10%
+1.0%
Q4 2013$123,0003,3850.10%
Other shareholders
INVESCO LTD shareholders Q4 2014
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