SVB WEALTH LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 534 filers reported holding INVESCO LTD in Q3 2015. The put-call ratio across all filers is 0.33 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
SVB WEALTH LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2018$367,000
-32.8%
16,061
-21.9%
0.01%
-38.1%
Q2 2018$546,000
-87.1%
20,571
-84.4%
0.02%
-87.0%
Q1 2018$4,218,000
-17.5%
131,741
-5.8%
0.16%
-15.6%
Q4 2017$5,112,000
+6.9%
139,911
+2.6%
0.19%
+4.3%
Q3 2017$4,780,000
+5.1%
136,403
+5.5%
0.18%
+3.4%
Q2 2017$4,549,000
+22.4%
129,263
+6.5%
0.18%
+20.3%
Q1 2017$3,716,000
+39.6%
121,332
+38.3%
0.15%
+34.5%
Q4 2016$2,662,000
-7.5%
87,730
-4.7%
0.11%
-6.0%
Q3 2016$2,877,000
+39.8%
92,014
+14.2%
0.12%
+39.3%
Q2 2016$2,058,000
-10.4%
80,590
+8.0%
0.08%
-10.6%
Q1 2016$2,297,000
-14.4%
74,650
-6.9%
0.09%
-11.3%
Q4 2015$2,684,000
+7.1%
80,158
-0.2%
0.11%
+9.3%
Q3 2015$2,507,000
-27.0%
80,282
-12.3%
0.10%
-14.9%
Q2 2015$3,433,000
-12.1%
91,576
-6.9%
0.11%
-9.5%
Q1 2015$3,905,000
+25.0%
98,376
+24.5%
0.13%
+24.8%
Q4 2014$3,123,00079,0260.10%
Other shareholders
INVESCO LTD shareholders Q3 2015
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