Glassman Wealth Services - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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
Glassman Wealth Services ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$2,715
-13.6%
1870.0%0.00%
-100.0%
Q2 2023$3,143
+2.5%
1870.0%0.00%0.0%
Q1 2023$3,067
-8.8%
1870.0%0.00%0.0%
Q4 2022$3,364
-32.7%
187
-47.2%
0.00%0.0%
Q3 2022$5,000
-28.6%
354
-12.6%
0.00%0.0%
Q2 2022$7,0000.0%405
+41.1%
0.00%0.0%
Q4 2021$7,000
+133.3%
287
+106.5%
0.00%0.0%
Q3 2021$3,000
+50.0%
139
-42.3%
0.00%0.0%
Q1 2020$2,000
+100.0%
241
+338.2%
0.00%
Q4 2019$1,0000.0%55
+41.0%
0.00%
Q3 2019$1,000
-92.3%
39
-93.7%
0.00%
-100.0%
Q2 2019$13,000
+44.4%
623
+30.9%
0.01%
+25.0%
Q1 2019$9,000
+12.5%
476
+2.6%
0.00%0.0%
Q4 2018$8,000
-27.3%
4640.0%0.00%
-20.0%
Q3 2018$11,000
-8.3%
464
-1.3%
0.01%
-16.7%
Q2 2018$12,000
-25.0%
470
-6.2%
0.01%
-40.0%
Q1 2018$16,000
+1500.0%
501
+1254.1%
0.01%
+900.0%
Q4 2017$1,0000.0%370.0%0.00%0.0%
Q3 2017$1,0000.0%370.0%0.00%0.0%
Q2 2017$1,0000.0%370.0%0.00%0.0%
Q1 2017$1,0000.0%370.0%0.00%0.0%
Q4 2016$1,000370.00%
Other shareholders
INVESCO LTD shareholders Q3 2023
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