Alpha Omega Wealth Management LLC - 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
Alpha Omega Wealth Management LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2021$307,000
-2.8%
11,478
-8.3%
0.05%
-9.1%
Q1 2021$316,000
+3.9%
12,512
-28.4%
0.06%
+7.8%
Q4 2020$304,000
+18.8%
17,468
-22.1%
0.05%
+41.7%
Q3 2020$256,000
+8.5%
22,421
+2.0%
0.04%0.0%
Q2 2020$236,000
-89.0%
21,975
-90.7%
0.04%
-90.9%
Q1 2020$2,140,000
-31.0%
235,707
+36.6%
0.39%
-20.9%
Q4 2019$3,103,000
-12.5%
172,591
-13.2%
0.50%
-13.4%
Q3 2019$3,545,000198,9230.58%
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