Wellesley Investment Partners, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 516 filers reported holding INVESCO LTD in Q3 2016. The put-call ratio across all filers is 0.28 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
Wellesley Investment Partners, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2017$1,876,000
+12.6%
51,392
+8.0%
0.36%
+3.8%
Q3 2017$1,666,000
-8.2%
47,598
-7.7%
0.34%
-10.2%
Q2 2017$1,814,000
+141.9%
51,566
+110.5%
0.38%
+15.1%
Q1 2017$750,000
+7.9%
24,492
+6.9%
0.33%
-1.5%
Q4 2016$695,000
+1.0%
22,908
+4.1%
0.34%
-5.6%
Q3 2016$688,000
+35.2%
22,010
+10.3%
0.36%
+29.9%
Q2 2016$509,000
-9.1%
19,956
+9.6%
0.27%
-18.5%
Q1 2016$560,000
+4.7%
18,202
+13.8%
0.34%
-8.7%
Q4 2015$535,00016,0010.37%
Other shareholders
INVESCO LTD shareholders Q3 2016
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