Yellowstone Partners, 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
Yellowstone Partners, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2015$794,000
+8.5%
23,718
+1.2%
0.36%
+3.2%
Q3 2015$732,000
-14.6%
23,448
+2.5%
0.35%
-10.8%
Q2 2015$857,000
-2.8%
22,866
+2.9%
0.39%
-12.8%
Q1 2015$882,000
+15.7%
22,211
+15.1%
0.44%
+8.3%
Q4 2014$762,000
+3.1%
19,292
+3.0%
0.41%
-1.7%
Q3 2014$739,000
+17.1%
18,729
+12.1%
0.42%
+13.3%
Q2 2014$631,000
+6.8%
16,703
+4.6%
0.37%
-0.8%
Q1 2014$591,000
+0.3%
15,962
-1.4%
0.37%
-2.1%
Q4 2013$589,00016,1910.38%
Other shareholders
INVESCO LTD shareholders Q4 2014
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$492,810,1947.50%
CONTINENTAL ADVISORS LLC 329,071$4,778,1112.54%
Insight Folios Inc 354,003$5,140,1182.51%
Palouse Capital Management, Inc. 172,933$2,510,9871.86%
Olstein Capital Management, L.P. 624,000$9,0601.55%
VALUEWORKS LLC 249,309$3,6201.32%
Poehling Capital Management, INC. 254,271$3,692,0151.29%
AMERICAN FINANCIAL GROUP INC 245,000$3,5571.22%
Gillson Capital LP 1,078,299$15,6571.16%
Live Oak Private Wealth LLC 316,116$4,590,0020.98%
View complete list of INVESCO LTD shareholders