Jacobi Capital Management LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 567 filers reported holding INVESCO LTD in Q2 2018. The put-call ratio across all filers is 0.66 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
Jacobi Capital Management LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2021$10,000
-9.1%
4100.0%0.00%0.0%
Q2 2021$11,000
+10.0%
4100.0%0.00%0.0%
Q1 2021$10,000
+42.9%
4100.0%0.00%0.0%
Q4 2020$7,000
+40.0%
4100.0%0.00%0.0%
Q3 2020$5,000
+25.0%
4100.0%0.00%0.0%
Q2 2020$4,0000.0%4100.0%0.00%0.0%
Q1 2020$4,000
-42.9%
4100.0%0.00%0.0%
Q4 2019$7,000
-41.7%
410
-42.3%
0.00%
-50.0%
Q3 2019$12,000
-20.0%
7100.0%0.00%
-33.3%
Q2 2019$15,000
+7.1%
7100.0%0.00%
-25.0%
Q1 2019$14,000
+100.0%
710
+73.2%
0.00%
+100.0%
Q4 2018$7,000
-22.2%
4100.0%0.00%0.0%
Q3 2018$9,000
-18.2%
4100.0%0.00%
-33.3%
Q2 2018$11,000
-15.4%
4100.0%0.00%
-25.0%
Q1 2018$13,000
-13.3%
4100.0%0.00%
-20.0%
Q4 2017$15,0000.0%4100.0%0.01%0.0%
Q3 2017$15,0004100.01%
Other shareholders
INVESCO LTD shareholders Q2 2018
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