YorkBridge Wealth Partners, 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
YorkBridge Wealth Partners, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2019$12,0000.0%6060.0%0.01%
-16.7%
Q1 2019$12,000
+20.0%
6060.0%0.01%
+20.0%
Q4 2018$10,000
-28.6%
6060.0%0.01%
-16.7%
Q3 2018$14,000
-12.5%
6060.0%0.01%
-14.3%
Q2 2018$16,000
-15.8%
6060.0%0.01%
-22.2%
Q1 2018$19,000
-5.0%
6060.0%0.01%
-10.0%
Q4 2017$20,000
-56.5%
606
-53.6%
0.01%
-58.3%
Q3 2017$46,0000.0%1,3070.0%0.02%0.0%
Q2 2017$46,000
+7.0%
1,3070.0%0.02%
+9.1%
Q1 2017$43,000
-8.5%
1,307
-11.3%
0.02%
-21.4%
Q4 2016$47,0001,4740.03%
Other shareholders
INVESCO LTD shareholders Q2 2018
NameSharesValueWeighting ↓
NATIONAL INVESTMENT SERVICES INC /WI 99,552$2,543,0002.90%
Philadelphia Financial Management of San Francisco, LLC 453,713$11,588,0002.66%
REINHART PARTNERS, LLC. 946,687$24,178,0002.42%
SOUND SHORE MANAGEMENT INC /CT/ 4,800,219$122,598,0002.25%
Nelson Capital Management, LLC 197,759$5,051,0001.90%
WATERS PARKERSON & CO., LLC 661,665$16,899,0001.81%
DSM CAPITAL PARTNERS LLC 4,062,963$103,768,0001.79%
PORTLAND INVESTMENT COUNSEL INC. 47,038$1,201,0001.72%
SIRIOS CAPITAL MANAGEMENT L P 1,387,871$35,446,0001.70%
First Long Island Investors, LLC 333,333$8,513,0001.58%
View complete list of INVESCO LTD shareholders