Berman Capital Advisors, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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
Berman Capital Advisors, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2021$148,000
-16.4%
6,175
-6.9%
0.02%
-17.9%
Q2 2021$177,000
+22.9%
6,633
+15.7%
0.03%
-6.7%
Q1 2021$144,000
+53.2%
5,733
+6.3%
0.03%
+30.4%
Q4 2020$94,000
+64.9%
5,394
+6.4%
0.02%
+43.8%
Q3 2020$57,000
+39.0%
5,069
+29.2%
0.02%
+45.5%
Q2 2020$41,000
+51.9%
3,922
+24.0%
0.01%
+22.2%
Q1 2020$27,000
+237.5%
3,164
+598.5%
0.01%
+350.0%
Q4 2019$8,000
+33.3%
453
+16.2%
0.00%0.0%
Q3 2019$6,000
-76.0%
390
-68.3%
0.00%
-75.0%
Q2 2019$25,000
+56.2%
1,229
+46.3%
0.01%
+60.0%
Q1 2019$16,000
+60.0%
840
+29.8%
0.01%
+25.0%
Q4 2018$10,0006470.00%
Other shareholders
INVESCO LTD shareholders Q2 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders