Steward Partners Investment Advisory, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 and the average weighting 0.1%.

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
Steward Partners Investment Advisory, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$23,856
+170.3%
1,643
+213.0%
0.00%
Q2 2023$8,825
-34.8%
525
-36.4%
0.00%
Q1 2023$13,530
-8.8%
8250.0%0.00%
Q4 2022$14,842
+34.9%
8250.0%0.00%
Q3 2022$11,000
-15.4%
8250.0%0.00%
Q2 2022$13,000
-31.6%
8250.0%0.00%
Q1 2022$19,0000.0%8250.0%0.00%
Q4 2021$19,000
-5.0%
8250.0%0.00%
Q3 2021$20,000
-9.1%
8250.0%0.00%
Q2 2021$22,000
-99.9%
825
-50.0%
0.00%
Q1 2021$41,614,000
+320007.7%
1,650
+120.0%
0.00%
Q4 2020$13,000
-13.3%
750
-44.4%
0.00%
Q3 2020$15,000
-40.0%
1,350
-42.9%
0.00%
-100.0%
Q2 2020$25,000
+13.6%
2,365
-4.4%
0.00%0.0%
Q1 2020$22,000
-58.5%
2,474
-16.6%
0.00%
-50.0%
Q4 2019$53,000
+8.2%
2,968
+1.8%
0.00%0.0%
Q3 2019$49,000
-19.7%
2,915
-2.7%
0.00%0.0%
Q2 2019$61,000
+41.9%
2,997
+60.1%
0.00%0.0%
Q3 2018$43,000
+4.9%
1,872
+21.8%
0.00%0.0%
Q2 2018$41,000
-18.0%
1,537
-1.6%
0.00%
-33.3%
Q1 2018$50,0001,5620.00%
Other shareholders
INVESCO LTD shareholders Q3 2023
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