Pflug Koory, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
Pflug Koory, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$6,534
-13.6%
4500.0%0.00%0.0%
Q2 2023$7,565
+2.5%
4500.0%0.00%0.0%
Q1 2023$7,380
+92150.0%
4500.0%0.00%0.0%
Q4 2022$8
-99.9%
4500.0%0.00%0.0%
Q3 2022$6,000
-14.3%
4500.0%0.00%0.0%
Q2 2022$7,000
-30.0%
4500.0%0.00%
-20.0%
Q1 2022$10,0000.0%4500.0%0.01%0.0%
Q4 2021$10,000
-9.1%
4500.0%0.01%
-16.7%
Q3 2021$11,000
-8.3%
4500.0%0.01%0.0%
Q2 2021$12,000
+50.0%
450
+50.0%
0.01%
+50.0%
Q1 2021$8,000
+60.0%
3000.0%0.00%
+33.3%
Q4 2020$5,000
+66.7%
3000.0%0.00%
+50.0%
Q3 2020$3,0000.0%3000.0%0.00%0.0%
Q2 2020$3,0000.0%3000.0%0.00%
-33.3%
Q1 2020$3,000
-40.0%
3000.0%0.00%
-25.0%
Q4 2019$5,0000.0%3000.0%0.00%0.0%
Q3 2019$5,000
-16.7%
3000.0%0.00%
-20.0%
Q2 2019$6,0000.0%3000.0%0.01%0.0%
Q1 2019$6,000
-50.0%
300
-50.0%
0.01%
-50.0%
Q4 2018$12,000
+71.4%
600
+100.0%
0.01%
+66.7%
Q3 2018$7,000
-12.5%
3000.0%0.01%0.0%
Q2 2018$8,000
-20.0%
3000.0%0.01%
-25.0%
Q1 2018$10,000
-9.1%
3000.0%0.01%
-11.1%
Q4 2017$11,0000.0%3000.0%0.01%0.0%
Q3 2017$11,0000.0%3000.0%0.01%0.0%
Q2 2017$11,000
+22.2%
3000.0%0.01%
+12.5%
Q1 2017$9,0000.0%3000.0%0.01%0.0%
Q4 2016$9,0003000.01%
Other shareholders
INVESCO LTD shareholders Q4 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders