Old North State Trust, LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
Old North State Trust, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2023$48
+2.1%
2,930
+11.3%
0.03%
+6.5%
Q4 2022$47
-99.8%
2,632
+57.6%
0.03%
+55.0%
Q3 2022$23,000
-4.2%
1,670
+60.6%
0.02%
+17.6%
Q4 2021$24,000
-4.0%
1,0400.0%0.02%
-22.7%
Q3 2021$25,000
-24.2%
1,040
-16.8%
0.02%
-12.0%
Q2 2021$33,000
+3.1%
1,2500.0%0.02%0.0%
Q1 2021$32,000
+45.5%
1,2500.0%0.02%
+47.1%
Q4 2020$22,000
-15.4%
1,250
-45.8%
0.02%
-5.6%
Q3 2020$26,000
-50.9%
2,307
-21.5%
0.02%
-37.9%
Q4 2019$53,000
-47.5%
2,939
-50.7%
0.03%
-57.4%
Q3 2019$101,000
-14.4%
5,957
+2.9%
0.07%
-20.9%
Q2 2019$118,000
+25.5%
5,791
+18.8%
0.09%
+30.3%
Q1 2019$94,000
+51.6%
4,874
+30.1%
0.07%
+4.8%
Q4 2018$62,000
+24.0%
3,746
+71.1%
0.06%
+34.0%
Q3 2018$50,0002,1890.05%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders