Live Oak Private Wealth 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
Live Oak Private Wealth LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$4,590,002
-12.0%
316,116
+1.9%
0.98%
-5.9%
Q2 2023$5,217,124
+14.4%
310,358
+11.6%
1.04%
+10.1%
Q1 2023$4,559,731
-6.6%
278,032
+2.5%
0.94%
-6.5%
Q4 2022$4,879,813
+33.1%
271,251
+1.4%
1.01%
+22.7%
Q3 2022$3,665,000
-13.0%
267,490
+2.4%
0.82%
-7.3%
Q2 2022$4,212,000
-25.4%
261,099
+6.6%
0.89%
-18.8%
Q1 2022$5,646,000
+6.0%
244,858
+5.8%
1.09%
+9.6%
Q4 2021$5,327,000
+0.1%
231,425
+4.9%
1.00%
-7.7%
Q3 2021$5,321,000
+1.0%
220,705
+12.0%
1.08%
-7.1%
Q2 2021$5,266,000
-8.0%
197,018
-13.2%
1.16%
-17.4%
Q1 2021$5,727,000
+51.8%
227,081
+4.9%
1.41%
+32.9%
Q4 2020$3,773,000
+65.7%
216,451
+8.5%
1.06%
+35.1%
Q3 2020$2,277,000
+5.6%
199,580
-0.4%
0.78%0.0%
Q2 2020$2,156,000200,3410.78%
Other shareholders
INVESCO LTD shareholders Q1 2022
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